Student Management Investment Fund

Student Managed Investment Fund

The University of Dallas Satish & Yasmin Gupta College of Business has recently received a $100,000 gift from an anonymous donor to create a Student Managed Investment Fund (SMIF) program beginning Fall 2013. The fund will be managed by graduate and undergraduate economics and finance students, who will be responsible for all investment research and reporting.

The mission of the SMIF at the University of Dallas is to enhance students' academic pursuits in the study of finance by offering exposure and participation in investment research/analysis and portfolio management/strategies. The SMIF will begin with five to six student members and an Advisory Board will be organized for the purpose of providing counsel and guidance for students.

SMIF follows a conservative management strategy, investing mainly in S&P 500 companies. Specifically, SMIF results shall be evaluated against the S&P 500 Index Comparisons will be made on a risk-adjusted basis through utilization of appropriate risk-adjusted performance ratios such as the Sharpe Ratio, the Treynor Index, the Jensen Performance Index, and Information Ratio. Members of the SMIF will take a weekly review of the existing portfolio, and a monthly risk-adjusted performance analysis of the portfolio will be conducted for a review/discussion of the SMIF portfolio and evaluating any revisions.

A portion of the returns generated by the Fund will be dedicated to a scholarship program for prospective and current students with a demonstrated interest in finance. Scholarships will be awarded by the Satish & Yasmin Gupta College of Business. The SMIF will also be used to complement coursework in the new M.S. Finance Program starting in fall, 2013. Ultimately, SMIF provides student managers with a competitive edge over peers in realizing their career objectives and prepares students for the Chartered Financial Analyst (CFA) Level 1 Exam.

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