The Naveen Jindal School of Management Finance Trading Lab has two major roles: It provides students with the opportunity to develop financial trading skills, and it provides students and faculty with access to various electronic business databases. Databases currently available include Bloomberg, S&P Capital IQ, SDC Platinum, Morningstar Direct and Wharton Research Data Services.
The mission of the Finance Trading Lab is to:
The lab also provides help for students with the material covered in introductory finance courses, Business Finance (FIN 3320) and Financial Management (FIN 6301). While the lab staff can help students with learning the material, staff members are not permitted to provide students with answers to graded homework or take-home tests.
Academic activities supported by the lab include, but are not limited to, classroom instruction, video conferences, special presentation/events, data-feed workshops and simulation trading games. A focal point for finance programs at the master’s and undergraduate levels, the lab also serves as a test bed for the creation of innovative teaching techniques for all levels of education.
While in the lab students will have access to:
Through the finance Trading Lab, UT Dallas Provides students with access to superior collections and applications of data feeds and analytical tools. A description of each application follows:
Bloomberg is a comprehensive, online service for global financial information that includes: company information (stock performance, news, balance sheets, historical data, officers, evaluations and more); information on U.S. and foreign markets; extensive sets of data and statistics on industries, companies, key personnel and more; numerous options for analyzing and graphing data; country monitors, economic calendars and currency news; and news services (general, markets, economics, special reports).
Bloomberg has one of the most extensive databases of information available in the financial world. Bloomberg’s built-in screening, searching and analysis tools allow for extensive data retrieval, interpretation and manipulation. Information on every financial market, instrument and variable in the world is at your fingertips. Bloomberg’s international information coverage is also wide-ranging, with news and economic information on every country available both in real-time and historically. Advanced bond screening, custom option monitoring, portfolio tracking, Excel data exportation, technical analysis, FX cross-rates, industry tracking, global economic statistics, relative company analysis; these are a handful of the hundreds of integrated Bloomberg functions designed to allow the end user near infinite information access and ability.
S&P Capital IQ platform is a Web and Excel-based research product that combines deep information on companies, markets and people worldwide with robust tools for fundamental analysis, idea generation and workflow management. S&P Capital IQ is deployed at more than 2,700 leading investment banks, fund managers, private capital firms and corporations worldwide.
Morningstar Direct provides students with a basic understanding of the software’s functionality. Morningstar provides detailed information on more than 20,000 mutual funds, equities, ETFs and hedge funds, including historical data (monthly, quarterly and annual), fund composition, portfolio screening, risk-adjusted star ratings, investment style boxes, and analyst reviews and commentaries. Morningstar also offers the ability to rank and compare funds, perform advanced analysis for research purposes, and construct and analyze mutual fund portfolios.
Failure to adhere to these policies will result in the loss of privileges in the Finance Trading Lab:
Anyone aware of any of the above infractions must report the behavior to the lab staff immediately. Failure to do so will be viewed as a violation of Lab Use Policies.
Dr. Arthur Selender is a clinical professor at UT Dallas and is the director of the Finance Trading Lab. He has sold, traded and/or managed money globally for more than 25 years. Dr. Selender has a PhD in finance, with a focus on options, from the University of Chicago Booth School of Business and has undergraduate degrees in mathematics economics and chemistry from Duke University. He has worked for international firms; including McKinsey & Company, Goldman Sachs Group, Inc., and NatWest Markets, where he ran Global Derivatives/Exotic Options Sales. He also serves on/advises several boards in the U.S. as well as in the United Kingdom.
Bing Du is pursuing a master’s degree in finance. He is also a Chartered Financial Analyst Level 3 candidate. Bing has experience in financial analysis, business valuation, equity research, and internal and external auditing.
Shalabh Fnu is pursuing a master’s degree in finance. He has a bachelor’s degree in electrical engineering and an MBA from the Jindal Global Business School in India. Shalabh worked for Indiabulls Housing Finance Limited, an Indian insurance company.
Xin Lin is pursuing a master’s degree in finance. She is the vice president of the Friendship Association of Chinese Students and Scholars as well the marketing director of the Financial Leadership Association. Her main academic interest is in corporate finance, and she has taken and passed the Chartered Financial Analyst Level 1 exam.
Fangyuan Liu is pursuing a master’s degree in finance. She has a bachelor’s degree in finance and international business from Washington State University. Fangyuan worked at the China Construction Bank.
Christopher McAllister is pursuing a master’s degree in finance with a concentration in investment management. He is a member of the Financial Leadership Association, JSOM Friday Toastmasters, and the CFA Society of Dallas-Fort Worth. He has a bachelor’s degree in general studies from Lamar University.
Patrick Niyibizi is pursuing a master’s degree in finance. He holds a BS degree in accounting and finance from Saint John’s University. He has experience working in the mortgage industry and as a consultant in international development.
Mahtab (Matti) Sobhani is pursuing her MS in Finance degree. She holds an undergraduate degree in finance and economics from UT Dallas. She has two years of experience working as a course instructor.
Shihuang Sun is pursuing dual master’s degrees in finance and in information technology management. She has a bachelor’s degree in international business from NEOMA Business School in France. She interned at Haynes and Boone, LLP, in spring 2015 and worked at HSBC China in the Home Mortgage Loan Service before coming to the U.S.
Jueying Tao is pursuing her master’s degree in finance and holds a bachelor’s degree in business administration and financial statistics from Shanghai University of Finance and Economics. Jueying also has interned at the Shanghai Stock Exchange.
Xiaoting (Jovi) Wang is a second-year graduate student in finance. She has a bachelor’s degree in international business from Guangdong (China) University of Foreign Studies. She is the competition director of the Financial Leadership Association. Jovi interned in the Engvest Commercial Real Estate Investment Company and China Foreign Trade Center. She is pursuing a career in real estate and the energy industry.
Rui Yang is pursuing her master’s degree in finance and has a bachelor’s degree in financial engineering from Tianjin (China) University of Science and Technology. Rui serves as the photographer of the Financial Leadership Association. Rui has interned as a financial customer representative in the insurance industry.