Managing Real Money
The University of Tulsa’s Student Investment Fund was established in 1997 and currently has more than $6 million 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) 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.
Student teams analyze portfolio position, assess risk exposure, evaluate risks, develop recommendations for portfolio rebalances and defend positions in written and oral presentations.
For more information on how to get involved and the application process, please contact Tally Ferguson at firstname.lastname@example.org.