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The Structure of an Integrated Student Managed Fund

The Structure of an Integrated Student Managed Fund. Board of Directors. Faculty Advisors, Dean C&F, University CFO, CRLG, Alumni. Investment Advisor Faculty Advisor. Investment Committee. 18 Undergraduates, 5 MBA’s, Faculty Advisors. General Management. 5 MBA Students Operating TEAMS.

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The Structure of an Integrated Student Managed Fund

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  1. The Structure of an Integrated Student Managed Fund Board of Directors Faculty Advisors, Dean C&F, University CFO, CRLG, Alumni Investment Advisor Faculty Advisor Investment Committee 18 Undergraduates, 5 MBA’s, Faculty Advisors General Management 5 MBA Students Operating TEAMS Compliance MBA Students (1) Senior Students (3) Regulatory Reporting Economics (Industry Analysis/Business Cycle) MBA Students (2) Senior Students (8) Global Economic Conditions US Macroeconomic Conditions Industry Sector Conditions Econometric Forecasting Social Responsibility MBA Students (1) Senior Students (3) SR Screening SR Compliance/Reporting Security Analysis MBA Students (5) Senior Students (15) Stock Selection Portfolio Analysis MBA Students (1) Senior Students (2) Asset Allocation Trading Activity Accounting/Performance Reporting MBA Students (1) Senior Students (3) Fund Performance Benchmark Monitoring Fund Accounting Marketing MBA Students (1) Senior Students (3) SMF Website SMF Presentations Newsletter Investment Products Arnone-Lerer SRI Fund MBA Students (5) Senior Students (15) ** This document should be used along with Student Fund Gantt Chart to determine when students are to be assigned to specific groups.

  2. INVESTMENT POLICY ECONOMIC BUSINESS CYCLE/ INDUSTRY ANALYSIS MARKETING SOCIAL RESPONSIBILITY SCREENING FINANCIAL SCREENING CORPORATE GOVERNANCE PORTFOLIO ANALYSIS INITIAL INVESTMENT (3-26-04) PERFORMANCE REPORTING PORTFOLIO COMPLIANCE EXIT STRATEGY FOR SEMESTER BREAK

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