Student Managed Fund

Master the Market with Real-World Investment Strategy

The Student Managed Fund at the University of the Incarnate Word is an experience-based learning opportunity in which students manage an investment portfolio in a hands-on environment.

About the Student Managed Fund

The UIW Student Managed Fund launched in 2016 with an initial investment of $125,000 from the University’s endowment. Student fund managers earn course credit while gaining first-hand knowledge of investment strategy and financial theory.

Student fund managers develop an investment philosophy to select, allocate, monitor and evaluate an investment portfolio. Students have the freedom to decide in which securities they invest and always take into consideration the Mission and Values of the University of the Incarnate Word. Recommendations are made to the Fund Advisory Board, which approves all investment decisions.

Meet the Managers

Student Managed Fund - Spring 2021

The Cardinals at the helm of the Student Managed Fund for the Spring 2021 semester are focusing on value companies. Specifically, they are looking into the energy sector, consumer staples and REITs [real estate investment trusts].

The team is also exploring ways to finance a scholarship for students to take the SIE exam on their way to becoming professionals in the financial planning industry. Click here to learn more about their plans for Spring 2021.

SMF managers spring 2021