Student Managed Investment Fund (SMIF)
Academics
- Online Learning
- Division of Business and Technologies
- Division of Humanities, Education, and Ministry
- Division of Natural and Health Sciences
- Division of Social and Behavioral Sciences
- Office of the Provost
- Registrar
- Everett L. Cattell Library
- Pendle Hill Pledge
- General Education
- Center for Student Success
- Center for Intercultural Studies
Gain real-world investment experience with Malone University’s Student Managed Investment Fund Club
The Student Managed Investment Fund (SMIF) Club will allow you to explore the theory of equity portfolio management and apply those concepts to a real fund. Analyze stocks, interview Malone administration, make decisions while employing a low turnover strategy, and track the consequences of the execution of those decisions for approximately 1.5% of the corpus of the Malone University Endowment’s value.
How Are Investments Decided/Made?
The Fund would consist of common stocks (equities) or ETFs where diversification within a classification is necessary (for example, Small Cap or International). Club participants will make decisions based on fundamental analysis and with an eye on diversification of the portfolio in partnership with the SMIF director and will determine buy/sell by vote of active club members in consultation with Malone’s Vice President for Finance and Business Affairs.
When and What Are SMIF Meetings Like?
SMIF will meet weekly during the fall and spring semesters and is open to all students who are interested in learning more about investing in common stocks and helping to grow Malone’s Endowment. Club meetings will also include regular financial experts to serve as guest speakers on timely topics. Leadership opportunities will be available, including club president and club controller.
Work Presentation
At the end of each semester, students will have the opportunity to showcase their work through presentations to Malone University’s administration, providing a platform to share their accomplishments, receive feedback, and engage in meaningful dialogue with campus leaders.