Student Managed Investment Fund

Founded in 2008, the Student Managed Investment Fund (SMIF) was created with the idea of giving students a hands-on experience with equity analysis and portfolio management.

The Fund is arranged to resemble a diversified buy-side fund, split into sector teams with managers and analysts. The teams meet on a weekly basis, exchanging ideas and working together to identify potentially profitable equity positions in the markets. After consolidating the information into a full report, the teams present their picks to the advisory board, comprised of the Fund Manager, Flavio Carrillo, and other faculty and professionals.

At the end of each term, the SMIF writes and publishes an annual report that is sent to its donors and board.

In order to participate in the SMIF remember to register for FIN 3560 or 3561 (Click here).

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