Trading and Money Management in a Student-Managed Portfolio


  • Brian Bruce, Finance professor at Baylor University, Editor-in-Chief of the Journal of Trading, and Editor-in-Chief of the Journal of Investng
  • Jason Greene, Department of Finance, College of Business Southern Illinois University

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.

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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.


Book information

  • Published: November 2013
  • 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

Table of Contents

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