Student Managed Investment Fund (SMIF)
Multiply Your Gift to SMIF with up to $75,000 in matching funds

Help the CBA Build a real-world investment Fund

Imagine our Finance students pitching an investment idea to real partners and a real board before they hit the job market. The Student Managed Investment Fund (SMIF), offered to students at Cal Poly Pomona, is a truly unique opportunity to gain real-world experience in securities analysis and portfolio management.

Each year, approximately 20 honors-level students in the SMIF course manage an equity portfolio valued that includes holdings in Fortune 500 companies. In the program, student analysts pitch a investment ideas, which is then submitted to an advisory board for final approval. Taking advantage of the College Of Business Bloomberg Financial Markets Lab, participants keep tabs on the fast-paced financial industry and gain practical knowledge that pays dividends in the competitive job market.

***Winner of the Orange County CFA Portfolio Competition for the last 3 Years!*** 

The SMIF course mimics the structure of a real asset management team, similar to those at Fidelity or Vanguard. Over 150 Cal Poly Pomona students develop and apply their portfolio management, valuation and financial statement analysis skills – through coursework any by participating in the Student Managed Investment Club.

Furthermore, the SMIF provides a number of benefits to our students and the university, such as:

  • An educational opportunity for our students to gain hands-on experience in managing investment funds and bridge the gap between academic knowledge and practical experience;
  • Prepares students for the future of work and increase their marketability in careers such as investment advisory, equity research, investment banking, commercial banking, corporate finance;
  • Showcases the Cal Poly Pomona education excellence through regional and national SMIF competitions;
  • Strengthens Cal Poly Pomona’s relationship with the financial industry and distinguished alumni through SMIF events.

DONATE TODAY FOR MATCHING FUNDS!!

Please support our SMIF by making a gift today. On behalf of the College of Business, we thank you for your generous consideration in helping to foster student success.

For more information, please visit the SMIF web site or contact Pawan Tomkoria, Program Director at ptomkoia@cpp.edu.

2
Match
Last Chance Match
The next $2,500 given to ANY FUND will be matched dollar for dollar.
$2,500 MATCHED
Completed
2
Match
Early Bird Challenge (Day 2)
The first $2,500 given to any fund starting at 9am on April 22 will be matched dollar for dollar.
$2,500 MATCHED
Completed
Leaderboard
Lunchtime Power Hour Challenge (Day 2)
The campaign with the most unique donors between 11am-1pm PST on April 22 will receive a $1,000 prize!
Rank Prize Department Donors
1 $1,000 Donald G Wells Memorial Endowed Scholarship 23
2 Maximizing Engineering Potential (MEP) 21
3 Broncos Care Basic Needs Initiative 11
4 American Society of Civil Engineers 6
5 Rose Float - Friends of Bill Jacobson Fund 5
Ended
$3,000
Alumni 500 Donors Challenge
Thank you alumni donors for helping the Alumni Scholars program unlock a $3,000 bonus from the Alumni Association.
500 / 500 Donors
Completed
2
Match
Student Managed Investment Fund Match- Andrada
The first $25,000 given to the Student Managed Investment Fund will be matched dollar for dollar by Marissa Andrada '89 and Michael Devellano.
$25,000 MATCHED
Completed
2
Match
Student Managed Investment Fund Match #2- Chernick
The next $25,000 given to the Student Managed Investment Fund will be matched dollar for dollar by Aubrey Chernick.
$25,000 MATCHED
Completed
2
Match
Student Managed Investment Fund Double Match- Singelyn
The First $7,575 given to the Student Managed investment fund will be matched (a second time!) by David ('84) and Ruth ('84) Singelyn.
$7,575 MATCHED
Completed
2
Match
Early Bird Challenge (Day 1)
The first $2,500 given during Giving Day was matched. Check the "Challenges" tab to find more active events!
$2,500 MATCHED
Completed
Leaderboard
Lunchtime Power Hour Challenge (Day 1)
The campaign with the most unique donors between 11am-1pm PST on April 21 will receive a $1,000 prize!
Rank Prize Department Donors
1 $750 Society of Women Engineers (SWE) 78
2 $750 American Society of Civil Engineers 78
3 Maximizing Engineering Potential (MEP) 14
4 Rose Float - Friends of Bill Jacobson Fund 10
5 Broncos Care Basic Needs Initiative 5
Ended
Leaderboard
Night Owl Challenge
The campaign with the most unique donors between 8pm on April 21 and 8am on April 22 will receive a $1,000 prize!
Rank Prize Department Donors
1 $1,000 College of Engineering 55
2 Maximizing Engineering Potential (MEP) 34
3 College of Letters, Arts, & Social Sci. 24
4 Music Industry Studies Scholarship Fundraiser 17
5 University-Wide Initiatives 12
Ended
2
Match
Student Managed Investment Fund Match- Singelyn
The first $5,000 given to CBA's Student Managed Investment Fund will be matched dollar for dollar by David ('84) and Ruth ('84) Singelyn.
$5,000 MATCHED
Completed
$12,425
Student Managed Investment Fund 25 CBA Gift Challenge
Thank you for helping us reach our goal of 25 CBA gifts to unlock an additional $$12,425 gift to the Student Managed Investment Fund from David ('84) and Ruth ('84) Singelyn!
25 / 25 Gifts
Completed
$20,000
College of Business 75 Gift Challenge- Newman-Jackson
Your gift of any amount to any fund in the College of Business Administration will help us reach our goal of 75 gifts to unlock $20,000 to the Volunteer Income Tax Assistance (VITA) Program from Mardis Newman-Jackson '80.
75 / 75 Gifts
Completed
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Questions? See our FAQ.

Or you can contact us at givingday@cpp.edu.