Student Managed Investment Fund Textbook

Current Outline for Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, 2nd edition: 

Chapter 1. Investment Philosophy and Process

Chapter 2. Stock Selection

Chapter 3. ETFs, Bonds, Derivatives 

Chapter 4. Portfolio Construction

Chapter 5. Performance Evaluation 

Chapter 6. Trading and Operations

Chapter 7. Presentations 

Chapter 8. Tools

Appendix 1. Advisor Guide to organization of a SMIF 

Appendix 2. Forums, Symposiums, and Competitions 

If you are interested in more information regarding the upcoming Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, 2nd Edition book, please contact us at: initiatives@investmentresearch.org

Center for Investment Research