... returns. Universities created student-managed investment funds (SMIFs) to train students in portfolio management as fiduciaries. However, analyses of the effectiveness of the SMIF as a medium for expert knowledge transfer have not been done. Design/methodology/approach The authors’ analyze an SMIF's...

... on the existing literature regarding student-managed investment funds (SMIFs or SMFs) by presenting a case study on the implementation of a student-managed cryptoasset fund at Roanoke College. Findings The value of experiential learning through student-managed funds (SMFs) is well established. Thus...

...Crystal Yan Lin Purpose The purpose of this paper is to investigate the embedded challenges of student-managed investment funds (SMIFs) and provide recommendations to work with these issues. Design/methodology/approach The paper analyzes and critiques the ways SMIFs are structured and operated...

...Erin Oldford Purpose The purpose of this paper is to describe how a student-managed investment fund (SMIF) moved from an idea to an operational program over the period of a year at Memorial University in Newfoundland, Canada. The aim is to provide insight to other institutions on how to build...

...Peter Ammermann; Pia Gupta; Yulong Ma Purpose The student-managed investment fund (SMIF) program at California State University, Long Beach (CSULB), was launched in 1995 with one portfolio worth $50,000. In the two decades since then, the program has grown to include three portfolios...

...Thomas S. Howe; Vladimir Kotomin; Min-Yu (Stella) Liao; Abhishek Varma Purpose The purpose of this paper is to document and compare the characteristics of two student-managed investment funds at the University. Design/methodology/approach This study uses a case study approach to achieve...

...Michael Phillips; John Volker; Susan Cockrell Purpose The purpose of this paper is to provide a detailed framework of goals, processes and solutions that can serve as a starting point for instructors in designing their own student-managed investment fund (SMIF) course experience that is relevant...

...Jean L. Heck; Peter A. Ammermann; L.R. Runyon; Reuben Conceicao Purpose The purpose of this study is to develop an investment strategy designed both to enable student‐managed investment fund (SMIF) students to more quickly build out their portfolio at the beginning of the academic year and to give...