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.
