Student Managed Fund

Student Managed Fund

Student Managed Fund

The goal of the University of the Incarnate Word Student Managed Fund (UIWSMF) is to boost students’ education by providing practical experience in investment management, as well as an understanding of financial markets, economics, financial theory and practice.


 

  • Mission
    The fund was launched in the fall of 2016 with an initial investment of $100,000 from UIW’s endowment. The UIWSMF is designed to be a long-standing asset to both the University of the Incarnate Word and the H-E-B School of Business and Administration. The growth of the fund will help increase the university’s endowment value, supporting scholarships and student activities.
  • Management

    Student fund managers, with the help of a faculty advisor, are tasked with developing an investment philosophy and procedures to select, allocate, monitor and evaluate an investment portfolio. All investment decisions are approved by a Fund Advisory Board comprised of the dean and select faculty.

  • Investments

    Student fund managers have freedom to decide in which securities they invest; always taking into consideration that the finances are part of the university’s endowment. With this in mind, students strive to ensure investments align with the Mission and Values of the University of the Incarnate Word.

  • Students

    The UIWSMF is currently linked to a three credit hour course within the H-E-B School of Business and Administration. Perquisite to participation, students must complete the Investment Planning course. An application must also be submitted to Dr. Jose Moreno in order for students to be considered for the UIWSMF course. The course is open for participation from all UIW students who meet these requirements.



Meet the Managers

The four students pictured below are the first student managers to take the helm of the UIW Student Managed Fund. They are tasked with making initial investments with the money allocated from the university's endowment. 

Student Fund Manager Joseph Allen Student Fund Manager Jeffrey Conflitti
Student Fund Manager Diego Flores

Student Fund Manager Khalid Khogeer

 


Faculty Advisor

H-E-B School of Business & Administration Dr. Jose Moreno
Dr. Moreno is a professor of Finance and teaches courses in Financial Management, Investments, International Economics and Econometrics. Click here to read more about Dr. Moreno.

 

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