Project 1: 2023 SMIFC Poster Session

Sponsored by CMT Association

The 2023 SMIFC poster session will take place on Thursday, October 5, 2023, at 4:15 p.m.-5:30 p.m. - SMIFC Teams Poster Session Competition, Hyatt Regency McCormick, first floor, Hyatt Conference Center, Jackson-Park Room. The poster session provides the SMIFC teams a way to display information about their SMIF including performance for 2022 year. As an incentive to participate in the poster session competition, Scott College of Business at Indiana State University will recognize and present awards for the three teams that demonstrate Posters of Excellence for outstanding performance and outstanding visual presentation. Presenters will participate in engaging their colleagues at other SMIFC schools. All presenters are responsible for bringing or delivering the posters to the conference and removing them after the conference. Posters presenters are expected to arrive at least 15 minutes before the start of the poster session. We encourage all SMIFC teams to participate in the poster session.

Submissions and Representation

Each SMIFC team who plans to participate in the poster session competition should send an email to Michelle Swick at michelle.swick@indstate.edu by 5:00 pm eastern time on September 20, 2023 and . Each team is also required to report their fund time weighted rate of return (TWRR) on a spread sheet and send it to us along with a letter or statement from the brokerage house that host their SMIF for the period from January 1, 2022, to December 31, 2022. If the school hosts more than one fund and are managed by different teams up to two teams (1-3 students) can participate in the competition. SMIFC teams can use forty-eight inches by thirty-six inches tri-fold boards to display their posters.

Evaluation Rubric

• SMIF performance measured by Sharpe ratio (30%)
• Visual presentation (35%)
• Presentation to judges (35%)

Evaluation Method

We will use the Sharpe ratio to measure SMIF team’s performance over the period January 1, 2022, through December 31, 2022. The return used in the ratio is the time weighted return.

While we would like SMIF teams to be innovative in what to include on their posters and how to set up them up, we expect the posters to highlight among other things, the SMIF performance, history, investment policy, Investment strategies and student role in decision making process.

Poster Session Prizes

Courtesy of CMT Association

• First Place — $1000
• Second Place — $ 800
• Third Place — $700

Project 2: SMIFC Portfolio Building Competition

This project is an exercise in creating a long-term investment strategy and building an investment portfolio using fundamental analysis. The Investment horizon is five years. Teams of 1 to 3 students are asked to create a paper trading portfolio of $100,000 that can be invested in stocks. Each team is also required to write a 5-8 page (including exhibits) paper describing their investment plan and demonstrating their knowledge of analysis of economic, industrial, political, global and financial conditions, and their understanding and application of fundamental analysis concepts and the criteria they used in stock selection, allocation, and risk management of their portfolio. Up to two teams from each school can participate in the competition.

Evaluation Rubric

• Analysis of economic, industrial, political, global and financial conditions (25%)
• Asset allocation and diversification (25%)
• Financial Analysis and selection of stocks (25%)
• Write up of the paper and exhibits (25%)

Portfolio Building Cash Prize Pool

Courtesy of Scott College of Business at Indiana State University

• First Place — $1500
• Second Place — $1000
• Third Place — $500

Timeline:

• September 20, 2023 - Deadline for Paper submissions
• October 06, 2023 - Conference prizes awarded to Portfolio Building Competition

Submissions and Representation

Please submit Two copies of the portfolio building paper to michelle.swick@indstate.edu.and tarek.zaher@indstate.edu. no later than 5:00 p.m. Eastern time, on September 20, 2023. One copy of the paper would have school affiliation and team member’s names. A second copy of the paper will be sent to the competition Judges and therefore should not contain any identifying information. We encourage all SMIFC Schools to participate in the competition. Schools that submit to paper competition should plan to have at least one member of their team(s) present at the conference. The winning teams will make a 5-10 minutes’ presentation of their paper at the conference.