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.
Zheyi An is pursuing his master’s degree in finance. He holds a bachelor’s degree in management from the University of International Business and Economics in Beijing. He has experience working in the hedge fund industry.
Midhu C. Baby is working on dual master’s degrees in finance and in information technology and management. She holds an undergraduate degree in computer science from Mahatma Gandhi University. She has three years’ experience working as a systems engineer on various banking and finance projects at Infosys Technologies Ltd.
Eri Cai is majoring in MS Finance. She is the vice president of the Financial Leadership Association and a co-founder of the Chinese Dancing Crew. She has completed training in financial modelling and valuation practices and is pursuing a career in the banking industry.
Connor McGrath is a senior math major with a concentration in finance. He interned last summer at Towers Watson as an actuary. Upon graduation, Connor will join Moelis & Co’s New York office as an investment banking analyst. He was also a member of the UT Dallas CFA Investment Research Competition team earlier this year.
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.
Taoran Nong is pursuing a master’s degree in finance. He is a Chartered Financial Analyst Level III candidate and holds a BS in information and computing science and a BS in finance from East China University of Science and Technology. Taoran has also interned in China, at the China industrial bank.
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.
Ri (Rae) Xu is pursuing her master’s degree in finance and holds a bachelor’s degree in finance from Shanghai University. She serves as the vice president of the Friendship Association of Chinese Students and Scholars, a UT Dallas student organization for Chinese students and scholars
Ying Zhou is currently pursuing a master’s degree in finance. She holds an undergraduate degree in finance and human resources management from Qingdao University. Ying also worked for TE connectivity as a member of the financial analysis team.