Department of Finance

Student Managed Investment Fund

keybank

If you want to become a Fund Manager for SMIF, please fill out this downloadable application here.
The Key Bank Student-Managed Investment Fund (SMIF) at the Monte Ahuja College of Business is managed by a select group of qualified accounting and finance majors and MBA students. Student-Managed Investment Funds (SMIFs) are recognized for their value in teaching students about critical aspects of investment analysis, investment decision-making and portfolio management.

Investment Objectives

  • The investment policy of the SMIF is to purchase long positions in Stocks and ETFs:
    • Equity positions consists of only S&P 500 Companies
    • Cannot hold positions in derivatives or high-yield instruments
  • The investment seeks to replicate the weighting of S&P 500 sectors within 4%. Investments will be no less that 2% or more than 10% of the overall fund.
  • The Key Foundation created the fund through a $150,000 donation. The Monte Ahuja College of Business and the Cleveland State University Foundation matched Key’s funding, which brought the total initial investment in the Fund to $300,000.

Fund Managers


For the list of current and past Fund Managers,click here.

engaged learning
Mailing Address
Cleveland State University
2121 Euclid Avenue, BU 321
Cleveland, OH 44115-2214
Campus Location
Dr. Chenchu Bathala
Monte Ahuja Hall
1860 E. 18th Street, Room 321
Cleveland, OH 44115-2214
Phone: 216.687.4716
Fax: 216.875.9725
c.bathala@csuohio.edu


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