...Chinmoy Ghosh; Paul Gilson; Michel Rakotomavo Purpose The purpose of this paper is to present a review of the student managed investment fund at the School of Business, University of Connecticut. Design/methodology/approach The authors trace the history and growth of the fund and identify...

...Samar Ashour; Craig G. Rennie; Sergio Santamaria Purpose The purpose of this paper is to describe lessons learned from integrating student-managed investment funds (SMIFs) in finance education systems based on the case of the Raymond Rebsamen Investment Fund at the Sam M. Walton College...

...Mahmoud Mustafa Haddad; Arnold L. Redman; Nell S. Gullett Purpose The Tennessee Valley Authority (TVA) provided funds to 25 universities in its service region for the establishment of student-managed investment funds (SMIF). The purpose of this paper is to examine the TVA Investment Challenge...

...David A. DeBoeuf Purpose The purpose of this paper is to outline the problems encountered by a student-managed investment program (SMIP) when the pool of qualified finance majors is limited in number. Restructuring the program to a single-semester course and opening the class to motivated...

... for the application of class material using a combination of group and individual projects. Design/methodology/approach Students enrolled in the class completed a survey about the integrated approach and the required simulated trading. Findings Over 87 per cent of students agreed that the economic analysis...

...Jared H. Bowers; Angeline M. Lavin Purpose The purpose of this paper is to develop and test a model that can be used to help students learn the investment analysis process and accurately identify good and bad investment opportunities. Design/methodology/approach The model tested...

...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...

...Jean L. Heck; Jeff Donaldson; Donald Flagg; J. Hunter Orr Purpose The purpose of paper is to provide students with a sorting methodology to select securities and build portfolios. Design/methodology/approach This paper uses various accounting variables for all firms in the S&P 500, sorted...

...Jean L. Heck; Darren W. Dahl; Kamal Smimou Purpose The purpose of this paper is to focus on the perceptions that undergraduate students formed and provides further insight into the relationship between perceived teaching quality (with its descriptors) and student motivation. Design/methodology...

...Jean L. Heck; Carla Guevara; Scott Stewart Purpose This research study seeks to identify what graduating students and alumni perceive to be of most value in courses, and in turn the relationship of those perceptions with the information in evaluations conducted by students at the conclusion...

...Don T. Johnson; Ronald J. Bauerly; Doug Waggle Notes US efforts to make documents easier to read and reviews previous research on readability. Presents a study of the readability of the investment objective sections of two mutual fund prospectuses, using a sample of college students, the Cloze...

.... Surveys students before and after financial planning instruction to identify any attitude changes. Finds that many had no idea of how to calculate the funds needed to meet their expectations initially, but that after their finance course they became more realistic about their requirements. Concludes...