JOURNAL ARTICLE

Student Managed Fund (SMF) at the University of Connecticut (UConn): New Developments, Growth, and Challenges.

  • Published In: Journal of Investing, 2024, v. 33, n. 3. P. 81 1 of 3

  • Database: Business Source Ultimate 2 of 3

  • Authored By: Ghosh, Chinmoy; Rakotomavo, Michel; Shenoy, Jaideep 3 of 3

Abstract

The Student Managed Fund (SMF) at the University of Connecticut (UConn) School of Business was founded in 2000. In this article, we study the recent growth of and challenges encountered by UConn's SMF program. Specific areas studied include: 1) implementation of an ESG framework, 2) introduction of a new fund that incorporated hedging with derivatives in addition to equity and fixed income investing, 3) other logistical matters in the operations of the fund such as student recruitment, student participation and compliance, maintaining a balance between equities and fixed income, and gender diversity. We explore solutions including those suggested in the recent literature. Our findings might be helpful to other SMIFs. [ABSTRACT FROM AUTHOR]

Additional Information

  • Source:Journal of Investing. 2024/04, Vol. 33, Issue 3, p81
  • Document Type:Article
  • Subject Area:Geography and Cartography
  • Publication Date:2024
  • ISSN:1068-0896
  • DOI:10.3905/joi.2024.1.305
  • Accession Number:176610313
  • Copyright Statement:Copyright of Journal of Investing is the property of With Intelligence Limited and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

Looking to go deeper into this topic? Look for more articles on EBSCOhost.