Quick View

The Student Managed Investment Fund is a competitive investment club that is led and operated by CSUF students. SMIF analysts produce professional investment reports and pitch their ideas to the club with the goal of convincing the club that their idea will benefit the overall portfolio. The CFA Society of Orange County organizes the competitive presentations that take place near the end of each semester for participating schools.

Primary Benefits: Gain hands-on investment experience, build your finance network with other students pursuing investments, learn industry-related skills that you won't learn in class, and obtain limited access to Bloomberg Terminals.

Application Process


Please register for FIN 341 on your portals.

In addition, feel free to follow along our progress with the news postings and portfolio updates via our website and LinkedIn. If you are interested in sitting in on some of our meetings this semester, please contact csufsmifca@gmail.com for further instructions.

Full Description


What is SMIF?

The CSUF Student Managed Investment Fund is a club that provides the opportunity to learn best practices regarding asset allocation and investment management techniques. Students will research potential stock and bond investments and present trade recommendations to the Chartered Financial Analyst Society of Orange County. CFAOC volunteers evaluate the trade recommendations and execute the trades they deem suitable for the portfolio. Select students within the club will present the economic analysis and year-to-date portfolio results each semester in a competition against other universities hosted by the CFAOC. The following year's portfolio amount will depend on our placement in the competition, with the winning team being awarded a portfolio of $100,000 to manage. The club currently has two member tiers that you can join depending on your availability and skill level in finance: Team Lead and Analyst.

Who can join SMIF?

Any student attending CSUF, from freshman to graduate, can join SMIF. However, there are additional requirements to become a team lead for SMIF. It is also important to note that students majoring in business will likely get the most benefit from what the club has to offer, but anyone with an interest in investing or the stock market is welcome to learn, participate, and be a part of SMIF as well.

How much time commitment does SMIF require?

In SMIF, you get out what you put in. During the Spring and Fall, the club meets weekly, on Tuesdays or Thursdays, to allow teams to network, discuss recent news events, and pitch investment ideas. Keep in mind that additional work spent outside of the regular meetings will result in higher quality reports, which improves the chances of the reports getting voted on and approved by the CFAOC.

What is the membership fee for SMIF?

There is no membership fee for SMIF! Active analysts will also have access to FactSet Subscriptions based on the availability of team leads and officers. 


Please send any questions you have about SMIF to csufsmifca@gmail.com or individually to our current board members