Student Managed Investment Funds

Student Managed Investment Funds
Author: Brian Bruce
Publsiher: Academic Press
Total Pages: 602
Release: 2020-07-29
ISBN 10: 0128178671
ISBN 13: 9780128178676
Language: EN, FR, DE, ES & NL

Student Managed Investment Funds Book Review:

Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike. Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation Provides explanations and examples about organizing a student-managed fund Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples

Trading and Money Management in a Student Managed Portfolio

Trading and Money Management in a Student Managed Portfolio
Author: Brian Bruce,Jason Greene
Publsiher: Academic Press
Total Pages: 504
Release: 2013-11-01
ISBN 10: 0080911935
ISBN 13: 9780080911939
Language: EN, FR, DE, ES & NL

Trading and Money Management in a Student Managed Portfolio Book Review:

Trading and Money Management in a Student-Managed Portfolio is a hands-on textbook for student-managed investment funds (SMIFs). The book presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and detail necessary for developing and executing trading strategies. Developed specifically for SMIF courses, the book features calculations, examples, and software that help you move from talking about markets to taking positions in them. Methodically summarizes the disciplines and skills necessary for trading Teaches you to build a ranking model for securities and write a research report for a sell-side firm Covers equities, fixed income, derivatives, and hedge funds

Student Managed Investment Funds

Student Managed Investment Funds
Author: Edward C. Lawrence
Publsiher: Unknown
Total Pages: 17
Release: 2015
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1306341679
Language: EN, FR, DE, ES & NL

Student Managed Investment Funds Book Review:

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.

Options Trading Strategies in a Student Managed Investment Fund

Options Trading Strategies in a Student Managed Investment Fund
Author: Kent T. Saunders
Publsiher: Unknown
Total Pages: 26
Release: 2016
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1306261612
Language: EN, FR, DE, ES & NL

Options Trading Strategies in a Student Managed Investment Fund Book Review:

Student managed investment funds provide students the opportunity to manage a portfolio of real dollar investments and earn academic credit. Student managed funds typically benefit a University through improved course offerings within the field of finance where academic knowledge and practical experience are developed simultaneously. One area that has not been developed in the literature is the use of option trading strategies in a student managed fund. This paper seeks to fill that void by providing examples of how covered calls and protective puts can be evaluated and implemented in a student managed fund.

Student Managed Investment Funds in Religiously Affiliated and Independent Colleges and Universities

Student Managed Investment Funds in Religiously Affiliated and Independent Colleges and Universities
Author: Kent T. Saunders
Publsiher: Unknown
Total Pages: 9
Release: 2016
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1306261687
Language: EN, FR, DE, ES & NL

Student Managed Investment Funds in Religiously Affiliated and Independent Colleges and Universities Book Review:

Many colleges and universities now offer student-managed investment fund (SMIF) courses where students simultaneously manage a portfolio of real dollar investments and earn academic credit. This paper compares and contrasts the investment policies and objectives between religiously affiliated and independent private colleges and universities. Universities that offer SMIF courses as a part of their undergraduate finance curriculum were categorized as either a religiously affiliated or an independent private university. An instructor survey was administered to collect data on the specific investment policies with special consideration to socially responsible investment concerns. Additional data was gathered from U.S. News & World Report and the Integrated Postsecondary Education Data System (IPEDS) in order to control for institution size, academic reputation, and other institutional variables. Comparison variables of interest include the size of the fund under student control, whether or not socially responsible investment policies are implemented, and whether or not margin trading and derivative trading are permissible investment strategies. The results of this study outline differences in the practice of socially responsible investing between the institution types and provide a glimpse into some of the unique concerns that religiously affiliated schools consider when operating student-managed investment funds.

The Challenges and Opportunities of Student Managed Investment Funds at Metropolitan Universities

The Challenges and Opportunities of Student Managed Investment Funds at Metropolitan Universities
Author: Douglas R. Kahl
Publsiher: Unknown
Total Pages: 135
Release: 1998
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1291271154
Language: EN, FR, DE, ES & NL

The Challenges and Opportunities of Student Managed Investment Funds at Metropolitan Universities Book Review:

The number of student-managed investment funds has grown rapidly in recent years. In the four decades since the first student-managed investment fund was established at Gannon University, the number of such funds has grown at a rate of less than one per year to thirty-four in 1993. However, that rate of growth has changed dramatically in recent years. Oak Associates Ltd., the Akron, Ohio based investment-management company, has funded ten student-managed investment funds since January 1996. The fund established by Oak Associates Ltd. at The University of Akron provides students with the opportunity to learn about investing real money on a real-time basis. The Oak Grant provides significant educational opportunities at the University and some real challenges in the organization and management of the funds.

Experiential Learning

Experiential Learning
Author: Kent T. Saunders
Publsiher: Unknown
Total Pages: 16
Release: 2016
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1306261658
Language: EN, FR, DE, ES & NL

Experiential Learning Book Review:

In many universities innovations in financial education have allowed a movement beyond simulations to student management of real dollar funds. Through the investment of real money, students have the additional responsibility to act as a steward on behalf of their client. When purchasing equities as part of their investment portfolio, students can practice real life shareholder advocacy and engagement through socially responsible investing. The focus of this paper will be the experience of shareholder engagement within a student managed investment fund at Anderson University. Specifically, this paper will detail the experience of attending actual annual meetings in person and online, corporate visits, proxy voting, and writing shareowner proposals.

Sustainable Investing

Sustainable Investing
Author: Cary Krosinsky,Sophie Purdom
Publsiher: Taylor & Francis
Total Pages: 322
Release: 2016-12-08
ISBN 10: 1317192850
ISBN 13: 9781317192855
Language: EN, FR, DE, ES & NL

Sustainable Investing Book Review:

A seminal shift has taken place in the world of investing. A clear and overarching reality has emerged which must be solved: financial considerations must factor in sustainability considerations for ongoing societal success, while sustainability issues equally need to be driven by a business case. As a result, investment practices are evolving, especially towards more positive philosophies and frameworks. Sustainable Investing brings the reader up to speed on trends playing out in each region and asset class, drawing on contributions from leading practitioners across the globe. Implications abound for financial professionals and other interested investors, as well as corporations seeking to understand future investment trends that will affect their shareholders’ thinking. Policymakers and other stakeholders also need to be aware of what is happening in order to understand how they can be most effective at helping implement and enable the changes arguably now required for economic and financial success. Sustainable Investing represents an essential overview of sustainable investment practices that will be a valuable resource for students and scholars of sustainable banking and finance, as well as professionals and policymakers with an interest in this fast-moving field.

Mutual Funds

Mutual Funds
Author: Seth Anderson,Parvez Ahmed
Publsiher: Springer Science & Business Media
Total Pages: 166
Release: 2006-03-30
ISBN 10: 0387253084
ISBN 13: 9780387253084
Language: EN, FR, DE, ES & NL

Mutual Funds Book Review:

Mutual funds are the dominant form of investment companies in the United States today, with approximately $7 trillion in assets under management. Over the past half century an important body of academic research has addressed various issues about the nature of these companies. These works focus on a wide range of topics, including fund performance, investment style, and expense issues, among others. MUTUAL FUNDS: Fifty Years of Research Findings is designed for the academic researcher interested in the various issues surrounding mutual funds and for the practitioner interested in funds for investment purposes. The authors briefly trace the historical evolution of funds, present important aspects of the Investment Company Act of 1940, and then summarize a substantial portion of the academic literature which has been written over the past five decades. "This book presents an outstanding wealth of information on mutual funds in a remarkably readable format. It is probably the most comprehensive work currently available on funds. The book sheds light on the numerous issues surrounding mutual fund performance and pricing and is an important resource for any serious investor." Kathleen A. Wayner, Bowling Portfolio Management, President and CEO

Initiating a Student Managed Investment Fund Feasibility Study for James Madison University

Initiating a Student Managed Investment Fund Feasibility Study for James Madison University
Author: Anonim
Publsiher: Unknown
Total Pages: 270
Release: 1994
ISBN 10: 1928374650XXX
ISBN 13: OCLC:32398355
Language: EN, FR, DE, ES & NL

Initiating a Student Managed Investment Fund Feasibility Study for James Madison University Book Review:

Formation of a Student Managed Investment Fund

Formation of a Student Managed Investment Fund
Author: Derek Horstmeyer
Publsiher: Unknown
Total Pages: 13
Release: 2019
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1304265110
Language: EN, FR, DE, ES & NL

Formation of a Student Managed Investment Fund Book Review:

The creation and formation of a Student Managed Investment Fund (SMIF) is a risky proposition for all stakeholders involved in the process. These risks include reputational risks for the individuals involved, fiduciary risks for the school's Board of Trustees, and monetary risks for the university itself. This paper serves to explain and detail how these risks can be mitigated through specific oversight committee construction, distributional/benchmarking requirements for the fund, and detailed trading rules (exit points, short sale constraints, loss provisions, etc) for fund managers, which can all be codified in the bylaws of the SMIF.

A Comprehensive Guide to Exchange Traded Funds ETFs

A Comprehensive Guide to Exchange Traded Funds  ETFs
Author: Joanne M. Hill,Dave Nadig,Matt Hougan
Publsiher: CFA Institute Research Foundation
Total Pages: 135
Release: 2015-05
ISBN 10: 1934667862
ISBN 13: 9781934667866
Language: EN, FR, DE, ES & NL

A Comprehensive Guide to Exchange Traded Funds ETFs Book Review:

Exchange-traded funds (ETFs) have become in their 25-year history one of the fastest growing segments of the investment management business. These funds provide liquid access to virtually every financial market and allow large and small investors to build institutional-caliber portfolios. Yet, their management fees are significantly lower than those typical of mutual funds. High levels of transparency in ETFs for holdings and investment strategy help investors evaluate an ETF’s potential returns and risks. This book covers the evolution of ETFs as products and in their uses in investment strategies. It details how ETFs work, their unique investment and trading features, their regulatory structure, how they are used in tactical and strategic portfolio management in a broad range of asset classes, and how to evaluate them individually.

Mutual Funds

Mutual Funds
Author: Seth Anderson,Parvez Ahmed
Publsiher: Springer Science & Business Media
Total Pages: 184
Release: 2005-04-20
ISBN 10: 9780387253077
ISBN 13: 0387253076
Language: EN, FR, DE, ES & NL

Mutual Funds Book Review:

Mutual funds are the dominant form of investment companies in the United States today, with approximately $7 trillion in assets under management. Over the past half century an important body of academic research has addressed various issues about the nature of these companies. These works focus on a wide range of topics, including fund performance, investment style, and expense issues, among others. MUTUAL FUNDS: Fifty Years of Research Findings is designed for the academic researcher interested in the various issues surrounding mutual funds and for the practitioner interested in funds for investment purposes. The authors briefly trace the historical evolution of funds, present important aspects of the Investment Company Act of 1940, and then summarize a substantial portion of the academic literature which has been written over the past five decades. "This book presents an outstanding wealth of information on mutual funds in a remarkably readable format. It is probably the most comprehensive work currently available on funds. The book sheds light on the numerous issues surrounding mutual fund performance and pricing and is an important resource for any serious investor." Kathleen A. Wayner, Bowling Portfolio Management, President and CEO 513.871.7776

Risk Management in Student Managed Funds

Risk Management in Student Managed Funds
Author: J. Christopher Hughen
Publsiher: Unknown
Total Pages: 24
Release: 2018
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1304335639
Language: EN, FR, DE, ES & NL

Risk Management in Student Managed Funds Book Review:

Student-managed investment funds typically pursue “plain vanilla” objectives that satisfy risk-adverse university administrators. We demonstrate the value of adding option strategies to reduce the risk of equity positions around earnings announcements. Such trading strategies enhance the pedagogical value of these classes in several ways. First, students learn how to implement risk reduction strategies. Second, the proper implementation of these strategies requires students to learn the complex mechanisms associated with corporate earnings dissemination and analyst coverage. This also provides an opportunity to study earnings drift, which is a persistent and economically significant financial anomaly. We document how students have successfully utilized collar strategies to immunize risk in the fund at the University of Denver.

The Guru Investor

The Guru Investor
Author: John P. Reese,Jack M. Forehand
Publsiher: John Wiley & Sons
Total Pages: 336
Release: 2009-02-04
ISBN 10: 9780470446775
ISBN 13: 0470446773
Language: EN, FR, DE, ES & NL

The Guru Investor Book Review:

Today's investor is faced with a myriad of investment options and strategies. Whether you are seeking someone to manage your money or are a self-directed investor deciding to tackle the market on your own, the options can be overwhelming. In an easy-to-read and simple format, this book will dissect the strategies of some of Wall Street's most successful investment gurus and teach readers how to weed through the all of the choices to find a strategy that works for them. The model portfolio system that author John Reese developed turns each strategy into an actionable system, addressing many of the common mistakes that doom individual investors to market underperformance. This book will focus on the principles behind the author's multi-guru approach, showing how investors can combine the proven strategies of these legendary "gurus" into a disciplined investing system that has significantly outperformed the market. Gurus covered in the book are: Benjamin Graham; John Neff; David Dreman; Warren Buffett; Peter Lynch; Ken Fisher; Martin Zweig; James O'Shaughnessy; Joel Greenblatt; and Joseph Piotroski.

Anatomy of the Bear

Anatomy of the Bear
Author: Russell Napier
Publsiher: Harriman House Limited
Total Pages: 334
Release: 2016-01-18
ISBN 10: 0857195239
ISBN 13: 9780857195234
Language: EN, FR, DE, ES & NL

Anatomy of the Bear Book Review:

How does one spot the bottom of a bear market? What brings a bear to its end? There are few more important questions to be answered in modern finance. Financial market history is a guide to understanding the future. Looking at the four occasions when US equities were particularly cheap - 1921, 1932, 1949 and 1982 - Russell Napier sets out to answer these questions by analysing every article in the Wall Street Journal from either side of the market bottom. In the 70,000 articles he examines, one begins to understand the features which indicate that a great buying opportunity is emerging. By looking at how markets really did work in these bear-market bottoms, rather than theorising how they should work, Napier offers investors a financial field guide to making the best provisions for the future. This new edition includes a brand new preface from the author and a foreword by Merryn Somerset Webb.

Hedgehogging

Hedgehogging
Author: Barton Biggs
Publsiher: John Wiley & Sons
Total Pages: 320
Release: 2011-01-11
ISBN 10: 9781118044810
ISBN 13: 1118044819
Language: EN, FR, DE, ES & NL

Hedgehogging Book Review:

Rare is the opportunity to chat with a legendary financial figure and hear the unvarnished truth about what really goes on behind the scenes. Hedgehogging represents just such an opportunity, allowing you to step inside the world of Wall Street with Barton Biggs as he discusses investing in general, hedge funds in particular, and how he has learned to find and profit from the best moneymaking opportunities in an eat-what-you-kill, cutthroat investment world.

The Art and Science of Student Managed Investment Portfolios

The Art and Science of Student Managed Investment Portfolios
Author: Rustin T. Yerkes
Publsiher: Unknown
Total Pages: 135
Release: 2018
ISBN 10: 1928374650XXX
ISBN 13: OCLC:1304416854
Language: EN, FR, DE, ES & NL

The Art and Science of Student Managed Investment Portfolios Book Review:

Student-managed portfolios are now well-established experiential learning tools in business programs. A variety of factors, including behavioral differences in student decision making, are impossible to replicate in a simulated environment. The learning outcomes gained from the management of real funds include real-world experience as students learn to adhere to investment policies, conduct economic and security-specific research, interact with internal and external constituents, monitor performance, and place trades. This article provides a comprehensive overview of the literature on student funds and documents key benefits and challenges, as well as best practices for overcoming these challenges.

Alternative Investments A Primer for Investment Professionals

Alternative Investments  A Primer for Investment Professionals
Author: Donald R. Chambers,Keith H. Black,Nelson J. Lacey
Publsiher: CFA Institute Research Foundation
Total Pages: 135
Release: 2018
ISBN 10: 1944960384
ISBN 13: 9781944960384
Language: EN, FR, DE, ES & NL

Alternative Investments A Primer for Investment Professionals Book Review:

Alternative Investments: A Primer for Investment Professionals provides an overview of alternative investments for institutional asset allocators and other overseers of portfolios containing both traditional and alternative assets. It is designed for those with substantial experience regarding traditional investments in stocks and bonds but limited familiarity regarding alternative assets, alternative strategies, and alternative portfolio management. The primer categorizes alternative assets into four groups: hedge funds, real assets, private equity, and structured products/derivatives. Real assets include vacant land, farmland, timber, infrastructure, intellectual property, commodities, and private real estate. For each group, the primer provides essential information about the characteristics, challenges, and purposes of these institutional-quality alternative assets in the context of a well-diversified institutional portfolio. Other topics addressed by this primer include tail risk, due diligence of the investment process and operations, measurement and management of risks and returns, setting return expectations, and portfolio construction. The primer concludes with a chapter on the case for investing in alternatives.

Investing with Volume Analysis

Investing with Volume Analysis
Author: Buff Pelz Dormeier
Publsiher: FT Press
Total Pages: 176
Release: 2011-03-16
ISBN 10: 9780132613293
ISBN 13: 0132613298
Language: EN, FR, DE, ES & NL

Investing with Volume Analysis Book Review:

In the continual pursuit for higher profits, investors and traders alike often assume significantly higher risks while chasing the next hot opportunity. Other more sophisticated investors attempt to employ complicated indicators while not fully understanding the information the indicator was designed to reveal. On the other hand, savvy investors employ analysis to gauge the market, positioning themselves to potentially earn higher profits with significantly less risk. Volume analysis attempts to delve deep inside the market trends to help identify shifts within the markets. Investing with Volume Analysis: Identify, Follow, and Profit from Trendspresents an enlightened perspective on the role of volume, not only in pragmatic terms but also in terms of apprehending the underlying rationale of how and why. Award-winning technical analyst Buff Pelz Dormeier teaches state-of-the-art methods for analyzing the relationship of volume to price movements and the evolution of market trends.