UMass Boston Student Managed Fund Company Profile, Contacts & Intelligence

UMass Boston Student Managed Fund Overview

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.

Headquarters

Boston, Massachusetts, United States

Industry

Investment Management

Founded

2008

Stock Symbol

FINAN

NAICS

Other Financial Investment Activities, Portfolio Management

UMass Boston Student Managed Fund Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

UMass Boston Student Managed Fund People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

Compare Similar Companies to UMass Boston Student Managed Fund

Explore companies in related markets and compare their industry and employee estimates.