Student Managed Investment Fund
Managing Real Money = Real Experience
The Student Managed Investment Fund (SMIF), a security valuation and portfolio management practicum course, offers both graduate and undergraduate students the opportunity to manage an equity portfolio with a market value of approximately $2.8 million. SMIF students are required to conduct rigorous, research-based fundamental analysis and valuations of current portfolio holdings and prospective holdings. The course is a mix of instructor lectures, student presentations, and class discussions and debates. Students learn to use many of the tools that investment management professionals use, including the ubiquitous Bloomberg Professional data service. Each semester, approximately 10 undergraduate and 10 graduate students are selected to participate based on GPA, elective courses taken, student interest in pursuing the CFA charter, personal investing experience, and related internships or work experience. Learn more about SMIF.