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SMIFC: Research: A Bibliography
A selected bibliography of works on Student Managed Investment Funds.
The Journal of Trading, Winter 2018; Volume 13, Issue 1 was a special issue about SMIFs. http://jot.iijournals.com/content/13/1 & http://journals.sfu.ca/iij/index.php/JOT/issue/view/152
Alexander Jr, John C., Heck, Charles C. & McElreath, Robert B. (2001). A Guide to Building a University Trading Room. Financial Services Review, 10(1–4):209. Available from https://www.sciencedirect.com/science/article/pii/S1057081002000999 & https://www.researchgate.net/publication/4764434_A_guide_to_building_a_university_trading_room & https://data.bloomberglp.com/bat/sites/3/2016/06/WhitePaper_AlexanderHeckMcElreath.pdf
Ammermann, Peter A., Gupta, Pia., & Yulong, Ma. (2019). The Learning Experience Continues: Two Decades and Counting for CSULB’s SMIF Program. International Journal of Managerial Finance. DOI: https://doi.org/10.1108/MF-10-2018-0481. Available from http://www.researchgate.net/publication/332685457_The_learning_experience_continues_two_decades_and_counting_for_CSULB's_SMIF_program
Ammermann, Peter A. & Runyon, L. R. (2003). Risk Aversion and Group Dynamics in the Management of Student Managed Investment Fund, Journal of the Academy of Business and Economics 1(1). 58‐62.
Ammermann, Peter A., Runyon, L. R., & Conceicao, Reuben. (2011). A New Quantitative Approach for the Management of a Student-Managed Investment Fund. International Journal of Managerial Finance. 37(7), 624-635. DOI: https://doi.org/10.1108/03074351111140261. Available from https://www.emeraldinsight.com/doi/pdfplus/10.1108/03074351111140261
Ary, E. J. & R. L. Webster. (2000). A Survey of University Student Investment Funds. Midwest Review of Finance and Insurance, 14(1), 9-18.
Ascioglu, Asli & Saatcioglu, Kemal, & Smith, Adam. (2018). Integration of ESG Metrics into a Student-Managed Fund: Creating Sustainable Student-Managed Funds. Journal of Trading Winter 2018, 13(1) 59-71; DOI: https://doi.org/10.3905/jot.2018.13.1.059 & http://jot.iijournals.com/content/13/1/59 & https://www.researchgate.net/publication/322010837_Integration_of_ESG_Metrics_into_a_Student-Managed_Fund_Creating_Sustainable_Student-Managed_Funds
Bear, F. Thomas. & Boyd, G. Michael. (1984). An Applied Course in Investment Analysis and Portfolio Management. Journal of Financial Education, 13(Fall), 68-71. Available from https://www.jstor.org/stable/41948066
Belcher, Lawrence J., & Belcher, Landon J. Does “Experience” Matter? Expertise and Voting Patterns in a Student-Managed Investments Program. Available from https://editorialexpress.com/cgi-bin/conference/download.cgi?db_name=SWFA2017&paper_id=136
Belt, B. (1975). A Securities Portfolio Managed by Graduate Students. Journal of Financial Education, 4(Fall), 77-81. Available from http://www.jstor.org/stable/41947870
Benton, Ariel I. & Huerta-Sanchez, Daniel & Pyles, Mark K. (2018). The Impact of Market Conditions on Voting Results in a Student-Managed Fund. Journal of Trading Winter 2018, 13(1) 72-79 DOI: https://doi.org/10.3905/jot.2018.13.1.072 & http://jot.iijournals.com/content/13/1/72 & https://www.researchgate.net/publication/322010771_The_Impact_of_Market_Conditions_on_Voting_Results_in_a_Student-Managed_Fund
Bergquist, Brian D., Keig, Dawn L., Wilkinson, Timothy J. (2019). Student Investment Groups: Enhancing the lLberal Arts Experience. International Journal of Managerial Finance. DOI: https://doi.org/10.1108/MF-08-2018-0413
Berkow, Kathryn S. & Jakotowicz, Richard C. & Weber, Bruce W. (2018). Fund Governance and Trade Events in a Student-Managed Portfolio. The Journal of Trading Winter 2018, 13(1) 52-58; DOI: https://doi.org/10.3905/jot.2018.13.1.052 & http://jot.iijournals.com/content/13/1/52 & https://www.researchgate.net/publication/322010337_Fund_Governance_and_Trade_Events_in_a_Student-Managed_Portfolio
Bhattacharya, T. K. & McClung J. J. (1994). Cameron University’s Unique Student-Managed Investment Portfolio. Financial Practice and Education, 4(1), 55-60.
Block, Stanley B., & French, Dan W. (1991). The Student-Managed Investment Fund: A Special Opportunity in Learning. Financial Practice and Education, 1(1), 35-40. Available from http://connection.ebscohost.com/c/articles/9607240007/student-managed-investment-fund-special-opportunity-learning & https://www.researchgate.net/publication/283921735_The_student_managed_investment_fund_A_special_opportunity_in_learning
Bolster, Paul J. & Platt, Harlan. (2018). The Challenges of Managing a Student-Managed Fund. The Journal of Trading, Winter 2018, 13(1) 7-16; DOI: https://doi.org/10.3905/jot.2018.13.1.035 & http://jot.iijournals.com/content/13/1/35
Boughton, Charles M., & Jackson, Katherine L. (2018). The History and Future of Student-Managed Investment Fund Consortia, 2018, working paper.
Boughton, Charles M., & Jackson, Katherin.L. (2018, April). Variation in the Structure and Administration of Student-Managed Investment Funds. Presented at the Western Decision Sciences Institute. Available from http://wdsinet.org/Annual_Meetings/2018_Proceedings/papers/cr19.pdf
Bowers, Jared H. & Lavin, Angeline M. (2012). The CCM Model: A Stock Valuation Tool for a Student Managed Investment Fund. International Journal of Managerial Finance, 38(9), 892-911. Available from https://doi.org/10.1108/03074351211248225 & https://www.emeraldinsight.com/doi/abs/10.1108/03074351211248225
Bruce, Brian & Greene, Jason, (2013). Trading and Money Management in a Student-Managed Portfolio, Elsevier Monographs, Elsevier, edition 1, number 9780123747556, August. Available from https://ideas.repec.org/b/eee/monogr/9780123747556.html
Brune, Chris & Files, James. (2019). Biblical Screens and the Stock Selection Process: Applications for a Student-Managed Fund. Christian Business Academy Review. 14(1). Available from https://cbfa-cbar.org/index.php/cbar/article/view/510/517
Burns, William & Burns, Michelle (1982, fall). The Use of a Portfolio Management Simulation as a Learning Device. Journal of Financial Education, 79-82. Available from http://www.jstor.org/stable/41917691
Caldwell, Craig B. & Dolvin, Steven D. (2012) Herding Behavior in Student-Managed Investment Funds: Identification, Impact and Reduction. Journal of Economics and Economic Education Research, 13(2), 97-110. Available from https://www.researchgate.net/publication/289074646_Herding_behavior_in_student_managed_investment_funds_Identification_impact_and_reduction & http://www.alliedacademies.org/articles/herding-behavior-in-student-managed-investment-funds-identification-impact-and-reduction.pdf
Charlton, William T., and Earl, John H. (2000). Student Selection of Student Managed Investment Fund Managers. Journal of Financial Education 16 (Fall), 40-45
Charlton, William T. & Earl, John, & Stevens, Jerry J. (2015). Expanding Management in Student Managed Investment Funds. Journal of Financial Education, 41(2), 1-23. Available from http://www.jstor.org/stable/24573676
Chincarini, Ludwig & Le, Tuan Anh. (2018). Managing a Student-Managed Fund: The University of San Francisco Experience. Journal of Trading Winter 2018, 13(1) 84-111; DOI: https://doi.org/10.3905/jot.2018.13.1.084 & http://jot.iijournals.com/content/13/1/84
Clark, John M. (2018). Issues in Running a Student-Managed Investment Fund with Part-Time Students. Journal of Trading Winter 2018, 13(1) 80-83. DOI: https://doi.org/10.3905/jot.2018.13.1.080 & http://jot.iijournals.com/content/13/1/80
Clinebell, John (2013). Socially Responsible Investing and Student Managed Investment Funds: Expanding Investment Education. Financial Services Review, 22, 13-22. Available from http://go.galegroup.com/ps/anonymous?id=GALE%7CA347403973 & http://www.researchgate.net/publication/282367137_Socially_responsible_investing_and_student_managed_investment_funds_Expanding_investment_education
Clinebell, John, & Murphy, Jody. (2016). Student Managed Investment Funds: The Perspectives of Alumni. Journal of Financial Education, 42(3-4), 304-312. Available from http://www.jstor.org/stable/90001155
Cooley, Philip L. & Hubbard, Carl M. (2012). FAQs about Student Managed Funds. Advances in Financial Education, 10(1), 72-83. Available from https://s3.amazonaws.com/risewebsitefiles/ufl/FAQs+About+Student+Managed+Funds.pdf
Cowan, Adrian M. (2008). Student Managed Portfolios an an Environment of Faith. St. Mary's University. Available from https://www.stthomas.edu/media/catholicstudies/center/ryan/conferences/2008-notredame/updatedpdflinks/AdrianCowan.pdf
Cox, Don R., & Goff, Delbert C. (1996). Starting and Operating a Student Investment Club. Financial Practice and Education, 6(2), 78-85. Available from http://connection.ebscohost.com/c/articles/9708072800/starting-operating-student-investment-club
Crabb, Peter R., Booker, Jacob, & James, Kyle, (2018). Worth the Risk? A Comparison of Student Managed Investment Programs. Available from https://ssrn.com/abstract=3253354 & http://dx.doi.org/10.2139/ssrn.3253354 & https://www.researchgate.net/publication/328471658_Worth_the_Risk_A_Comparison_of_Student_Managed_Investment_Programs
Dash, Gordon H. & Kajiji, Nina. (2015). Near High Frequency Production Economics for Global Wealth Creation: Automated Trading, Neuroeconomics and Trading Fundamentals. Presented at the 7th Annual Meeting of the Academy of Behavioral Finance & Economics, September 16-18, 2015, Philadelphia, PA. Available from https://web.uri.edu/business/files/CBA_WorkingPaper_2015_ABFE_Mstr21.pdf & http://www.nkd-group.com/research/ABFE2015/ABFE_Presentation_2015.pdf
Daugherty, Mary Schmid, & Vang, David O. (2015). Using Performance Data to Evaluate Student Learning in a Student-Managed Investment Fund. Journal of Higher Education Theory and Practice, 15(2), 85. Available from http://www.na-businesspress.com/JHETP/DaughertyMS_Web15_2_.pdf & http://financedocbox.com/Mutual_Funds/66624442-Using-performance-data-to-evaluate-student-learning-in-a-student-managed-investment-fund.html
David A. DeBoeuf, (2019). Structuring Stock Investment Funds with a Limited Number of Qualified Students. International Journal of Managerial Finance, DOI: https://doi.org/10.1108/MF-05-2018-0240
Dewally, M. & Drause, David S. (2009). The Establishment of a Student-Managed Investment Club Utilizing Exchange Traded Funds. Journal of the Academy of Business Education, 2009, (Spring), 132-145
Dolan, Robert C. & Stevens, Jerry L. (2010, spring/summer). Experiential Learning for Undergraduates in Economics and Finance: A True Top-Down Investment Fund. Journal of Financial Education. 36(1/2) 120-136. Available from https://www.jstor.org/stable/41948639
Dolan, Robert C. & Stevens, Jerry L. (2006). Business Conditions and Economic Analysis: An Experiential Learning Program for Economic Students. Journal of Economic Education 37(4), 395-405.
Dolan, Robert C., Stevens, Jerry L. & Zucker, Collin R. (2018). The Next Generation ETF Student-Managed Investment Program. The Journal of Trading, Winter 2018, 13(1) 7-16; DOI: https://doi.org/10.3905/jot.2018.13.1.007 & http://jot.iijournals.com/content/13/1/7
Dorn, Daniel. (2018). Student-Managed Portfolios: Wisdom of Independent Crowds? The Journal of Trading, Winter 2018, 13(1) 7-16; DOI: https://doi.org/10.3905/jot.2018.13.1.017 & http://jot.iijournals.com/content/13/1/17
Goff, Delbert C. & Cox, Don R. (2016. Winter). A Faculty-Driven Approach to Starting and Operating a Student Managed Investment Fund. Journal of Economics and Finance Education. 15(1). 14-22. Available from https://www.economics-finance.org/jefe/issues/JEFE-Vol-15-Num-1-Winter-2016.pdf
Gradisher, Suzanne, Kahl, Douglas R., Clinebell, John M., & Stevens, Jerry L. (2015). Fiduciary and Legal Considerations for Student-Managed Investment Funds. Journal of Education for Business. 2016, 91(2). Available from https://www.tandfonline.com/doi/full/10.1080/08832323.2015.1122564 - https://doi.org/10.1080/08832323.2015.1122564 & https://www.researchgate.net/publication/288684230_Fiduciary_and_legal_considerations_for_student-managed_investment_funds
Grinder, Brian, Cooper, Dan W., & Britt, Michael. (1999). An Integrative Approach to Using Student Investment Clubs and Student Investment Funds in the Finance Curriculum. Financial Services Review 1999, 8. 211–221. Available from http://www.academia.edu/25657693/An_integrative_approach_to_using_student_investment_clubs_and_student_investment_funds_in_the_finance_curriculum & http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.392.5131&rep=rep1&type=pdf & https://www.sciencedirect.com/science/article/pii/S1057081000000408
Haddad, M.M & Redman, Arnold L. (2006). Students as Fiduciaries: An Examination of the Performance of Student-Managed Portfolios. Journal of the Academy of Business Education, Summer 2006, 87-98.
Halberg, R. (2001, October). Student Managed Endowment Funds: Putting Investment Theory & Ethical Investing into Practice. Presented at the National Conference of The Christian Business Faculty Association.
Hirt, Geoffey A. (1977). Real Dollar Portfolios Managed by Students – An Evaluation. Journal of Financial Education, 6(Fall), 57-61. Available from https://www.jstor.org/stable/41947920
Holzhauer, Hunter M., Krause, Timothy A., Russell, Judson., Harrell, Deborah., & Bandopadhyaya, Arindam. (2019). Student Managed Funds – A Panel Discussion. International Journal of Managerial Finance, DOI: https://doi.org/10.1108/MF-08-2018-0406
Horstmeyer, Derek. (2019). Formation of a Student Managed Investment Fund: Risk Management and Oversight. International Journal of Managerial Finance, DOI: https://doi.org/10.1108/MF-08-2018-0396
Howe, Thomas S., Kotomin, Vladimir., Liao, Min-Yu (Stella)., & Varma, Abhishek. (2019). A Tale of Two SMIPs: Equity and Fixed Income. DOI: https://doi.org/10.1108/MF-08-2018-0399. Available from https://www.researchgate.net/publication/331719003_A_tale_of_two_SMIPs_equity_and_fixed_income
Huerta, Daniel & Pyles, Mark. (2019). A Dual Portfolio Approach to a Student Managed Fund. DOI: https://doi.org/10.1108/MF-08-2018-0394 Available from https://www.researchgate.net/publication/331577885_A_dual_portfolio_approach_to_a_student_managed_fund
Hughen, J. Christopher & Lung, Peter P. (2018). Risk Management in Student-Managed Funds: Earnings Announcements and the Collar Strategy, International Journal of Managerial Finance, https://doi.org/10.1108/MF-05-2018-0198. Available from https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3200622 & https://www.researchgate.net/publication/326706464_Risk_Management_in_Student-Managed_Funds_Earnings_Announcements_and_the_Collar_Strategy
Hughen, J. Christopher, Srauss, Jack & Tremblay, J. P. (2018). Adding Value in Student-Managed Funds: Benchmark and Sector Selection. The Journal of Trading, Winter 2018, 13(1) 7-16; DOI: https://doi.org/10.3905/jot.2018.13.1.027 & http://jot.iijournals.com/content/13/1/27 & https://www.researchgate.net/publication/320880647_Adding_Value_in_Student-Managed_Funds_Benchmark_and_Sector_Selection
Hutton, Ed. (2011). The Niagara University Monteagle Fund, a Student Managed Investment Portfolio. BRC Academy Journal of Education. 1(2). 79-94. Available from http://www.cambriainstitute.com/journals/acade128v1n2y2011f79.pdf
Hysmith, Ryan Thomas. (2017). Impact of Student-managed Investment Fund Participation on Financial Knowledge, Financial Satisfaction and Financial Behavior. Available from https://search.proquest.com/openview/b1446890b0e441ee4df67909423f6ad7/1 & https://pqdtopen.proquest.com/doc/1928947741.html?FMT=ABS
Jennings, William P. & Jennings, Penelope (2006). Domestic Investment Bias Among Student-Managed Investment Portfolios. Investment Management and Financial Innovations, 3(3), 155-159. Available from https://businessperspectives.org/images/pdf/applications/publishing/templates/article/assets/1419/imfi_en_2006_03_Jennings.pdf
Johnson, David W., Alexander, Joe F., & Allen, Garth H. (1996). Student-Managed Investment Funds: A Comparison of Alternative Decision-Making Environments. Financial Practice and Education, 6(1), 97-101. Available from http://connection.ebscohost.com/c/articles/9607253230/student-managed-investment-funds-comparison-alternative-decision-making-environments
Kahl, Douglas R. (1997). The Challenges and Opportunities of Student-Managed Investment Funds at Metropolitan Universities. Financial Services Review, 6(3), 197-200. Available from https://www.sciencedirect.com/science/article/pii/S1057081097900135 & http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.392.3648&rep=rep1&type=pdf
Kester, G W. (1986). Extending Investments Beyond the Classroom Through Investment Clubs. Financial Management Collection 1, 9-10.
Kish, Richard J. & Hogan,Karen M. (2011). Building a Financial Trading Lab: Step 1 and Beyond. Journal of Financial Education 38(1):13-33. Available from https://data.bloomberglp.com/bat/sites/3/2016/06/WhitePaper_KishHogan.pdf & https://www.researchgate.net/publication/262100475_Building_a_Financial_Trading_Lab_Step_1_and_Beyond
Krause, David S., (2006). Establishing a Student-Managed Alternative Investment Fund Utilizing Commodity Based Exchange Traded Funds. Academic Business World International Conference Proceedings. (May 2006). 320-329. Available from http://abwic.org/Proceedings/2006-ABW-Proceedings.pdf
Krueger, T. M. (2011). Finance Experts Versus Students: Policies, Comparative Return and Risk of Investments in Student-Directed Investment Portfolio. Journal of Accounting and Finance, 11(4), 119-137.
Kubik, Christopher. (2016). Student-Managed Investment Funds: A Survey of Student Demographics, Fund Policies, and Transparency. Academy of Business Education 2016 Proceedings. Available from http://docs.wixstatic.com/ugd/4ccb80_30076c1dfddb430a9df9a5be3a57916b.pdf
Lamb, Reinhold, & Schnusenberg, Oliver, & Italia, Shannon. (2015, June). Combining Theory and Application: Rethinking Finance Education. Review of Contemporary Business Research. (June 2015). 4(1). 1-14. Available from http://rcbrnet.com/journals/rcbr/Vol_4_No_1_June_2015/1.pdf
Lawrence, Edward C. (2008). Student Managed Funds: An International Perspective. Journal of Applied Finance, 18, 67-83. Available from http://docshare.tips/behavioral-finance-jaffw2008_585a6defb6d87f8d1c8b6761.html & http://connection.ebscohost.com/c/articles/38707307/student-managed-investment-funds-international-perspective & https://www.researchgate.net/publication/256006941_Student_Managed_Investment_Funds_An_International_Perspective & https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2698650
Lawrence, Edward C. (1994). Financial Innovation: The Case of Student Investment Funds at United States Universities. Financial Practice and Education, 4(1), 47-53. Available from http://connection.ebscohost.com/c/articles/9607300523/financial-innovation-case-student-investment-funds-united-states-universities
Lawrence, Edward C. (1990). Learning Portfolio Management by Experience: University Student Investment Funds. The Financial Review, 25(1), 165-173. Available from https://onlinelibrary.wiley.com/doi/abs/10.1111/j.1540-6288.1990.tb01295.x
Lei, Adam Y.C. and Li, Huihua, (2015). Portfolio Performance Evaluation Benchmark: A Note (September 7, 2014). Journal of Economics and Finance Education, 14(1). 1-7, 2015. Available at SSRN: https://ssrn.com/abstract=2491996
Lei, Adam Y.C. and Li, Huihua, (2012). Using Bloomberg Terminals in a Security Analysis and Portfolio Management Course (January 12, 2013). Journal of Economics and Finance Education, 11(1), 72-92, 2012. Available at SSRN: https://ssrn.com/abstract=1999066 or http://dx.doi.org/10.2139/ssrn.1999066
Lopez-Rivera, Marisa. (2007). Colleges Use Students to Manage Endowments. Chronicle of Higher Education. December 17, 2007. 54(16). Available from https://www.chronicle.com/article/Colleges-Use-Students-to/35748
Luthy, Michael R., & Hafele, Carl W. (2013). University Students as Portfolio Managers: Performance Versus the Market, Experts, and Random Selection. Academy of Educational Leadership Journal, 17(1), 1-12. Available from https://www.abacademies.org/articles/aeljvol17no12013.pdf
Macy, Anne. (2010). Student-Managed Investment Funds: A Framework for Regional Schools. Academy of Educational Leadership Journal, Special Issue, 14, 47-62. Available from http://search.ebscohost.com/login.aspx?direct=true&db=buh&AN=59633346 & https://www.researchgate.net/publication/268056979_STUDENT-MANAGED_INVESTMENT_FUNDS_A_FRAMEWORK_FOR_REGIONAL_SCHOOLS
Mallett, James E., Belcher, Lawrence J., & Boyd, G. Michael (2010). Experiment no more: The Long-term Effectiveness of a Student-Managed Investments Program. Journal of Financial Education, 36(3/4), 1-15. Available from https://www.jstor.org/stable/41948644 & https://www.slideshare.net/khanyasmin/james-mallett-stetson-university
Mallett, James E., & Lerro, Anthony J. (2002). Establishing and Running a Student-Managed Investment Program. Available from http://www.slideshare.net/khanyasmin/establishing-and-running-a-Student-Managed-investment-program.
Mansfield, D. (2002). TVA's Student Investors Outperform Market, TVA Managers, The Florida Times Union. (April 5).
McInerny, Paul M. (2003). The Student-Managed Investment Fund at the High School Level. The Clearing House. 76(5). 252-254. Available from https://www.jstor.org/stable/30189842 & https://www.researchgate.net/publication/249039307_The_Student-Managed_Investment_Fund_at_the_High_School_Level & https://www.tandfonline.com/doi/pdf/10.1080/00098650309602014
McLaren, Bruce. (2010). Developing a University Financial Trading Room: A Case History. Advances in Business Research. 1(1). 103-113. Available from https://data.bloomberglp.com/bat/sites/3/WhitePaper_McLaren.pdf & http://journals.sfu.ca/abr/index.php/abr/article/view/20
Melton, Michael R. & Mackey, Scott P. (2010). Learning To Invest - A New Frontier. Contemporary Issues In Education Research. 3(7) July 2010. 9-18. DOI: https://doi.org/10.19030/cier.v3i7.216. Available from https://files.eric.ed.gov/fulltext/EJ1072692.pdf
Moses Edward A., & Singleton, J. Clay. (2005). Teaching Portfolio Management with Real Dollar and Imaginary Portfolios: Our Experience and Class-Tested Exercises. Advances in Financial Education, 3, 36-71
Mullen, Michael G., & Debra Salvucci, Debra. (2019). A Five-year Retrospective on an Undergraduate SMIF Program. International Journal of Managerial Finance. DOI: https://doi.org/10.1108/MF-08-2018-0386
Nawrocki, David. (2005). An Organization Design for a Student Managed Investment Fund. Journal of the Academy of Business Education, Conference Proceedings. Available from http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.538.8597&rep=rep1&type=pdf & https://www.researchgate.net/publication/242122824_An_Organization_Design_for_a_Student_Managed_Investment_Fund
Neely, Walter P., (2004). Using Boards of Advisors of Student Managed Funds. Presented at the Financial Education Association meeting. Available from https://www.slideshare.net/khanyasmin/smf-advisory-board-article-2004-financial-education-conference & https://vdocuments.mx/smf-advisory-board-article-2004-financial-education-conference.html
Neely, Walter P. (2002). A Survey of Student-Managed Funds: The Way They Work, presented at the Financial Management Association meeting, (October 17).
Neely, Walter P., & Cooley, Philip L. (2003). A Survey of Student Managed Funds. Advances in Financial Education, 1, 1-9. Available from https://www.researchgate.net/publication/228594658_A_Survey_of_Student_Managed_Funds
Pactwa, Therese E., Wong, K. Matthew, & Moore, Keith M. (2007). An Application in Experiential Learning: Developing an Intercollegiate Investment Research Competition. Journal of Financial Education, 33(Summer), 1-21. Available from http://www.jstor.org/stable/41948557
Peng, Zhouming "Joe" & Dukes, William P. (2010). The Student-Managed Fund: A Case Study of Portfolio Properties. Review of Business and Finance Studies, The Institute for Business and Finance Research, 1(1), 61-72. Available from https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1881093 & https://studylib.net/doc/8089983/review-business-and-finance-case-studies
Peng, Zhouming, Dukes, William P., & Bremer, Ronald (2009). Evidence on Student-Managed Funds: A Survey of U.S. Universities. Business Education & Accreditation, 1(1), 55-64. Available from http://www.theibfr2.com/RePEc/ibf/beaccr/bea-v1n1-2009/BEA-V1N1-2009-5.pdf & http://www.researchgate.net/publication/228318915_Evidence_on_Student-Managed_Funds_A_Survey_of_US_Universities
Phillips, Michael D. and Volker, John X. (2014), Designing a Constructivist Learning Environment - A Student-managed Investment Fund Course Experience. Global Education Journal, Vol. 2014 No. 3, pp. 127-137. Available from https://www.researchgate.net/publication/294089572_Designing_A_Constructivist_Learning_Environment-_A_Student_Managed_Investment_Fund_Course_Experience
Phillips, Michael., Volker, John., & Cockrell, Susan. (2019). A Student-managed Investment Fund Course Design Structure. DOI: https://doi.org/10.1108/MF-03-2018-0121 Available from https://www.researchgate.net/publication/331717006_A_student-managed_investment_fund_course_design_structure
Root, Thomas, Rozycki, John, Senteza, Jimmy, & Suh, Inchul. (2007). The Undergraduate Finance Curriculum in the New Millennium: A Comprehensive Survey. Journal of Financial Education, 33, 1-27. Available from http://www.jstor.org/stable/41948549
Saunders, Kent. (2015). Experiential Learning: Shareholder Engagement in a Student-Managed Investment Fund. Christian Business Academy Reivew. 10. 45-54. Available from https://www.researchgate.net/publication/294583972_Experiential_Learning_Shareholder_Engagement_in_a_Student-Managed_Investment_Fund & https://ssrn.com/abstract=2556228
Saunders, Kent T., (2014). Options Trading Strategies in a Student Managed Investment Fund (January 30, 2014). Advances in Financial Education, 2014, 12, 48-64. Available from SSRN: https://ssrn.com/abstract=2558146
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