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.
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.
Visit the SMF website or contact the current SMF Director.
T. J. Qatato, CFA
Director of Student Managed Fund Program
tqatato [at] trinity.edu