The Student Managed Investment Fund (SMIF) is designed to give students hands-on experience in performing investment research and managing a portfolio prior to entering the workforce. Students are expected to evaluate the existing portfolio composition and attribute past investment performance, generate investment ideas, research investment opportunities, and make recommendations based on their analysis. Some of the research is performed individually while most research is done as a team. It is the student’s responsibility to initiate research ideas and to recommend specific investment actions. Students gain extensive experience with the tools in the Financial Information Lab as part of their work, including FactSet and Bloomberg.
Upon completion and presentation of their research to the class, student analyst teams may recommend the purchase or sale of securities. The class then votes on the recommendation. If the recommendation is approved by 60% of the class, a second presentation is delivered to the Funds Investment Committee comprised of a representative from the Treasurer’s Office, Tobin College of Business faculty, and various guest business executives including SMIF alumni. If the Investment Committee approves the recommendation, the transaction is executed. The procedures and policies governing the investment process are detailed in the Student Managed Fund Investment Manual.
Students submit applications in order to gain admission to the course for each semester. Applications are available from the chairperson of the Department of Economics and Finance, from the Faculty Advisor, or from advisors in the Dean’s Office. Applications are reviewed and students are notified of the Selection Committee’s decisions. If accepted, students are asked to confirm their intent to accept admission and register for the course.
The graduate fund is currently valued at close to $4 million, while the undergraduate fund is valued at about $5.5 million.
Company Details
- Founded
- -
- Address
- 101 Astor Pl, New York,ny 10003,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Queens.
- HQ
- New York, NY
Smif Sju Questions
Smif Sju's LinkedIn profile is https://www.linkedin.com/company/st-johns-university-smif
Smif Sju's industry is
Investment Management
Smif Sju's top competitors are
Dc Creative,
Deansgate Barakah Law Corporation,
Fma Student Chapter At St. John's University,
Jusequity Law Corporation,
Thomas J. Cox Jr. Honors Program,
Economics & Finance Society,
Evergreen Fund,
A Rohim Noor Lila Llp,
International Elite Program,
Lee Shergill Llp.
Smif Sju's categories are Investment Management
Smif Sju's founding year is 2002
