Cover for Student-Managed Investment Funds

Student-Managed Investment Funds

Organization, Policy, and Portfolio Management

Book • Second Edition2020

Author:

Brian Bruce

Student-Managed Investment Funds

Organization, Policy, and Portfolio Management

Book • Second Edition2020

 

Cover for Student-Managed Investment Funds

Author:

Brian Bruce

About the book

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Book description

Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatev ... read full description

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  2. Book chapterAbstract only

    Chapter 1 - Investment philosophy and process

    Pages 1-30

  3. Book chapterAbstract only

    Chapter 2 - Stock selection

    Pages 31-90

  4. Book chapterAbstract only

    Chapter 3 - Investing with exchange traded funds

    Pages 91-128

  5. Book chapterAbstract only

    Chapter 4 - Portfolio construction

    Pages 129-191

  6. Book chapterAbstract only

    Chapter 5 - Performance evaluation

    Pages 193-283

  7. Book chapterAbstract only

    Chapter 6 - Trading algorithms

    Pages 285-315

  8. Book chapterAbstract only

    Chapter 7 - Presentations

    Pages 317-440

  9. Book chapterAbstract only

    Chapter 8 - Tools

    Pages 441-491

  10. Book chapterNo access

    Appendix 1 - Advisors guide to organization of a SMIF

    Pages 493-531

  11. Book chapterNo access

    Appendix 2 - Forums, symposiums, and competitions

    Pages 533-568

  12. Book chapterNo access

    Index

    Pages 569-578

About the book

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.

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.

Key Features

  • Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation
  • Provides explanations and examples about organizing a student-managed fund
  • Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples
  • Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation
  • Provides explanations and examples about organizing a student-managed fund
  • Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples

Details

ISBN

978-0-12-817866-9

Language

English

Published

2020

Copyright

Copyright © 2020 Elsevier Inc. All rights reserved.

Imprint

Academic Press

Authors

Brian Bruce

Hillcrest Asset Management, LLC, Dallas, TX, United States

The Philip M. Dorr Alumni & Friends, Endowed Investment Fund, Baylor University