The University of Tulsa’s top 25 largest student-managed investment fund in the United States was established in 1997 and currently has more than $6 million in assets that students manage.

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The purpose of the fund is to provide students with the opportunity to obtain a real-world experience in the process of managing investment portfolios through buying and selling securities and learning about asset allocations. Students are able to apply financial theories and models in making real investment decisions and managing a real portfolio of financial assets.

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As members of the The University of Tulsa’s Student Investment Fund, we will meet for the purpose of furthering our knowledge of financial management; elevating our experience in the investment arena; promulgating our objectives and purposes to the public; mastering the practices, habits and ethics of finance professionals and for the promotion of social and professional relationships amongst our members. This background will provide us with superior knowledge and competitive ability in our professional field.

We will also, as beneficiaries, endeavor to provide superior returns to our shareholders; those individuals who have enabled us to enjoy this experience by donating to the Finance Excellence Fund.

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The class elects an executive officer and secretary and has four working committees: Portfolio Accounting and Risk, Macro Economic, Membership/Public Relations and Operations/MIS. Class sessions involve: (i) knowledge transfer from the faculty advisor and experts from the industry; (ii) student presentations and reports of committee activities; (iii) investment discussion by students similar to how mutual fund managers discuss their holdings.

Student teams analyze portfolio position, assess risk exposure, evaluate risks, develop recommendations for portfolio rebalances and defend positions in written and oral presentations.

 

For more information on how to get involved and the application process, please contact Tally Ferguson at tally-ferguson@utulsa.edu.