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Student Investment Fund

The Florida State University Student Investment Fund (SIF) is a real-world investment fund managed by Florida State undergraduate and graduate finance students. The fund was created in 2008 through private donations and generous investments from the Florida State Foundation. The fund started with $1.2 million, and now stands at more than $4 million. In 2013, the College of Business introduced a dedicated trading room that is used by the SIF’s Student Managers.

Frequently Asked Questions about the Fund

What is the objective of the Florida State Student Investment Fund?
The Student Investment Fund was created to train finance students how to actively manage an investment portfolio. Ideally, the SIF enriches student education through active participation in financial decision-making and financial markets.

What role do finance students have in managing the fund?
Students perform security research, pitch stocks, make buy/sell decisions and develop routine reports on fund performance. The student managers are fully responsible for the day-to-day management of the portfolio, thus gaining hands-on money management experience. They learn to deal with the uncertainty inherent in the process of estimating stock value and contrasting it to stock price. The process helps them develop their financial intuition and provides an arena for practical application of investment decisions.

What are the SIF’s benefits to Florida State finance students?
Managing the SIF provides students with real-world experience implementing investment selection and money management principles. Students are provided the opportunity to attain practical knowledge and experience that reaches far beyond typical coursework. Ultimately, the student fund managers acquire a deeper and more complex understanding of the concepts taught throughout their undergraduate and graduate finance studies.

What is the current portfolio composition? 
In August 2018, Florida State’s SIF had assets under management of $4 million. Approximately 90 percent of the fund is equity investments, and the remainder is invested in fixed income securities or cash. These percentages often change, however, as the specific asset allocation at any given time is an active investment choice made by the fund’s student managers.

How can I take part in managing the Florida State Student Investment Fund?
The Student Investment Fund is managed by both undergraduate and graduate students depending on the semester. In the fall and spring, the fund is managed by students in the Masters of Science in Finance (MSF) program. During the summer, undergraduate students in an elective Student Investment Fund course take over the fund management duties.

Student Investment Fund Direct Support Organization (DSO) Board

The Student Investment Fund DSO Board was initiated in 2008 to provide support directly for Florida State University College of Business programs and initiatives. The initial purpose of the board is to advise and prompt the growth of the College of Business Student Investment Fund, a limited liability company that was created for the purpose of introducing and teaching students how to actively manage a portfolio. The board also is in place to facilitate and approve new student programs within the College of Business. The board meets semi-annually, and none of the board members have any conflict of interest.

Michael Hartline 
Dean, College of Business
Florida State University 
Peter Collins
Chair, FSU Board of Trustees
Florida State University
Dr. William A. Christiansen
Chair, Department of Finance
Florida State University   
Dr. Steven B. Perfect, CFA
Associate Professor of Finance
Florida State University
Michael Williams
Finance and Administration
Florida State University
Stephanie Lynch
FSU President’s Designee
Andy Jhanji 
FSU President’s Designee
Robert “Bobby” Jones
FSU President’s Designee
Peter Jones 
FSU President’s Designee
 

Trading Room

Trading room enhances students’ education with experience in real world of finance

The trading room at Florida State University’s College of Business is equipped with an 80-inch presentation display, three 55-inch financial data displays, Bloomberg terminals, an eight-zone world clock, 35 touchscreen computers and scrolling stock tickers. The goal of the trading room is to replicate those used by Wall Street investment firms.

The trading room is designed to give upper-level finance students hands-on experience in the real world of finance, training them in financial modeling and portfolio management - and giving them an edge in the competitive job market of Wall Street investing.

Since it was installed in 2013, the trading room has been a tremendous boon to students managing the university’s Student Investment Fund. Student managers are responsible for virtually all activities associated with the fund's portfolio (now valued at just over $4 million), including company research, economic forecasting, risk management, pitching stock and bond ideas, working with the fund's brokers to execute trades and producing written reports and verbal presentations to the fund's advisory committee.



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