Established in 1999, UConn’s Student Managed Fund (SMF) is the only one of its kind among New England public research universities, and one of only a handful in the nation to have $2 million of real money to manage. Reporting to the University’s Investment Advisory Board, students use their intensive classroom training in market theory to help research and analyze stocks, and develop investment strategies. SMF students also learn the accounting and reporting necessary for professional fund management, and are treated in this regard by the UConn Foundation like any other outside manager of the University's endowment money. Aside from enhancing their marketability to potential employers, students gain vital first-hand experience in investment and portfolio management, and work closely with seasoned professional investment managers within the Investment Advisory Board.

Testimonials

The Student Managed Fund was extremely valuable in my getting the NY job in corporate finance. I was able to demonstrate my practical knowledge of company valuation, industry analysis and financial modeling. It not only taught me the financial skills I use now, it gave me a disciplined approach to problem solving that is valuable in any setting.

Christophe Pane '05 MBA
Senior Consultant
Pöyry

UConn’s Student Managed Fund was an invaluable learning experience, which ultimately helped me to adopt a holistic approach to investment decisions. It enabled me to apply the knowledge imparted in school to make enhanced investment decisions in the capital markets. I now have increased knowledge and experience with multiple valuation approaches and techniques ranging from general management and firm strategy to financials. Being a member of the Student Managed Fund taught me to communicate financial analytics directly with honesty and integrity.

Stephen Petretto '05 MBA
Associate Consultant
R.V. Kuhns & Associates Inc