The University of Dallas Satish & Yasmin Gupta College of Business received a $100,000 gift from an anonymous donor to create a Student Managed Investment Fund (SMIF) program in the beginning of Fall 2013. The fund was managed by graduate and undergraduate economics and finance students, who were 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 began with five to six student members and an Advisory Board was 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 are evaluated against the S&P 500 Index.
Comparisons are 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 take a weekly review of the existing portfolio, and a monthly risk-adjusted performance analysis of the portfolio is conducted for a review/discussion of the SMIF portfolio and evaluating any revisions.
A portion of the returns generated by the Fund is dedicated to a scholarship program for prospective and current students with a demonstrated interest in finance. 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.
One of the SMIF students received $830 scholarship for the Chartered Financial Analyst (CFA) exams. The scholarship covers their CFA program enrollment fee and CFA exam registration fee. Scholarships are awarded by the Satish & Yasmin Gupta College of Business.
The Spring 2019 Women in Business Leadership Panel and Networking Event featured Dallas/Fort Worth's top female leaders and executives. Leaders in their fields joined University of Dallas students, faculty and alumni for lunch and discussion. They shared insights and tips for living both halves of their lives: the work/life integration.
+ Read MoreOn Feb. 25 and 26, seven UD students traveled to Austin with Director of Undergraduate Admissions and Enrollment Michael Probus, BA '12 MBA '15, to advocate for continuing and/or increasing Tuition Equalization Grant (TEG) money.
+ Read MoreMike Kiegerl's youngest daughter, Christine, would have graduated from UD in the Class of 1994, but just before her graduation, she was struck by an impaired truck driver and died instantly. Kiegerl and his wife, Peggy, established the Christine S. Kiegerl Memorial Scholarship in their girl's memory in 1997.
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