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.

See what people are sharing about Giving Day 2021!
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Student Managed Investment Fund Match
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The first $25,000 given to the Student Managed Investment Fund will be matched dollar for dollar by Marissa Andrada '89 and Michael Devellano.
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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 Maximizing Engineering Potential (MEP) 30
2 Music Industry Studies Scholarship Fundraiser 16
3 University-Wide Initiatives 11
4 2021 Senior Class Gift 8
5 Pace Setters Scholarship 7
6 Rose Float - Friends of Bill Jacobson Fund 6
7 Parenting Student Support 6
8 Broncos Care Basic Needs Initiative 5
9 Bronco Dreamers Resource Center 5
10 Andrew Lawson Memorial Scholarship 5
11 Agriculture Scholarship Funds 4
12 Student Managed Investment Fund (SMIF) 4
13 Women in Science and Engineering 4
14 CLASS Scholarship Funds 4
15 Educational Opportunity Program (EOP) 4
16 Veterans Resource Center 4
17 Renaissance Scholars 3
18 Career Center Clothes Closet 3
19 CLASS Excellence Funds 3
20 Agriculture Excellence Funds 3
21 CBA Scholarship Funds 3
22 Engineering Excellence Funds 2
23 Engineering Scholarship Funds 2
24 Marvin Malecha Endowed Scholarship 2
25 Engineering Leadership Program 2
26 Donald G Wells Memorial Endowed Scholarship 2
27 Society of Women Engineers (SWE) 2
28 Science Scholarships 1
29 Athletics Scholarship Funds 1
30 CEIS Scholarships 1
31 Urban & Regional Planning 1
32 Alumni Association Student Scholarships 1
33 Disability Resource Center 1
34 Other ENV Funds 1
35 Educational Leadership Doctorate Program 1
36 Science Excellence Funds 1
37 Library - SIIL: Maker Studio 1
38 Equity in Business 1
39 American Society of Civil Engineers 1
40 Huntley College of Agriculture 0
41 College of Business Administration 0
42 CBA Excellence Funds 0
43 College of Edu & Integrative Studies 0
44 CEIS Excellence Funds 0
45 Partners in Education 0
46 College of Engineering 0
47 College of Environmental Design 0
48 B.L.A.C.K. in Landscape Architecture 0
49 Architecture 0
50 Art 0
51 Lyle Center for Regenerative Studies 0
52 Collins College of Hospitality Mgmt. 0
53 Collins College Funds 0
54 College of Letters, Arts, & Social Sci. 0
55 College of Science 0
56 Bronco Athletics 0
57 Athletics Excellence Funds 0
58 Innovation Brew Works 0
59 Laptops & Wi-Fi Hotspots for Students 0
60 WK Kellogg Arabian Horse Center 0
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 Maximizing Engineering Potential (MEP) 30
2 Music Industry Studies Scholarship Fundraiser 16
3 University-Wide Initiatives 11
4 2021 Senior Class Gift 8
5 Pace Setters Scholarship 7
6 Rose Float - Friends of Bill Jacobson Fund 6
7 Parenting Student Support 6
8 Broncos Care Basic Needs Initiative 5
9 Bronco Dreamers Resource Center 5
10 Andrew Lawson Memorial Scholarship 5
11 Agriculture Scholarship Funds 4
12 Student Managed Investment Fund (SMIF) 4
13 Women in Science and Engineering 4
14 CLASS Scholarship Funds 4
15 Educational Opportunity Program (EOP) 4
16 Veterans Resource Center 4
17 Renaissance Scholars 3
18 Career Center Clothes Closet 3
19 CLASS Excellence Funds 3
20 Agriculture Excellence Funds 3
21 CBA Scholarship Funds 3
22 Engineering Excellence Funds 2
23 Engineering Scholarship Funds 2
24 Marvin Malecha Endowed Scholarship 2
25 Engineering Leadership Program 2
26 Donald G Wells Memorial Endowed Scholarship 2
27 Society of Women Engineers (SWE) 2
28 Science Scholarships 1
29 Athletics Scholarship Funds 1
30 CEIS Scholarships 1
31 Urban & Regional Planning 1
32 Alumni Association Student Scholarships 1
33 Disability Resource Center 1
34 Other ENV Funds 1
35 Educational Leadership Doctorate Program 1
36 Science Excellence Funds 1
37 Library - SIIL: Maker Studio 1
38 Equity in Business 1
39 American Society of Civil Engineers 1
40 Huntley College of Agriculture 0
41 College of Business Administration 0
42 CBA Excellence Funds 0
43 College of Edu & Integrative Studies 0
44 CEIS Excellence Funds 0
45 Partners in Education 0
46 College of Engineering 0
47 College of Environmental Design 0
48 B.L.A.C.K. in Landscape Architecture 0
49 Architecture 0
50 Art 0
51 Lyle Center for Regenerative Studies 0
52 Collins College of Hospitality Mgmt. 0
53 Collins College Funds 0
54 College of Letters, Arts, & Social Sci. 0
55 College of Science 0
56 Bronco Athletics 0
57 Athletics Excellence Funds 0
58 Innovation Brew Works 0
59 Laptops & Wi-Fi Hotspots for Students 0
60 WK Kellogg Arabian Horse Center 0
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College of Business 75 Gift Challenge
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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.
64 / 75 Gifts
Give Now
College of Business 75 Gift Challenge
$20,000
College of Business 75 Gift Challenge
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.
64 / 75 Gifts
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