Student Investment Fund

SIF logo

Managing real money -- The University of Tulsa Student Investment Fund

http://www.bloomberg.com/markets/

Welcome to the University of Tulsa Student Investment Fund (SIF). The SIF was established in 1997 and currently has more than $4,000,000 in assets.

The purpose of the fund is to provide students with the opportunity to obtain a real-world experience in the process of managing investment portfolios. Students are able to apply financial theories and models in making real investment decisitons and managing a real portfolio of financial assets. Students can buy and sell securities, learn about asset allocations, and many other things.

The Student Investment Fund is managed by students matriculated in Finance 4113/4123/6113. The class offers students a unique leadership opportunities and practical investment experience. This is a three credit hour course available to both undergraduates and graduate students that satisfy the prerequisites. The class has a student body elected Executive Officer and Secretary and sports four working committees: Portfolio Accounting and Risk, Macro Economic, Membership/Public Relations and Operations/MIS. Each committee has a chair elected by the committee members. Class sessions involve: (i) some knowledge transfer from the Faculty Advisor and experts from the industry; (ii) student presentations and reports of committee activities; (iii) investment discussion by students similar to how mutual fund managers discuss their holdings.

For more information, please contact Tally Ferguson, tally-ferguson@utulsa.edu.