Student-Managed Investment Funds

Student-Managed Investment Funds

Organization, Policy, and Portfolio Management

2nd Edition - July 23, 2020

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  • Author: Brian Bruce
  • Paperback ISBN: 9780128178669
  • eBook ISBN: 9780128178676

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Description

Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike.

Key Features

  • Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation
  • Provides explanations and examples about organizing a student-managed fund
  • Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples

Readership

Undergraduates and graduate (MBA) students taking classes in student managed investment funds or studying asset management and portfolio management

Table of Contents

  • 1. Investment Philosophy and Process
    2. Stock Selection
    3. ETFs, Bonds, Derivatives
    4. Portfolio Construction
    5. Performance Evaluation
    6. Trading
    7. Presentations
    8. Tools

    Appendix
    1. Advisors Guide to the Organization of a SMIF
    2. Forums, Symposiums, and Competitions

Product details

  • No. of pages: 602
  • Language: English
  • Copyright: © Academic Press 2020
  • Published: July 23, 2020
  • Imprint: Academic Press
  • Paperback ISBN: 9780128178669
  • eBook ISBN: 9780128178676

About the Author

Brian Bruce

Mr. Brian R. Bruce has been the President, Chief Executive Officer, and Director of Hillcrest Asset Management, LLC since 2008 and has been its Chief Investment Officer since October 2007. Mr. Bruce served as a Director of Encap Investment & LCM Group Alternative Asset Management Center at Southern Methodist University from 2006 to 2010. He is a member of the Illinois State University College of Business Hall of Fame and a Visiting Professor of Investments at Baylor University. He was a Professor at Southern Methodist University's Cox Business School. Mr. Bruce is winner of the University of Chicago Graduate School of Business CEO Award and is Editor-in-Chief of Journal of Behavioral Finance. He received an M.B.A. from the University of Chicago, an M.S. in Computer Science from DePaul University and a B.S. in Business Administration from Illinois State University.

Affiliations and Expertise

formerly, visiting professor of investments and taught the student-managed investment class in the Hankamer School of Business at Baylor University for 18 years. Currently he serves on the fund’s Board of Trustees. Brian is Chief Executive Officer & Chief Investment Officer of Hillcrest Asset Management, LLC, Texas, U.S.A.

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