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SMIFC: Research: A Bibliography

A selected bibliography of works on Student Managed Investment Funds.

Managerial Finance, Volume 46, Issue 4, 2020 was the first of a two issue special issue about SMIFs. https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4

Managerial Finance, Volume 46, Issue 5, 2020 was the second of a two issue special issue about SMIFs. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/5

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

Adams, Scott A. & Belcher, Lawrence J. (2013). Integrated Student Managed Investment Program Fund Access, Management and Costs. Advances in Financial Education, 11, 52-61.

Adams, Scott A. & Belcher, Lawrence J. (2015). Reporting and Managing on the Cheap: Using Blackboard in a Student-Managed Investments Program. Journal of Higher Education Theory & Practice. 2015, 15(1), 75-85. Available from http://www.na-businesspress.com/JHETP/AdamsSA_Web15_1_.pdf

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. (2017). The Learning Experience Continues: CSULB'S SMIF Program Enters its Third Decade. Western Decision Sciences Institute, Proceedings, 46th Annual Meeting, April 4 - 8, 2017. Available from http://wdsinet.org/Annual_Meetings/2017_Proceedings/CR%20PDF/cr195.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 ResearchGate. Also part of the Managerial Finance, 2020, Volume 46, Issue 4, special issue about SMIFs. ;https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

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

Arena, Matteo & Krause, David K. (2019). How to Develop Successful and Ethical Investment Analysts: Marquette University’s Applied Investment Management Program. International Journal of Managerial Finance. DOI: https://doi.org/10.1108/MF-08-2018-0404. Available from ResearchGate and SSRN

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 & Maloney, Kevin John, (2019). From Stock Selection to Multi-asset Investment Management: The Evolution of a Student-managed Investment Fund, International Journal of Managerial Finance, DOI: https://doi.org/10.1108/MF-07-2018-0304

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 & ResearchGate

Ashour, Samar & Rennie, Craig G. & Santamaria, Sergio (2019). Rebsamen Investment Fund Integration in Finance Education, International Journal of Managerial Finance, DOI: https://doi.org/10.1108/MF-01-2019-0053. Also part of the Managerial Finance, 2020, Volume 46, Issue 4, special issue about SMIFs. https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

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 & ResearchGate

Bergquist, Brian D., Keig, Dawn L., Wilkinson, Timothy J. (2019). Student Investment Groups: Enhancing the Liberal Arts Experience. International Journal of Managerial Finance. DOI: https://doi.org/10.1108/MF-08-2018-0413. Also part of the Managerial Finance, 2020, Volume 46, Issue 4, special issue about SMIFs. https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

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 & ResearchGate

Betker, Brian & Doellman, Thomas W. (2019). The SIM Program at Saint Louis University: Structure, Portfolio Performance and use of LinkedIn to Maintain an Alumni Network, International Journal of Managerial Finance, DOI: https://doi.org/10.1108/MF-10-2018-0476 Available from ResearchGate.

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 & ResearchGate

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, Journal of Accounting and Finance, 18(6), 37-42. Available from North American Business Press.

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 and Semantic Scholar. Also, Managerial Finance, 2020, 46(4) - https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

Boyd, Naomi E., Zaynutdinova, Gulnara R., Burdette, Michael. and Burks, Nathan. (2019), Value added: West Virginia University’s Approach to Innovative Experiential Learning, Managerial Finance, 46(5). 599-609. https://doi.org/10.1108/MF-08-2018-0403. Available from ResearchGate and SSRN

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. (2020). Student-Managed Investment Funds: Organization, Policy, and Portfolio Management (2nd Ed.). Academic Press. https://doi.org/10.1016/C2018-0-01249-9

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 ResearchGate & http://www.alliedacademies.org/articles/herding-behavior-in-student-managed-investment-funds-identification-impact-and-reduction.pdf & Semantic Scholar.

Carlston, Ben; Szyliowicz, Dara; Ouyang, Wenjing; & Sablynski, Chris J. (2018, December). Student Investment Fund: AACSB and Experiential Learning, Using An Alumni Perspective. Business Education Innovation Journal. 10(2). 128-138. Available from http://www.beijournal.com/images/V10N2_draft_5.pdf

Chan, K. Caleb; Lewis, Randall; & McCown, Jacob (2019). Developing Long-Term Strategies And Policies For The Student Managed Investment Group: Lessons Learned From Over A Decade Of Running The Group. 2019 Pacific Rims Management Conference. August 4, 2019. Available from White Library Digital Repository, Spring Arbor University.

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 & ResearchGate

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

Clinebell, J., Kahl, D., & Stevens, J. (2012). Pedagogy and Student Managed Investment Funds: What Type of Fund is Right for Your University. Academy of Business Education and Financial Education Association meetings, Charleston, SC.

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 & ResearchGate

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

DeBoeuf, David A. (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. Also part of the Managerial Finance, 2020, Volume 46, Issue 4, special issue about SMIFs. https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

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. Available from ResearchGate

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 & ResearchGate

Ghosh, Chinmoy; Gillson, Paul & Rakotomavo, Michele. (2019). Student Managed Fund (SMF) at the University of Connecticut: History, Purpose, Performance and the Future. Managerial Finance, 46(4), 548-564. https://doi.org/10.1108/MF-09-2018-0426. Part of the Managerial Finance, 2020, Volume 46, Issue 4, special issue about SMIFs. https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

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, Mahmoud Mustafa & 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.

Haddad, Mahmoud Mustafa & Redman, Arnold L. & Gullett. Neil S. (2019). TVA Investment Challenge: An Experiential Learning Program. International Journal of Managerial Finance. DOI: https://doi.org/10.1108/MF-08-2018-0387. Available from ResearchGate

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. Also part of the Managerial Finance, 2020, Volume 46, Issue 4, special issue about SMIFs. https://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4

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. Available from SSRN.

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 ResearchGate

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 ResearchGate

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 & ResearchGate

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 & ResearchGate

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

Intentional Endowments Network. (2018). How to Start and Run a Student-Managed Sustainable Investment Fund. Available from Cloudfront.

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

Jones, T. L., & Swaleheen, M. (2014). Student Managed Investment Fund Performance: A Look at Equity Portfolio Data. Journal of Economics and Finance Education, 13(1), 58-62.

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 & ResearchGate

Knewtson, Heather; Johnson, Dean L.; & Tuoriniemi, Joel C. (2020). Student Managed Investment Programs: Maximizing Learning Opportunities by Increasing Student Control. Available at SSRN: https://ssrn.com/abstract=3632965 or http://dx.doi.org/10.2139/ssrn.3632965

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

Kubik, Christopher. (2018). Student-Managed Investment Funds: A Survey of Student Demographics, Fund Policies, and Transparency. Transnational Journal of Business. Summer 2018. 3. 33-45. Available from https://cdn.ymaws.com/acbsp.org/resource/collection/587DEE08-4368-4671-B55D-95A2AB703358/Transnational_Journal_of_business_-_Volume_3_2018.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 & ResearchGate & 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

Livingston, Lynda S. & Glassman, Thomas. (2009). Prospering: Creating a New Type of Student Managed Fund. Global Conference on Business and Finance Proceedings 4(1). 152-156. Available from http://www.theibfr.com/wp-content/uploads/2016/06/ISSN-1941-9589-V4-N2-2009-1.pdf

Livingston, Lynda S. & Glassman, Thomas. (2009). Creating a New Type of Student Managed Fund Using Peer-to-peer Loans. Business Education & Accreditation. 1(1). Available from http://www.theibfr2.com/RePEc/ibf/beaccr/bea-v1n1-2009/BEA-V1N1-2009-1.pdf & http://ideas.repec.org/a/ibf/beaccr/v1y2009i1p1-14.html & ResearchGate & https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1555109 & https://mafiadoc.com/business-education-the-institute-for-business-and-finance-research-_597c5da71723ddad8e079dd6.html

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 & ResearchGate

Macy, Anne. (2008). Assessing Finance Programs Using Student-Managed Investment Funds. Academy of Education Leadership, 10 (1), Allied Academies Organization, 57-58.

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.

Maloney, Julia & Torrico, Nicole. (2021). Educating the Next Generation of Sustainable Investment Leaders. Intentional Endowments Network. Available from Cloudfront

Mansfield, D. (2002). TVA's Student Investors Outperform Market, TVA Managers, The Florida Times Union. (April 5).

Massa, Olga Isengildina & Ramsey, A. Ford. (2019). Student-Managed Commodity Fund—A New Frontier in Experiential Learning. Journal of Agricultural and Applied Economics. 52(1). 64-77. Available from Cambridge Core.

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 & ResearchGate & https://www.tandfonline.com/doi/pdf/10.1080/00098650309602014

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