Student Managed Investment Fund Performance: A Look at Equity Portfolio Data

Authors

Abstract

Research on the performance of student managed investment funds (SMIFs) is needed in the literature. Using data from a SMIF at a university in Florida, this paper provides some evidence of this performance while noting the importance of active portfolio management within the SMIF. The results underscore two points: 1.) University officials can rely on students to manage actual investment monies, with proper oversight. 2.) Active management of the SMIF can add value. The goal of this paper is to encourage schools to begin SMIFs and help convince university officials that active portfolio management by students is a good idea.

Recommended Citation

(2026) "Student Managed Investment Fund Performance: A Look at Equity Portfolio Data," Journal of Economics and Finance Education: Vol. 13: Iss. 1, Article 7.
Available at: https://scholarship.rollins.edu/jefe/vol13/iss1/7