Student Managed Investment Fund

UofL Student Managed Investment Fund Group Photo

Real money, real markets, real investments.

Imagine having access to $100,000 real money to invest in financial markets, using the same tools and technology available to today's investment professionals.

You'll take advantage of this incredible hands-on opportunity when you enrol in Management 4470/4471, and become a member of the team administering the Student Managed Investment Fund.

The fund has been established so participating students can gain valuable practice managing a real-life investment portfolio. You'll 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.

Trading will be conducted by students enrolled in this course designed specifically for thefund. The course runs for two semesters, at the end of which you'll receive a final grade.

About the Student Managed Investment Fund

Student Managed Investment Fund Information Book

How do I apply?

Please click here to apply.

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

Course Information

Management 4470-4471 - Student Managed Investment Fund

Students are provided a unique opportunity to gain practical experience in investment analysis and portfolio management to prepare them for careers in the investment industry. Students who have applied and have been selected invest real money to generate real performance. Student Managed Investment Fund is a two-course series offered over consecutive fall and spring semesters.
  • Management 3412
  • Management 3470
  • One of Economics 2900 OR Statistics 2780
  • Successful application to the Student-Managed Investment Fund instructor

Recommended Background: past investment experience

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.

Students must apply for approval to take Management 4470-4471. Acceptance is based on academic background, past experience in investment (if any), and grades.

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

Click here to view photos of the official launch of the Student Managed Investment Fund


“In the classroom: Management students have access to $100,000 to invest in financial markets. They use the same tools and technology available to investment professionals to experience managing a real-life investment portfolio.”

- The Globe and Mail