Student Managed Fund | Trinity University
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Student Managed Fund

Trinity's Student Managed Fund Program is an experiential stock valuation and trading program that allows students an opportunity to manage a portfolio of over $5 million in common stock.

The Student Managed Fund Program (SMF) gives Trinity students the opportunity to manage real money in financial markets, bridging the gap between financial theory and real world applications. The SMF enriches the education of business students through a "hands-on" approach and with the goal of outperforming the market as measured by the Standard and Poor's 500 Index.

SMF I (FNCE 3363) is a one-semester, senior-level course offered in the fall semester of each academic year with opportunities for students to continue their involvement with SMF in a second course (FNCE 4363) during the following semester. Investment Principles and Analysis (FNCE 3352), Financial Management and Policy (FNCE 3362), and Intermediate Accounting I (ACCT 3341) are all pre-requisites for SMF I. Interested students must complete these three courses during their junior year prior to applying to SMF for their senior year.

Students are selected for the SMF Program through a highly competitive recruiting process. Minimum requirements for selection include a high overall and major-specific GPA, an outstanding application packet (essay, application, resume), and the ability to excel in personal interviews conducted by current SMF students and the SMF Director.

Interesting SMF Facts

In spring 2013, Trinity Student Managed Fund (SMF) students collected data on SMFs across the world. Their research revealed that as of 2013:

  • There are more than 320 SMFs in operation, of which approximately 25 are non-U.S. based.
  • Trinity University's SMF is the largest of the 63 SMFs at similarly sized institutions (1500-4000 enrolled students).
  • Only 35% of all SMFs are run exclusively by undergraduate students.
  • Trinity University's SMF is one of only six funds with over $3 million under management that is run exclusively by undergraduate students.

Benefits of the Student Managed Fund to students include:

  • Developing research, analytical, writing, presentation, and teamwork skills
  • Learning to be a better investor
  • Assuming responsibility and accountability for decisions
  • Enhancing employment opportunities
  • Fostering relationships with other students, faculty, alumni, and the business community

History

On February 17, 1998, the Trinity University Board of Trustees approved the allocation of $500,000 of the University endowment fund to be managed by students in a new finance class—Student Managed Fund. Additional allocations of the University endowment made in early 2005 and 2011 brought the principal of the fund to $3 million. The current market value of the fund is more than $5 million.

Want to learn more about the Student Managed Fund?

Visit the SMF website at www.trinity.edu/smf/ or contact the current SMF Director.

T. J. Qatato
Director of Student Managed Fund Program
tqatato [at] trinity.edu