Finance

Student Managed Investment Fund

KeyBank Student Managed Investment Fund (SMIF)

On Thursday, September 7th, 2017 the Student Managed Investment Fund (SMIF) class hosted a panel discussion called "Investment Industry and Careers". Read more about the panel here

 


Apply and Register for the SMIF Course: Portfolio Practicum FIN 480/FIN 680

The KeyBank Student Managed Investment Fund (SMIF) Course provides Cleveland State University students the ability to serve as managers of the $680,000 Vikings Student Managed Investment Fund (SMIF). 

Both undergraduate and graduate students receive real-world experience in equity research, security selection and portfolio management in a co-working, challenging and collaborative environment. In addition, investment professionals serve as guest speakers providing access to fantastic networking opportunities and potential pathways to internship and career opportunities in the investment field.

In Spring 2017, SMIF students learned about the investment industry in general, equity research, economic analysis, financial modeling and equity valuation in the first half of the semester. Mark Koznarek, a veteran Wall Street Journal All Star equity analyst, served as the professional instructor. Experienced investment professionals from Victory Capital, Cleveland Research, Foundry Partners and many other organizations have joined the class as guest speakers.

SMIF students then move toward full-fledged equity research, based on which they will collectively make the buy and sell decisions for the Student Managed Investment Fund. For more information about the Spring 2017 SMIF class, please find the syllabus and schedule here

Apply Now For Fall 2017:

In Fall 2017, the SMIF course will be offered on Thursdays from 6:00 PM to 8:50 PM. The expected class size is only 15 students (total, including both undergraduate and graduate students). Course prerequisites include:

  • FIN 353 (Introduction to Investments) or FIN 601 (Financial Policies)
  • A minimum GPA of 3.0.
To apply:
Complete the Application Form:

Download the application: 

File SMIF Application Form 2017 Electronic.docx

Or, obtain an application form from the Finance Department Office (BU 321)

SUBMIT your APPLICATION: Email to Dr. Wei Wang: w.wang24@csuohio.edu or drop it off in person in BU 319

The Finance Department will approve applications on a first-come, first-served basis until the class is filled, so apply today!