Master’s in Finance Project with Invesco: Real Investment Challenges

At Advantere, learning goes beyond textbooks. The Master’s in Finance project with Invesco is a perfect example of how students gain hands-on experience in real-world finance.

Our Project-Based Learning (PBL) methodology immerses students in real-world challenges, equipping them with the skills and experience they need to thrive in the financial industry. This term, students from the Master’s in Finance collaborated with Invesco, one of the world’s leading investment management firms, and developed a systematic investment process from scratch.

PBL is an innovative approach that places students in real-world scenarios. They must analyze problems, develop solutions, and present their findings to industry professionals.

At Advantere, this methodology is at the core of our academic philosophy. It bridges the gap between theory and practice while fostering critical thinking, adaptability, and teamwork. The Master’s in Finance project with Invesco exemplifies this hands-on approach.

For this PBL initiative, students were tasked with identifying an investment opportunity in the fixed income and/or equity markets. Their challenge was to identify an investment opportunity in a publicly traded market, build an investment process, assess risks, conduct portfolio simulations, and draft a prospectus for a potential mutual fund or ETF. They could choose to adopt either a passive (beta) or active (alpha) investment approach, analyzing key performance drivers along the way.

Throughout the project, students received guidance from Jorge Martin, Director of the Master’s in Finance, as well as top executives from Invesco, including Ricardo Rodríguez-Vita, Begoña Gómez, and Macarena Velasco. Their mentorship ensured that students received direct insights from experienced professionals in asset management.

The culmination of the project was a final presentation, where students showcased their work to senior executives from Invesco, including Íñigo Escudero, Head of Iberia, US Offshore, LatAm, and Israel Distribution. This exposure to real-world financial decision-making was invaluable for their professional development.

Reflecting on last year’s collaboration, Íñigo Escudero highlighted the fresh perspectives students bring: “The most important thing is that they think outside the box. It’s really refreshing.”

Students also recognize the impact of this experience: “The PBL methodology puts you in real-time situations, helping you understand the market, the office, and the environment. It’s hands-on training that shapes your future.”

By working closely with a global investment firm like Invesco, students in the Master’s in Finance were not just learning about finance—they were actively participating in it.

This is what makes PBL at Advantere a game-changer for future financial leaders.

Curious about how our programs prepare students for impactful careers? Explore our programs in International Management, Finance, and Talent Management (HR) today and start shaping your future with Advantere.