Trading and Money Management in a Student-Managed Portfolio book cover

Trading and Money Management in a Student-Managed Portfolio

Trading and Money Management in a Student-Managed Portfolio is a hands-on textbook for student-managed investment funds (SMIFs). The book presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and detail necessary for developing and executing trading strategies.

Developed specifically for SMIF courses, the book features calculations, examples, and software that help you move from talking about markets to taking positions in them.


Primary audience: undergraduates and graduate (MBA) students taking classes associated with student managed investment funds. Secondary audience: MBA students studying asset management and portfolio management.

Hardbound, 504 Pages

Published: November 2013

Imprint: Academic Press

ISBN: 978-0-12-374755-6


  • "The Bruce and Greene text provides a comprehensive toolkit for the practical management of a student managed investment fund, including many detailed examples taken from real world funds. It thoroughly covers all of the major topics in leading investments texts, but supplements theory with realistic practical application."  --Gary C. Sanger, Louisiana State University


  • Chapter 1: Investment Philosophy and Process

    Chapter 2: Organization

    Chapter 3: Security Selection

    Chapter 4: Portfolio Construction

    Chapter 5: Presentations

    Chapter 6: Performance Evaluation and Reporting

    Chapter 7: Tools

    Chapter 8: Student Forums, Symposiums, and Competitions

    Chapter 9: Student-Managed Funds: Present and Future



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