Student-Managed Investment Funds
Organization, Policy, and Portfolio Management
2nd Edition
Published on 23. July 2020
Book
Paperback/Softback
602 pages
978-0-12-817866-9 (ISBN)
Description
Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike.
More details
Edition
2nd edition
Language
English
Place of publication
San Diego
United States
Publishing group
Elsevier Science Publishing Co Inc
Target group
Professional and scholarly
Adult education
Undergraduates and graduate (MBA) students taking classes in student managed investment funds or studying asset management and portfolio management.
Dimensions
Height: 235 mm
Width: 191 mm
Weight
1200 gr
ISBN-13
978-0-12-817866-9 (9780128178669)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Other editions
Additional editions
E-Book
07/2020
2nd Edition
Academic Press
€86.95
Available for download
Previous edition
Trading and Money Management in a Student-Managed Portfolio
Organization, Policy, and Portfolio Management
Book
11/2013
Academic Press
€81.83
Article exhausted; check for reprint
Person
Mr. Brian R. Bruce has been the President, Chief Executive Officer, and Director of Hillcrest Asset Management, LLC since 2008 and has been its Chief Investment Officer since October 2007. Mr. Bruce served as a Director of Encap Investment & LCM Group Alternative Asset Management Center at Southern Methodist University from 2006 to 2010. He is a member of the Illinois State University College of Business Hall of Fame and a Visiting Professor of Investments at Baylor University. He was a Professor at Southern Methodist University's Cox Business School. Mr. Bruce is winner of the University of Chicago Graduate School of Business CEO Award and is Editor-in-Chief of Journal of Behavioral Finance. He received an M.B.A. from the University of Chicago, an M.S. in Computer Science from DePaul University and a B.S. in Business Administration from Illinois State University.
Content
1. Investment Philosophy and Process
2. Stock Selection
3. ETFs, Bonds, Derivatives
4. Portfolio Construction
5. Performance Evaluation
6. Trading
7. Presentations
8. Tools
Appendix
1. Advisors Guide to the Organization of a SMIF
2. Forums, Symposiums, and Competitions
2. Stock Selection
3. ETFs, Bonds, Derivatives
4. Portfolio Construction
5. Performance Evaluation
6. Trading
7. Presentations
8. Tools
Appendix
1. Advisors Guide to the Organization of a SMIF
2. Forums, Symposiums, and Competitions