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CFA Society of Orange County > CFAOC Foundation > Sites > Student Managed Fund
 

 Student Managed Investment Fund

In the Fall of 2010, the Foundation sent out Requests For Proposal to local universities to allow student teams from around Orange County to compete for the opportunity to manage the Foundation’s portfolio for one year.

We are pleased to announce that the winners of the 2010 annual portfolio management Request For Proposal competition is the student management team from CSUF, and we would like to congratulate them on their successful proposal and presentation. The team of students from CSUF will be managing a $100,000 portfolio for the 2011 calendar year. The second place winner is the SMIF team from CSULB.

We are preparing the Requests for Proposal for the 2011 annual portfolio management competition.  For Orange County Colleges/Universities desiring an RFP and to participate in the program or just seeking more information, please contact Timothy Stevens or Benjamin C. Lau.

To download the form, click below:

CFAOCF RFP - 2010.doc

The winners of the 2009 annual portfolio management Request For Proposal competition were the SMIF students of CSULB, who managed a $100,000 portfolio for the 2010 calendar year. The second and third place winners for 2009 were the student teams from CSUF and UCI, respectively.

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