Student Managed Investment Fund (SMIF)

Manage real money, in real markets, making real investments

Imagine having access to $150,000 of real money to invest in financial markets using the same tools and technology available to today's investment professionals. The Student Managed Investment Fund (SMIF) lets students enrolled in this two-course program with the unique opportunity to do just that, as well as gain practical experience in investment analysis and portfolio management to better prepare for a career in the investment industry. Students involved in this program will get access to our state-of-the art Centre for Financial Market Research and Teaching (CFMRT), the only its kind in western Canada and with locations in Lethbridge and Calgary, to manage their portfolio.

You'll also have an opportunity to interact and network with industry experts and other business students interested in finance. In addition to faculty supervision, you'll receive guidance on trading activities from an advisory board comprised of external investment professionals, internal faculty members and legal experts.

You can see what our faculty member Wilf Roesler and students have to say about the SMIF here:

Wilf Roesler: Learning Through Real World Experience

How it works

The Student Managed Investment Fund is comprised of two-courses offered over consecutive fall and spring semesters. You must apply for approval to take the course which is based on your academic background, if you've had any past investment experiences and your grades. If your application is successful, you will work with a group of your peers to invest real money in the financial markets.

Prerequisites

  • Management 3412
  • Management 3470
  • One of Economics 2900 OR Statistics 2780
  • Successful application to the Student-Managed Investment Fund instructor
  • Investment experience is recommended

Note: Management 4470 and 4471 must be taken in sequence (fall > spring) in order to receive credit. In the fall semester, students will register in Management 4470.

See current course listings for more information on this class. You may also to talk to an advisor to see how this course fits into your program.

Start managing your portfolio today

Fill out the Student Managed Investment Fund (SMIF) application form to apply.

For any questions or general inquiries, please contact an academic advisor.