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About the Student Managed Investment Fund at University of North Carolina CharlotteThe Fund is an innovative experiential learning program that
is comprised of business students at both the undergraduate and graduate levels. Weekly meetings consist of updates on all major world economies, evaluations of
both current and potential holdings, and periodic sector analyses. Students are
appointed to execute all administrative aspects of portfolio management, such as
formulation of accounting and performance reports, maintenance of a web site,
organization of resources, and correspondence with local business professionals.
Students also play an integral role in interviewing, evaluating, and
recommending future portfolio managers. Finally, Fund portfolio managers
organize an annual report to be presented to the trustee of the University
Endowment Fund at their annual meeting.
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History Weekly Economic Reports Mission Statement Procedural Manual Analyst Reports Carolinas Index
Global Investment Research Challenge NC Champion 2009-2010, 2010-2011 |
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