Developing Long-Term Strategies And Policies For The Student Managed Investment Group: Lessons Learned From Over A Decade Of Running The Group

Abstract

This paper documents the lessons learned from more than a decade of running the Student Managed Investment Group (SMIG) at Spring Arbor University and how other institutions of higher education and the like (e.g., high school investment clubs) can perpetuate these lessons to start and grow their own funds. The authors assembled a simulated portfolio of 25 stocks to determine if their returns exceed that of S&P 500 Index for a 10-year period (2009-2018). The study provided partial support that existing strategies should be continued to sustain the fund moving forward.

Description

Conference paper presented at The 29th Annual Meeting of International Conference on the Pacifc Rim by the Association for Chinese Management Educators (ACME) at West Washington University, Bellingham, Washington. August 3-4, 2019.

Keywords

Research Subject Categories::SOCIAL SCIENCES::Business and economics::Business studies, Investment Group, Student managed investment group, Investment education

Citation

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