Student-Managed Investment Funds
Organization, Policy, and Portfolio Management

A hands-on textbook about the roles, decisions, administration, and opportunities in SMIFs that textbooks on portfolios and investments always overlook

Brian Bruce (Author)

9780128178669, Elsevier Science

Paperback, published 23 July 2020

602 pages
22.9 x 15.2 x 3.7 cm, 1.2 kg

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.

1. Investment Philosophy and Process 2. Stock Selection 3. ETFs, Bonds, Derivatives 4. Portfolio Construction 5. Performance Evaluation 6. Trading 7. Presentations 8. Tools

Subject Areas: Personal finance [VSB], Stocks & shares [KFFM2], Investment & securities [KFFM], Banking [KFFK]