Student-Managed Investment Funds

Organization, Policy, and Portfolio Management

Brian Bruce (Autor)

Buch | Softcover

602 Seiten

2020 | 2nd edition
Academic Press Inc (Verlag)
978-0-12-817866-9 (ISBN)

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Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike.

Mr. Brian R. Bruce has been the President, Chief Executive Officer, and Director of Hillcrest Asset Management, LLC since 2008 and has been its Chief Investment Officer since October 2007. Mr. Bruce served as a Director of Encap Investment & LCM Group Alternative Asset Management Center at Southern Methodist University from 2006 to 2010. He is a member of the Illinois State University College of Business Hall of Fame and a Visiting Professor of Investments at Baylor University. He was a Professor at Southern Methodist University's Cox Business School. Mr. Bruce is winner of the University of Chicago Graduate School of Business CEO Award and is Editor-in-Chief of Journal of Behavioral Finance. He received an M.B.A. from the University of Chicago, an M.S. in Computer Science from DePaul University and a B.S. in Business Administration from Illinois State University.

1. Investment Philosophy and Process 2. Stock Selection 3. ETFs, Bonds, Derivatives 4. Portfolio Construction 5. Performance Evaluation 6. Trading 7. Presentations 8. Tools

Appendix 1. Advisors Guide to the Organization of a SMIF 2. Forums, Symposiums, and Competitions

Erscheinungsdatum	31.07.2020
Verlagsort	San Diego
Sprache	englisch
Maße	191 x 235 mm
Gewicht	1200 g
Themenwelt	Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
	Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
	Betriebswirtschaft / Management ► Spezielle Betriebswirtschaftslehre ► Bankbetriebslehre
ISBN-10	0-12-817866-3 / 0128178663
ISBN-13	978-0-12-817866-9 / 9780128178669
Zustand	Neuware