THE INVESTMENT PROGRAM
Develop the skills to think like a long-term institutional investor.
Through hands-on research, analysis, and portfolio management, members develop the judgment and discipline needed to participate in an institutional investment process.
Learn
Research
Pitch
Invest
HOW THE PROGRAM WORKS
Built around a simulated pension fund.
Our investment curriculum is built directly around the McGill Evergreen Simulated Pension Fund Model. Members work in portfolio management teams to analyze asset classes, develop investment recommendations, and present their ideas to the Investment Committee.
27%
Equities
Canadian, U.S., International Developed & Emerging Markets
31%
Fixed Income
Fixed Income & Short-Term/Cash
29%
Real Assets
Real Estate & Infrastructure
13%
Alternatives
Private Equity
FALL 2026 INVESTMENT CYCLE
A semester of applied investment work.
SEPTEMBER
Onboarding & Model Orientation
Teams are introduced to the simulated pension fund and the investment process.
OCTOBER
Cycle 1 — Long-Term Capital Market Outlook
Teams develop allocation and capital market assumptions, then present individual stock pitches.
NOVEMBER
Cycle 2 — Portfolio Review
Teams develop rebalancing recommendations and evaluate the portfolio under stress scenarios.
DECEMBER
Fund Report & Semester Wrap-Up
The investment team consolidates its work into a quarterly fund report.
THREE TYPES OF INVESTMENT WORK
Learn by doing the work behind the portfolio.
Allocation & CMA
Think at the portfolio level.
Evaluate whether the fund’s long-term return expectations, risk assumptions, and asset allocation remain appropriate.
Stock Pitch
Think at the security level.
Research a company or security and determine whether it belongs in a long-term pension portfolio.
Rebalancing
Think about the portfolio’s current position.
Identify allocation drift and determine whether the portfolio should be adjusted.
Stress Test Deck
Test the portfolio under pressure.
[Applications are now closed for other positions as well]