UConn’s Student Managed Fund is one of the oldest, and most successful, experiential learning programs in the country, and will be featured in a special issue of Managerial Finance, dedicated to SMFs. Professors Chinmoy Ghosh, finance department head, Paul Gilson, and Michel Rakotomavo wrote an article highlighting the history, purpose, performance and the future of the UConn program, and the special features that have contributed to its success.
The UConn program was founded in 2000 and began operation during the 2002-2003 academic year. The total number of students active in the UConn SMF program this year now exceeds 40, and the size of the portfolio exceeds $4.5 million. Most years, the SMF teams outperformed the S&P 500 Index, and the projected long-term performance measured by the SMF benchmark is also superior.
The professors noted that a key objective of the program is to train students in asset selection and portfolio management with a methodical, disciplined approach to investment, with special focus on process, philosophy and style. Another important dimension of the program is to instill the virtues of financial prudence, diligence, team-spirit and professionalism.
The UConn School of Business has established a Student Managed Fund (SMF) program in Stamford, allowing students to learn about investment strategies and then invest a $500,000 endowment under the watchful eye of investment advisers. The original program was established in Storrs in 2000, and has launched the careers of many investment professionals.Continue Reading
“The UConn School of Business was the foundation for everything I did in my career. It set me on a great course,” said Eugene F. Martin III, ’87, ’89 MBA, president and CEO of Gordon Brothers Finance Co. “If a career is a pyramid, you need a strong foundation. That came from my education at UConn.” Continue Reading
The School of Business is experiencing substantial and exciting growth. Our undergraduate majors are ‘red hot’ because they offer the ideal combination of intellectual challenge, career potential and financial reward. Our undergraduate enrollment is up 36 percent since 2012. Continue Reading
In describing the UConn School of Business at this moment, 76 years into its accomplished history, the word “engaged” captures the essence. Our students, faculty and staff are engaged with each other, with our alumni, with the corporate community and with the University.
The School’s growth has been extraordinary, both in terms of enrollment and creating and maintaining vibrant, effective and relevant academic programs. We are transforming the future—of our students, our state, our industries and our world. There is much to celebrate.
Experts Encourage UConn Finance Students To Seek Jobs in Most Prestigious, Demanding Sectors
Careers in investments, asset management, banking and prestigious Wall Street opportunities were the focus of the inaugural Finance Conference at the School of Business.
“The conference continues the School of Business efforts to make a greater push to place students in more prestigious and demanding areas of the financial sector,” said Professor Larry Gramling, associate dean for undergraduate programs. Continue Reading
Alum Gives Fellow Business Students a Chance to Thrive
Like many UConn finance majors, Jeffrey R. Talbot ’00 followed his dream after graduation of working on Wall Street. He became a successful investment banker at Morgan Stanley in New York, but soon realized his passion was actually real estate investment.Continue Reading
Leadership Greater Hartford – 50 classes of high school students are changing the world through Leadership Greater Hartford’s (LGH) Common Ground program, one of the region’s most significant youth leadership programs.