Investment Lab
Where Cutting-Edge Technology and Education Meet
This dynamic space is where students master research, financial modeling, and portfolio management while staying current on what’s driving the markets.
The Investment Lab offers unmatched opportunities for hands-on learning while connecting with like-minded peers. Considered the home base for students taking the Student Managed Fund course, a student managed $3.0 million investment portfolio, the space also hosts training on financial modeling, Bloomberg Terminal, and FactSet.
The Investment Lab is the ultimate training ground for tomorrow’s financial leaders. It’s more than a classroom—it’s where you build your future.
For more information, contact investmentinstitute@usfca.edu.
Bloomberg Terminals & Factset
Bloomberg Terminals and FactSet are powerful financial tools utilized by students to access real-time market data, conduct in-depth research, analyze securities, and build professional-grade financial models, equipping them with industry-standard skills for a competitive edge in global finance.
Student Managed Fund & Investment Club
The Student Managed Fund, which highly leverages the Investment Lab, offers an unparalleled opportunity for students to take the reins of a $3.0 million investment portfolio, gaining real-world experience in asset management, market analysis, and strategic decision-making—all while preparing to lead in the world of global finance.
The Student Investment Club, supported by the Silk Family Investment Institute, empowers students from all majors and backgrounds to explore finance and investing through hands-on learning, industry expert speaker series, and the management of a $100,000 portfolio—cultivating financial literacy and real-world skills in a collaborative, inclusive environment.
Bloomberg Market Concepts Certificate
Bloomberg for Education offers a series of credentials that will boost your knowledge and strengthen your job applications. These e-learning courses provide a self-paced, interactive way to explore different areas of finance deeply. Upon finishing each program, you will receive a certificate of completion that you can promote on your LinkedIn, resume, and CV.
