List of Undergraduate Student-Run Investment Funds

Intern in IB - Ind

Does anyone know any schools with student-run investment funds off the top of their head? Looking to organize a pitch competition and would like to reach out to other schools to gauge interest. Thanks!

Comments (51)

Most Helpful
  • Prospect in Other
Jan 15, 2020

It's a small school but I know Bentley University in MA has a pretty big fund entirely student run

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  • Analyst 1 in IB-M&A
Jan 17, 2020

deleted

  • Intern in IB - Ind
Jan 15, 2020

University of Minnesota has quite a large one. It is run by a cohort comprised of both Undergrad and MBA students

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  • Analyst 1 in IB-M&A
Jan 16, 2020

~$40 million

  • Analyst 1 in IB-M&A
Jan 17, 2020

Some of the frats also have portfolios managed exclusively by students with $100k plus. But yeah 40mm for the one that is open to MBAs and UGs

  • Prospect in IB - Gen
Jan 15, 2020

The University of Utah has one with >200k that is only undergrad run

  • Prospect in IB-M&A
Jan 15, 2020

800k+ now

Jan 15, 2020

Holy fuck, are you serioous now lmao?

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  • Analyst 1 in AM - FI
Jan 15, 2020

The University of South Carolina has one with ~$1m

Jan 15, 2020

Penn State has the Nittany Lion fund ~$7million, run entirely by undergrads

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Jan 15, 2020

Georgia Tech has one ~$1.5m

Jan 15, 2020

UNC has 3. Two are part of Finance Society and third is a PE fund

  • Intern in IB-M&A
Jan 15, 2020

Fordham has ~1.5m

  • Intern in Other
Jan 15, 2020

Tufts University has one, commensurate AUM and # of students interested in business (so not much, ~250K)

Jan 15, 2020

University College Dublin (Ireland) SMF is pretty good, 300+ students involved managing circa 50k

Jan 15, 2020

Is it uncommon for schools to have a student investment fund?

Jan 15, 2020

Most schools would have one (or some similar type of organization) and from what I've seen some of the larger funds at the schools which don't have strong OCR actually have great placement for front office positions (e.g. Indiana, Penn State, etc.)

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Jan 15, 2020

Literally every reputable school has an investment fund. I'd start by reaching out to sure-fire schools such as Ivy League schools, PAC-12, BIG10, etc

Jan 15, 2020

OP means investment fund that is run by the students. Most schools do not have a student run fund, or a student fund that is really small

To OP - Georgetown has one, ~700K AUM

Jan 15, 2020

I know. My comment stands.

  • Intern in IB - Gen
Jan 15, 2020

every school still has one lol

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Jan 15, 2020

How do these students have so much AUM? Where is the money coming from?

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  • Intern in IB - Ind
Jan 15, 2020

Johns Hopkins (Marshal L. Salant Investment Fund) ~$400k aum

Jan 15, 2020

The University of Maryland has the Lemma Senbet Fund.

Jan 15, 2020

Trinity ( Hartford not Dublin) has a ~500K fund and Bloomberg terminals

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  • Analyst 2 in RE - Comm
Jan 15, 2020

University of St. Thomas (MN) has a $6 million dollar student run fund

Jan 15, 2020

James Madison University in Virginia has its Madison Investment Fund, around $300K or so I think

Funniest
Jan 15, 2020

mine is 4.5 inches.

Thank you for your interest in the 2020 Investment Banking Full-time Analyst Programme (London) at JPMorgan Chase. After a thorough review of your application, we regret to inform you that we are unable to move forward with your candidacy at this time.

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  • Intern in IB - Gen
Jan 15, 2020

You try too hard

Jan 16, 2020

suck my short member

Thank you for your interest in the 2020 Investment Banking Full-time Analyst Programme (London) at JPMorgan Chase. After a thorough review of your application, we regret to inform you that we are unable to move forward with your candidacy at this time.

  • Associate 1 in IB - Gen
Jan 16, 2020

The McIntire Investment Institute (MII) at UVA has like 600K and returned 40% last year apparently. Kids are ballers

  • Prospect in IB-M&A
Jan 16, 2020

GMG and AIF

Jan 16, 2020

University of Dayton, insanely, manages over $35mm, and has outside clients.

https://udayton.edu/news/articles/2019/11/flyer_in...

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Jan 16, 2020

Boston University has one, no idea how large it is though.

Jan 16, 2020

About $700k, investment committee is comprised of some alum/non-alum board members, but diligence is entirely student run and it's traditionally small-cap value oriented picks which is a pretty unique lens.

Jan 16, 2020

UConn has one fund ~$6 million managed by 4 teams

Jan 16, 2020

Emory has 3 small ones that I know of (club and professor run program) so there might be more pockets somewhere. 2 under GIMG Equity fund ~160K and fixed income ~102k (started 100k 5 years ago....). Another one is a REPE fund that has 200k or 500k I forgot. REPE invests in RE syndication deals so long hold period and some REIT. Very small liquid portion with the REIT though I think it's somewhere 50~100k.

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Jan 16, 2020

UNC Chapel Hill has several student-run funds run through its undergraduate business program. Of particular note is the ~$6 Million private equity fund run by a combination of MBA and undergraduate students (typically 5 undergrads, all with signed offer letters at investment banks).

"I'll tell you what: I'm never eating at Benihana's again, I don't care whose birthday it is"

Jan 16, 2020

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  • Prospect in HF - EquityHedge
Jan 16, 2020

Villanova has one with 1M+ AUM

  • Prospect in ER
Jan 16, 2020

Rutgers New Brunswick has a student managed fund with about $180k and a team of 40 undergrads managing it

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  • Intern in IB-M&A
Jan 16, 2020

Northeastern University has one

  • Intern in IB - Gen
Jan 17, 2020

Stern AIG but their's is tiny (like ~$50K if I remember correctly). Always thought it was weird that they didn't have more AUM

  • Intern in CB
Jan 19, 2020

I know a school in Albany, NY called Siena College has a fully student ran fund of ~$350K AUM.

Jan 20, 2020

In the UK, Newcastle University set up NCL Capital Partners

Jan 22, 2020
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Jan 22, 2020