Student Managed Investment Funds: An International Perspective

Lawrence, Edward C.
September 2008
Journal of Applied Finance;Fall/Winter2008, Vol. 18 Issue 2, p67
Academic Journal
The most comprehensive survey ever conducted on student managed investment funds shows there are now 314 universities worldwide that offer students the chance to learn about portfolio management by investing real money. In aggregate, students are directly managing more than $407 million in assets in 2007. Most of these programs supplement the more traditional investment courses, which are offered by every institution with a business college. Over the last two decades, student-managed investment funds have grown in both size and complexity as universities have tried to mirror real world experiences. The career success of students coming out of these programs demonstrates the benefits of providing students with as much hands-on experience as possible. This paper should be of interest to faculty, students, employers, and practitioners in the financial community who desire basic knowledge about state-of the-art teaching investments and portfolio management.


Related Articles

  • Risky Business.  // Bank Investment Consultant;Jul/Aug2002, Vol. 10 Issue 6, p44 

    Presents several insights of portfolio managers on business risks in the U.S. Potential pitfalls of companies; Threats of mutual fund investment; Prospects of growth for funds.

  • Who really makes a mutual fund succeed? Altfest, Lewis J. // Medical Economics;12/20/99, Vol. 76 Issue 24, p40 

    Focuses on the importance of portfolio managers to the success of a mutual fund in the United States. Importance of research departments in portfolio management; Opportunities in medical technology.

  • What makes a mutual fund a winner. Finger, Anne L. // Medical Economics;11/06/2000, Vol. 77 Issue 21, p34 

    Identifies key features of successful mutual funds. Consistency of performance; Expense ratio; Manageability of assets; Appropriate turnover; Managerial style.

  • Kick All the Tires. Henssler, Gene W.; Parrish, Theodore L. // Georgia Trend;Sep2001, Vol. 17 Issue 1, p131 

    Focuses on the importance of fund rankings and considerations when buying mutual funds. Examination of the durability and performance of mutual funds; Information access to stock portfolios; Communication of fund managers and investors.

  • &ldqou;We don't know, what funds top keep&rdqou;.  // Medical Economics;2/21/2003, Vol. 80 Issue 4, p76 

    Presents a question-and-answer advisory on the divisions of mutual funds. Facts about the investment portfolio; Tips in preparing the monetary holdings; Need to consider the fund's tax status.

  • Know when to sell.  // Finance Week;08/18/2000, p33 

    Provides tips on how to manage unit investment trusts. Details on the marketing gambit of a unit trust marketer; Adoption of a profit goal in stock purchasing; Need to consider the likely volatility of a chosen asset; Employment of stop strategies.

  • TOP FIVE WEEKLY MANDATE WINS.  // Investment Management Weekly;2/13/2006, Vol. 19 Issue 6, p1 

    Presents a listing of top mutual fund management companies based on the mandates they won, including Loomis Sayles, Smith Asset Management and PanAgora Asset Management.

  • Illinois Teachers' Scrutinizes Managers for Poor Performance. Collings, Richard // Investment Management Weekly;8/20/2001, Vol. 14 Issue 33, p1 

    Scrutinizes Dresdner RCM Global Advisors company and Lincoln Capital Management company for its domestic and international equity portfolios by the Illinois State Teachers' Retirement System.

  • Virginia Retirement Invests in AG Capital. Willcox, Kathleen // Investment Management Weekly;8/20/2001, Vol. 14 Issue 33, p3 

    Deals with the investment offering of the Virginia Retirement System company for AG Capital Recovery Partners mutual fund.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics