Managerial Finance: Volume 46 Issue 5

Publisher note

How to develop successful and ethical investment analysts: Marquette University’s Applied Investment Management program

Matteo Arena, David K. Krause

The purpose of this paper is to suggest best practices for managing a successful student-managed investment program (SMIP) based on the experience of the Marquette University’s…

Value added: West Virginia University’s approach to innovative experiential learning

Naomi E. Boyd, Gulnara R. Zaynutdinova, Michael Burdette, Nathan Burks

The purpose of this paper is to expand the domain of experiential learning by sharing the experiences of establishing and developing student managed investment fund (SMIF) at West…

TVA investment challenge: an experiential learning program

Mahmoud Mustafa Haddad, Arnold L. Redman, Nell S. Gullett

The Tennessee Valley Authority (TVA) provided funds to 25 universities in its service region for the establishment of student-managed investment funds (SMIF). The purpose of this…

The SIM program at Saint Louis University: Structure, portfolio performance and use of LinkedIn to maintain an alumni network

Brian Betker, Thomas W. Doellman

The purpose of this paper is to describe the student investment management program at Saint Louis University.

A tale of two SMIPs: equity and fixed income

Thomas S. Howe, Vladimir Kotomin, Min-Yu (Stella) Liao, Abhishek Varma

The purpose of this paper is to document and compare the characteristics of two student-managed investment funds at the University.

From stock selection to multi-asset investment management: The evolution of a student-managed investment fund

Asli Ascioglu, Kevin John Maloney

The purpose of this paper is to trace the evolution of the Archway Investment Fund (AIF) at Bryant University from its founding in 2005 as a portfolio focused exclusively on US…

RPI’s James Fund: ETFs, decision making, & manager transitions

Thomas Shohfi

The James Fund at Rensselaer Polytechnic Institute’s Lally School of Management is a small, recently established, course-driven student-managed investment fund (SMIF). The purpose…

A dual portfolio approach to a student managed fund

Daniel Huerta, Mark Pyles

The purpose of this paper is to describe an investment program that offers students with the opportunity to simultaneously manage a private asset fund and a public asset fund. The…

Formation of a student managed investment fund: risk management and oversight

Derek Horstmeyer

The creation and formation of a student managed investment fund (SMIF) is a risky proposition for all stakeholders involved in the process. These risks include reputational risks…

Risk management in student-managed funds: Earnings announcements and the collar strategy

J. Christopher Hughen, Peter P. Lung

Student-managed investment funds typically pursue “plain vanilla” objectives. The purpose of this paper is to demonstrate the value of adding option strategies to reduce the risk…

West Point: teaching leadership and risk management through investing

Aaron W. Stark, Isaac Wisniewski

The purpose of this paper is to look at how the faculty at West Point uses a student-managed investment fund (SMIF) to contribute to the development of Army officers.