The Student-Managed Investment Fund: A Special Opportunity in Learning

Block, Stanley B.; French, Dan W.
March 1991
Financial Practice & Education;Spring/Summer91, Vol. 1 Issue 1, p35
Academic Journal
This article discusses the opportunities and pitfalls that finance department encounters in operating student-managed investment funds in the U.S. One of the conventional barriers to using a portion of a university's endowment for a student-managed portfolio has been from the university's financial officials. Historically, university financial officers have been protective of their investment area and often less than forthcoming about their activities. Many universities now operate in the same fashion as large pension funds, viewing themselves as a plan sponsor and seeking a cross-section of portfolio managers to manage their endowment. It is really the portfolio managers that are on the spot to perform much more than the chief financial officer. If a university has $100 million in endowment, the finance faculty, via a student management program, might propose to serve as portfolio managers for one million dollars. Since this represents a mere one percent of the university's endowment, there is not a great risk to the institution.


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