Document Type

Article

Publication Date

5-2020

Publication Title

Managerial Finance

Keywords

Equity, Portfolio management, Fixed income, Student-managed investment fund

Abstract

Purpose – The purpose of this paper is to document and compare the characteristics of two student-managed investment funds at the University.

Design/methodology/approach – This study uses a case study approach to achieve this purpose.

Findings – Consistent with other studies, this study finds considerable differences in funding, oversight and the structure of the courses in which the students manage the portfolios. This is the case even though the portfolios are managed by students in courses offered by the same department at the same university.

Originality/value – This study presents different possible ways of obtaining funds and structuring courses in which the students manage investment portfolios.

DOI

https://doi.org/10.1108/MF-08-2018-0399

Comments

First published in Managerial Finance (2020): https://doi.org/10.1108/MF-08-2018-0399

This author accepted manuscript is deposited under a Creative Commons Attribution Non-commercial 4.0 International (CC BY-NC) licence. This means that anyone may distribute, adapt, and build upon the work for non-commercial purposes, subject to full attribution. If you wish to use this manuscript for commercial purposes, please contact permissions@emerald.com.

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