Welcome to the BMO Financial Group Finance Research and Trading Lab (Finance Lab) at the Joseph L. Rotman School of Management. The Finance Lab is a state-of-the-art facility that focuses on the integration of theory and research with practice. Research databases and real-time access to global financial resources allow students to link classroom lessons to actual securities and markets. In addition, our custom-designed suite of instructional products use interactive simulations to develop skills for making good financial decisions when faced with uncertainty about future outcomes. These products include the Rotman Interactive Trader and the Rotman Portfolio Manager platforms and the associated simulation cases.

Closure Notice

Further to the ongoing planning around COVID-19, following the guidelines of the Rotman School of Management and the University of Toronto, the BMO Financial Group Finance Research and Trading Lab will be closed until further notice with no access either during regular hours or with key-FOB after hours. Please visit this webpage for more detailed information.

If students or faculty have any questions about the Finance Lab resources, research support, information requests, or the closure in general, please email financelab@rotman.utoronto.ca

Finance Lab Mandate

  • To enhance the Rotman School's teaching and training by providing students with access to the global financial community and its resources in a real-time setting.
  • To contribute to the integration of theory and practice by delivering hands-on experience to users in order to enhance the global competitiveness of our students and our School.
  • To become an innovator in new curriculum development, business initiatives, software development & other activities of value to the Rotman School and business communities.
  • To provide a focal point for research and training in a range of financial disciplines, including: investment strategy and portfolio management; financial engineering and risk management; trading; and analysis of the microstructure of markets.

Need Help?

The Finance Lab employs 17 part-time lab assistants to help students and faculty throughout the year. If you're interested in finding out more about the lab, feel free to come in with your questions during their scheduled hours. If a lab assistant is not available, please browse our list of lab resources and contents on the resources page. If you still cannot find what you're looking for, submit your own question and we will be happy to answer it promptly.