Student Resources

Student Managed Investment Fund (SMIF)

The KeyBank 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.

SMIF is a course that students must apply to and register for. We include it in our list of student organizations because it provides real-world experience and students can continue to be involved even after they have received course credit.

Investment Objectives:

  • Purchase long positions in stocks and ETFs
    • Equity positions consist of only S&P 500 Companies
    • Cannot hold positions in derivatives or high-yield instruments
  • Seek to replicate the weighting of S&P 500 sectors within 4%. Investments will be no less than 2% or more than 10% of the overall fund

Learn more about the organization and how to apply on the Finance Department section of our website here.