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Student Investment Fund

Managing Real Money

The University of Tulsa’s Student Investment Fund was established in 1997 and currently has more than $5,000,000 in assets that students manage.

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 through buying and selling securities and learning about asset allocations. Students are able to apply financial theories and models in making real investment decisions and managing a real portfolio of financial assets.

The class elects an Executive Officer and Secretary and has four working committees: Portfolio Accounting and Risk, Macro Economic, Membership/Public Relations and Operations/MIS. 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 at tally-ferguson@utulsa.edu or Judy Adair at judy-adair@utulsa.edu.

History of SIF

On March 23, 1998, the Student Investment Fund (SIF) made its first transaction by purchasing 250 shares of Cohu and 215 shares of Tidewater. The value of the fund was $300,000.  Most of the monies were invested in a money market fund. The original investment policy was to purchase small cap under-valued securities. However, the combination of a terrible market for small caps, the inability to make quick decisions, and the rapid turnover of students soon convinced the students that they needed to invest in a somewhat more mature market. The result was a move to mid-cap and large-cap securities.

At the end of Spring 2013 semester, the SIF portfolio value crossed the $3 million threshold for the first time since its implementation in 1997. The portfolio is now valued at more than $5 million! Earnings from the SIF have been used to award approximately $1 million in scholarships.

The future of the SIF is very bright. Enrollment is high. Friends of Finance, the organization that raises money for the SIF, is doing very well and is very committed to helping the SIF grow and improve the quality of the finance program.

Policies and Procedures

The Student Investment Fund Organization is guided by an Advisory Board and faculty adviser.

To apply, please complete the Application form and return to Judy Adair, Collins College of Business,  Room 122-A Helmerich Hall.

Bylaws
Investment Policy
Parliamentary Procedures

Student Application

To apply, please complete the Application form and return to Judy Adair, Collins College of Business, Room 122-A in Helmerich Hall.

Student Investment Fund Application