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Student Managed Investment Fund (SMIF)

Real-life learning in equity research, analysis, selection and management through hands-on experience with a real-money portfolio. Students manage funds in the Ted Rogers School of Management’s Student Managed Investment Fund. The investment objective is to generate a reasonable long-term return on the Fund’s assets given suitable investment risks. The Fund will invest in a broadly diversified portfolio of mid-to-large capitalization stocks that provide capital gains or income.

Statement of Investment Policies and Procedures (SIPP)

The Fund will invest in a broadly diversified portfolio of mid-to-large capitalization stocks that provide capital gains or income. More details on the nature and practices of the Fund are available in the document titled “Statement of Investment Policies and Procedures of the Student Managed Investment Fund” (SIPP). Further, any terms used in this course outline which are not clearly defined in the course outline will be further defined in the SIPP.

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