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Student-Managed Investment Funds

Student-Managed Investment Funds
Organization, Policy, and Portfolio Management

by Brian Bruce

  • Publisher : Academic Press
  • Release : 2020-07-29
  • Pages : 602
  • ISBN : 0128178671
  • Language : En, Es, Fr & De
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Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike. Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation Provides explanations and examples about organizing a student-managed fund Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples

Trading and Money Management in a Student-Managed Portfolio

Trading and Money Management in a Student-Managed Portfolio
A Book

by Brian Bruce,Jason Greene

  • Publisher : Academic Press
  • Release : 2013-11-01
  • Pages : 504
  • ISBN : 0080911935
  • Language : En, Es, Fr & De
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Trading and Money Management in a Student-Managed Portfolio is a hands-on textbook for student-managed investment funds (SMIFs). The book presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and detail necessary for developing and executing trading strategies. Developed specifically for SMIF courses, the book features calculations, examples, and software that help you move from talking about markets to taking positions in them. Methodically summarizes the disciplines and skills necessary for trading Teaches you to build a ranking model for securities and write a research report for a sell-side firm Covers equities, fixed income, derivatives, and hedge funds

Options Trading Strategies in a Student Managed Investment Fund

Options Trading Strategies in a Student Managed Investment Fund
A Book

by Kent T. Saunders

  • Publisher : Unknown Publisher
  • Release : 2016
  • Pages : 26
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
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Student managed investment funds provide students the opportunity to manage a portfolio of real dollar investments and earn academic credit. Student managed funds typically benefit a University through improved course offerings within the field of finance where academic knowledge and practical experience are developed simultaneously. One area that has not been developed in the literature is the use of option trading strategies in a student managed fund. This paper seeks to fill that void by providing examples of how covered calls and protective puts can be evaluated and implemented in a student managed fund.

Student Managed Investment Funds in Religiously Affiliated and Independent Colleges and Universities

Student Managed Investment Funds in Religiously Affiliated and Independent Colleges and Universities
A Book

by Kent T. Saunders

  • Publisher : Unknown Publisher
  • Release : 2016
  • Pages : 9
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
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Many colleges and universities now offer student-managed investment fund (SMIF) courses where students simultaneously manage a portfolio of real dollar investments and earn academic credit. This paper compares and contrasts the investment policies and objectives between religiously affiliated and independent private colleges and universities. Universities that offer SMIF courses as a part of their undergraduate finance curriculum were categorized as either a religiously affiliated or an independent private university. An instructor survey was administered to collect data on the specific investment policies with special consideration to socially responsible investment concerns. Additional data was gathered from U.S. News & World Report and the Integrated Postsecondary Education Data System (IPEDS) in order to control for institution size, academic reputation, and other institutional variables. Comparison variables of interest include the size of the fund under student control, whether or not socially responsible investment policies are implemented, and whether or not margin trading and derivative trading are permissible investment strategies. The results of this study outline differences in the practice of socially responsible investing between the institution types and provide a glimpse into some of the unique concerns that religiously affiliated schools consider when operating student-managed investment funds.

The Challenges and Opportunities of Student-Managed Investment Funds at Metropolitan Universities

The Challenges and Opportunities of Student-Managed Investment Funds at Metropolitan Universities
A Book

by Douglas R. Kahl

  • Publisher : Unknown Publisher
  • Release : 1998
  • Pages : 129
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
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The number of student-managed investment funds has grown rapidly in recent years. In the four decades since the first student-managed investment fund was established at Gannon University, the number of such funds has grown at a rate of less than one per year to thirty-four in 1993. However, that rate of growth has changed dramatically in recent years. Oak Associates Ltd., the Akron, Ohio based investment-management company, has funded ten student-managed investment funds since January 1996. The fund established by Oak Associates Ltd. at The University of Akron provides students with the opportunity to learn about investing real money on a real-time basis. The Oak Grant provides significant educational opportunities at the University and some real challenges in the organization and management of the funds.

Modern Financial Markets

Modern Financial Markets
Prices, Yields, and Risk Analysis

by David W. Blackwell,Mark D. Griffiths,Drew B. Winters

  • Publisher : Wiley
  • Release : 2006-12-18
  • Pages : 512
  • ISBN : 0470000104
  • Language : En, Es, Fr & De
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Throughout this concise, accessible book, readers will quickly learn the fundamental concepts of managerial finance while discovering how things really work. The material is explained using an intuitive theoretical context, providing them with a richer understanding of the material and better insights into solving problems. Finance concepts are covered in a common sense manner and the use of mathematical jargon is minimized. The unifying theme for the book is the concept of valuation since it is the most fundamental concept in finance. The authors define and discuss value in terms of net present value (NPV).

International Handbook on Teaching and Learning Economics

International Handbook on Teaching and Learning Economics
A Book

by Gail Mitchell Hoyt,KimMarie McGoldrick

  • Publisher : Edward Elgar Publishing
  • Release : 2012
  • Pages : 852
  • ISBN : 1781002452
  • Language : En, Es, Fr & De
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ÔThe International Handbook on Teaching and Learning Economics is a power packed resource for anyone interested in investing time into the effective improvement of their personal teaching methods, and for those who desire to teach students how to think like an economist. It sets guidelines for the successful integration of economics into a wide variety of traditional and non-traditional settings in college and graduate courses with some attention paid to primary and secondary classrooms. . . The International Handbook on Teaching and Learning Economics is highly recommended for all economics instructors and individuals supporting economic education in courses in and outside of the major. This Handbook provides a multitude of rich resources that make it easy for new and veteran instructors to improve their instruction in ways promising to excite an increasing number of students about learning economics. This Handbook should be on every instructorÕs desk and referenced regularly.Õ Ð Tawni Hunt Ferrarini, The American Economist ÔIn delightfully readable short chapters by leaders in the sub-fields who are also committed teachers, this encyclopedia of how and what in teaching economics covers everything. There is nothing else like it, and it should be required reading for anyone starting a teaching career Ð and for anyone who has been teaching for fewer than 50 years!Õ Ð Daniel S. Hamermesh, University of Texas, Austin, US The International Handbook on Teaching and Learning Economics provides a comprehensive resource for instructors and researchers in economics, both new and experienced. This wide-ranging collection is designed to enhance student learning by helping economic educators learn more about course content, pedagogic techniques, and the scholarship of the teaching enterprise. The internationally renowned contributors present an exhaustive compilation of accessible insights into major research in economic education across a wide range of topic areas including: ¥ Pedagogic practice Ð teaching techniques, technology use, assessment, contextual techniques, and K-12 practices. ¥ Research findings Ð principles courses, measurement, factors influencing student performance, evaluation, and the scholarship of teaching and learning. ¥ Institutional/administrative issues Ð faculty development, the undergraduate and graduate student, and international perspectives. ¥ Teaching enhancement initiatives Ð foundations, organizations, and workshops. Grounded in research, and covering past and present knowledge as well as future challenges, this detailed compendium of economics education will prove an invaluable reference tool for all involved in the teaching of economics: graduate students, new teachers, lecturers, faculty, researchers, chairs, deans and directors.

Concise Guide to Entrepreneurship, Technology and Innovation

Concise Guide to Entrepreneurship, Technology and Innovation

by David B. Audretsch,Christopher S. Hayter,Albert N. Link

  • Publisher : Edward Elgar Publishing
  • Release : 2015-09-25
  • Pages : 304
  • ISBN : 1783474203
  • Language : En, Es, Fr & De
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This landmark book will be the first port of call for any student or scholar seeking a brief introduction to each of the fundamental topics in entrepreneurship, technology, and innovation. Written by the top international scholars in their field, this book has an encyclopedic range; from academic entrepreneurship to valuing an entrepreneurial enterprise. Each chapter provides an informed overview of the topic and references in each chapter guide the reader to the more advanced literature. Students of entrepreneurship, technology, and innovation as well as those who wish to have an introduction to the scope of this field of study will be benefit from this exemplary collection.

Hedge Funds

Hedge Funds
Structure, Strategies, and Performance

by H. Kent Baker,Greg Filbeck

  • Publisher : Oxford University Press
  • Release : 2017-07-26
  • Pages : 704
  • ISBN : 0190607386
  • Language : En, Es, Fr & De
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Hedge Funds: Structure, Strategies, and Performance provides a synthesis of the theoretical and empirical literature on this intriguing, complex, and frequently misunderstood topic. The book dispels some common misconceptions of hedge funds, showing that they are not a monolithic asset class but pursue highly diverse strategies. Furthermore, not all hedge funds are unusually risky, excessively leveraged, invest only in illiquid asses, attempt to profit from short-term market movements, or only benefit hedge fund managers due to their high fees. Among the core issues addressed are how hedge funds are structured and how they work, hedge fund strategies, leading issues in this investment, and the latest trends and developments. The authors examine hedge funds from a range of perspectives, and from the theoretical to the practical. The book explores the background, organization, and economics of hedge funds, as well as their structure. A key part is the diverse investment strategies hedge funds follow, for example some are activists, others focusing on relative value, and all have views on managing risk. The book examines various ways to evaluate hedge fund performance, and enhances understanding of their regulatory environment. The extensive and engaging examination of these issues help the reader understands the important issues and trends facing hedge funds, as well as their future prospects.

Mutual Funds

Mutual Funds
Fifty Years of Research Findings

by Seth Anderson,Parvez Ahmed

  • Publisher : Springer Science & Business Media
  • Release : 2005-04-20
  • Pages : 165
  • ISBN : 9780387253077
  • Language : En, Es, Fr & De
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Mutual funds are the dominant form of investment companies in the United States today, with approximately $7 trillion in assets under management. Over the past half century an important body of academic research has addressed various issues about the nature of these companies. This book is designed for academic researchers and practitioners interested in funds for investment purposes. The authors briefly trace the historical evolution of funds, present important aspects of the Investment Company Act of 1940, and then summarize a substantial portion of the academic literature written over the past five decades.

Management

Management
A Book

by Anonim

  • Publisher : Unknown Publisher
  • Release : 1985
  • Pages : 129
  • ISBN : 9876543210XXX
  • Language : En, Es, Fr & De
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The Business of Investment Banking

The Business of Investment Banking
A Comprehensive Overview

by K. Thomas Liaw

  • Publisher : John Wiley & Sons
  • Release : 2011-11-01
  • Pages : 384
  • ISBN : 1118004493
  • Language : En, Es, Fr & De
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A comprehensive overview of investment banking for professionals and students The investment banking industry has changed dramatically since the 2008 financial crisis. Three of the top five investment banks in the United States have disappeared, while Goldman Sachs and Morgan Stanley have converted to commercial banking charters. This Third Edition of The Business of Investment Banking explains the changes and discusses new opportunities for students and professionals seeking to advance their careers in this intensely competitive field. The recent financial regulation overhaul, including the Dodd-Frank legislation, is changing what investment banks do and how they do it, while the Volcker rule has shaken up trading desks everywhere. This new edition updates investment banking industry shifts in practices, trends, regulations, and statistics Includes new chapters on investment banking in BRIC countries, as Brazil, Russia, India, and China now account for a quarter of the global economy Explains the shift in the listing of securities away from New York to various financial centers around the world, and how major exchanges compete for the same business This new edition, reflecting the current state of the investment banking industry, arrives in time to better serve professionals wanting to advance their careers and students just beginning theirs.

Lessons from the Great Recession

Lessons from the Great Recession
At the Crossroads of Sustainability and Recovery

by Constantin Gurdgiev,Liam Leonard,Maria Alejandra Gonzalez-Perez

  • Publisher : Emerald Group Publishing
  • Release : 2016-03-07
  • Pages : 312
  • ISBN : 1785607421
  • Language : En, Es, Fr & De
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This volume examines global cases of environmental sustainability and economics in the context of nations from multi-disciplinary perspectives. This book analyses the problems faced globally as economies try to build a sustainable future in the aftermath of the 'Great Recession', and the recent economic and financial crises.

Trinity University

Trinity University
A Tale of Three Cities

by R. Douglas Brackenridge

  • Publisher : Trinity University Press
  • Release : 2016-02-25
  • Pages : 566
  • ISBN : 1595347909
  • Language : En, Es, Fr & De
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Since its founding in 1869 by the Cumberland Presbyterian Church, Trinity University has been engaged in realizing the dreams of its founders to become “a University of the highest order.” In Trinity University: A Tale of Three Cities, R. Douglas Brackenridge, professor emeritus of religion at Trinity, brings a wealth of scholarship and knowledge to this institutional history. Brackenridge traces Trinity’s unique heritage from its founding in Tehuacana and growth in Waxahachie to its emergence in San Antonio as a top private university for the study of liberal arts and sciences. He draws on historical records and reports, oral histories, newspaper accounts, books, correspondence, and archives to document the university’s challenges and successes. He describes Trinity’s development within the broader context of private, church-related universities in America, while profiling the administrators, faculty, staff, and students who have contributed to Trinity’s rich heritage. The result is a well-researched story of the founding and the progression of one of the nation’s exceptional institutions for higher learning. Illustrations picture Trinity’s campuses in three cities and include black and white photographs.

Debt Markets and Investments

Debt Markets and Investments
A Book

by H. Kent Baker,Greg Filbeck,Andrew C. Spieler

  • Publisher : Oxford University Press
  • Release : 2019-08-08
  • Pages : 640
  • ISBN : 0190877448
  • Language : En, Es, Fr & De
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Debt Markets and Investments provides an overview of the dynamic world of markets, products, valuation, and analysis of fixed income and related securities. Experts in the field, practitioners and academics, offer both diverse and in-depth insights into basic concepts and their application to increasingly intricate and real-world situations. This volume spans the entire spectrum from theoretical to practical, while attempting to offer a useful balance of detailed and user-friendly coverage. The volume begins with the basics of debt markets and investments, including basic bond terminology and market sectors. Among the topics covered are the relationship between fixed income and other asset classes as well as the differences in fundamental risk. Particular emphasis is given to interest rate risk as well as credit risks as well as those associated with inflation, liquidity, reinvestment, and ESG. Authors then turn to market sectors, including government debt, municipal bonds, the markets for corporate bonds, and developments in securitized debt markets along with derivatives and private debt markets. The third section focuses on models of yield curves, interest rates, and swaps, including opportunities for arbitrage. The next two sections focus on bond and securitized products, from sovereign debt and mutual funds focused on bonds to how securitization has increased liquidity through such innovations as mortgaged-and asset- backed securities, as well as collateralized debt-, bond-, and loan obligations. Authors next discuss various methods of valuation of bonds and securities, including the use of options and derivatives. The volume concludes with discussions of how debt can play a role in financial strategies and portfolio creation. Readers interested in a broad survey will benefit as will those looking for more in-depth presentations of specific areas within this field of study. In summary, the book provides a fresh look at this intriguing and dynamic but often complex subject.

Portfolio Management

Portfolio Management
Theory and Practice

by Scott D. Stewart,Christopher D. Piros,Jeffrey C. Heisler

  • Publisher : John Wiley & Sons
  • Release : 2019-03-19
  • Pages : 720
  • ISBN : 111939743X
  • Language : En, Es, Fr & De
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A career’s worth of portfolio management knowledge in one thorough, efficient guide Portfolio Management is an authoritative guide for those who wish to manage money professionally. This invaluable resource presents effective portfolio management practices supported by their underlying theory, providing the tools and instruction required to meet investor objectives and deliver superior performance. Highlighting a practitioner’s view of portfolio management, this guide offers real-world perspective on investment processes, portfolio decision making, and the business of managing money for real clients. Real world examples and detailed test cases—supported by sophisticated Excel templates and true client situations—illustrate real investment scenarios and provide insight into the factors separating success from failure. The book is an ideal textbook for courses in advanced investments, portfolio management or applied capital markets finance. It is also a useful tool for practitioners who seek hands-on learning of advanced portfolio techniques. Managing other people’s money is a challenging and ever-evolving business. Investment professionals must keep pace with the current market environment to effectively manage their client’s assets while students require a foundation built on the most relevant, up-to-date information and techniques. This invaluable resource allows readers to: Learn and apply advanced multi-period portfolio methods to all major asset classes. Design, test, and implement investment processes. Win and keep client mandates. Grasp the theoretical foundations of major investment tools Teaching and learning aids include: Easy-to-use Excel templates with immediately accessible tools. Accessible PowerPoint slides, sample exam and quiz questions and sample syllabi Video lectures Proliferation of mathematics in economics, growing sophistication of investors, and rising competition in the industry requires advanced training of investment professionals. Portfolio Management provides expert guidance to this increasingly complex field, covering the important advancements in theory and intricacies of practice.

The Student's Guide to Financial Literacy

The Student's Guide to Financial Literacy
A Book

by Robert E. Lawless

  • Publisher : ABC-CLIO
  • Release : 2010
  • Pages : 220
  • ISBN : 0313377189
  • Language : En, Es, Fr & De
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Introduces students to the basic principles of economics and personal finance, discussing such topics as saving, credit, investments, taxes, insurance, and the value of an education.

Private Equity

Private Equity
Opportunities and Risks

by Harold Kent Baker,Greg Filbeck,Halil Kiymaz

  • Publisher : Financial Markets and Investme
  • Release : 2015
  • Pages : 589
  • ISBN : 0199375879
  • Language : En, Es, Fr & De
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During the past few decades, private equity (PE) has attracted considerable attention from investors, practitioners, and academicians. In fact, a substantial literature on PE has emerged. PE offers benefits for institutional and private wealth management clients including diversification and enhancement of risk-adjusted returns. However, the lack of transparency, regulatory restrictions, and liquidity concerns that exist for some PE options limit their attractiveness for some investors. Private Equity: Opportunities and Risks offers a synthesis of the theoretical and empirical literature on PE in both emerging and developed markets. The book examines PE and provides important insights about topics such as major types of PE (venture capital, leveraged, buyouts, mezzanine capital, and distressed debt investments), how PE works, performance and measurement, uses and structure, and trends. Readers can gain an in-depth understanding about PE from academics and practitioners from around the world. Private Equity: Opportunities and Risks provides a fresh look at the intriguing yet complex subject of PE. A group of renowned experts take readers through the core topics and issues of PE, and also examine the latest trends and cutting-edge developments in the field. Additionally, discussion of research on PE permeates the book. The coverage extends from discussing basic concepts and their application to increasingly complex and real-world situations. Thus, this volume spans the gamut from theoretical to practical, while offering a useful balance of detailed and user-friendly coverage. This fresh and intriguing examination of PE is essential reading for anyone hoping to gain a better understanding of PE, from seasoned professionals to those aspiring to enter the demanding world of finance.

Aligning Business Strategies and Analytics

Aligning Business Strategies and Analytics
Bridging Between Theory and Practice

by Murugan Anandarajan,Teresa D. Harrison

  • Publisher : Springer
  • Release : 2018-09-27
  • Pages : 211
  • ISBN : 3319932993
  • Language : En, Es, Fr & De
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This book examines issues related to the alignment of business strategies and analytics. Vast amounts of data are being generated, collected, stored, processed, analyzed, distributed and used at an ever-increasing rate by organizations. Simultaneously, managers must rapidly and thoroughly understand the factors driving their business. Business Analytics is an interactive process of analyzing and exploring enterprise data to find valuable insights that can be exploited for competitive advantage. However, to gain this advantage, organizations need to create a sophisticated analytical climate within which strategic decisions are made. As a result, there is a growing awareness that alignment among business strategies, business structures, and analytics are critical to effectively develop and deploy techniques to enhance an organization’s decision-making capability. In the past, the relevance and usefulness of academic research in the area of alignment is often questioned by practitioners, but this book seeks to bridge this gap. Aligning Business Strategies and Analytics: Bridging Between Theory and Practice is comprised of twelve chapters, divided into three sections. The book begins by introducing business analytics and the current gap between academic training and the needs within the business community. Chapters 2 - 5 examines how the use of cognitive computing improves financial advice, how technology is accelerating the growth of the financial advising industry, explores the application of advanced analytics to various facets of the industry and provides the context for analytics in practice. Chapters 6 - 9 offers real-world examples of how project management professionals tackle big-data challenges, explores the application of agile methodologies, discusses the operational benefits that can be gained by implementing real-time, and a case study on human capital analytics. Chapters 10 - 11 reviews the opportunities and potential shortfall and highlights how new media marketing and analytics fostered new insights. Finally the book concludes with a look at how data and analytics are playing a revolutionary role in strategy development in the chemical industry.

Handbook of Probability

Handbook of Probability
Theory and Applications

by Tamás Rudas

  • Publisher : SAGE
  • Release : 2008-02-21
  • Pages : 469
  • ISBN : 1412927145
  • Language : En, Es, Fr & De
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The Handbook of Probability presents an equal balance of theory and direct applications in a non-technical, yet comprehensive format so that researchers of various backgrounds can use the reference either as a primer for understanding basic probability theory or as a more advanced research tool for specific projects requiring a deeper understanding or application of probability. The wide-ranging applications of probability presented make it useful for researchers who need to make interdisciplinary connections in their work, as well as professors who teach a range of students (social sciences, education, business, behavioral sciences, etc.) and need to bring probability into greater, concrete perspective for these students.