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Investment Committee
Suggested Team Assignments

 

These are suggested team responsibilities for a cooperative learning effort. Any combination of responsibilities is possible, including rotating responsibilities and teaming students to take on several roles as a group, i.e., research could be done by all team members.

 

Captain/Director - Coordinates the efforts of entire team. Coordinates team activities, maintains Password and checks Ranking Report for team.

 

Basic Economic Research  Coordinator - Coordinates team research efforts on basic or fundamental economic data about the overall economy, or relevant current events which could affect markets for products of companies whose stock the team owns, or is thinking of buying. Using Web Links feature, lnternet sites, newspapers, etc.,, researches current market activity, economic indicators, news about the industry, etc.

 

Technical Economic Research Coordinator - Coordinates team research on market data for companies whose stock is owned by the team, or is being considered for purchase or sell. Using Investor Research feature and other research websites, finds stock ticker symbols, and checks stock data, including, highs, lows, and closing prices.

Record Keeper - Keeps a record of all transactions made by the team and uses this information to verify portfolio data. Reviews the Transaction History, Account Summary, Account Holdings, and Gains & Losses reports for accuracy. 

Transaction Reporter - Enters transactions into portfolio and checks Pending Transaction and Transaction Notes files for error messages. 

Charter -The Charter charts on graph paper (or in Excel) the daily (or weekly) ups and downs of each stock the team owns.