The UMass Boston Undergraduate Student Managed Equity Fund is a student-led investment fund operating under the College of Management’s Asset Management Practicum (AF 444). With over $200,000 in assets under management (AUM), SMF provides undergraduate students at UMass Boston with real-world experience in equity research, portfolio construction, and investment decision-making. The fund employs a long-only equity strategy with the objective of outperforming the S&P 500 benchmark while maintaining sustainable risk management practices.
Established in 2008 by the UMass Foundation with an initial capital of $10,000, the fund has grown substantially over the years. Its dual mission is to deliver practical educational value through experiential learning in capital markets and to support the financial advancement and institutional mission of the University of Massachusetts system.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 100 Morrissey Blvd, Boston,massachusetts,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- HQ
- Boston, Massachusetts
Umass Boston Student Managed Fund Questions
Umass Boston Student Managed Fund's LinkedIn profile is https://www.linkedin.com/company/umass-boston-smf
Umass Boston Student Managed Fund has
1 employees.
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Investment Management
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Umass Boston Student Managed Fund's categories are Investment Management
Umass Boston Student Managed Fund's founding year is 2008
