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Ohio University Student Investment Managers Ranked Top 15 Largest Student-Managed Investment Funds

Wednesday, November 20 2019 01:10pm

Ohio University was recognized for their outstanding efforts in security research, valuation of risky assets, and portfolio management

Tags: Finance

By Meghan McManamon

Ohio University Student Investment managers were ranked in October as one of the Center for Investment Research’s top 15 largest student-managed investment funds. The College of Business student organization allows members to manage live investment portfolios in preparation for entering the job market.

The Student Equity Management Group (SEMG) and the Fixed Income Management Group (FIMG) manage four equity and fixed income portfolios of $8.5 million in Ohio University funds. The student-run groups select investments for their long-only portfolios, with the goal of consistently beating their benchmarks, the S&P 500 and the Bloomberg Barclays US Aggregate Bond Index. The groups have a 100 percent placement rate with students competing at the highest level for jobs and internships.

“I believe this recognition shows the members of the group that our hard work and dedication to grow outside of the classroom does not go unnoticed,” said finance and business analytics junior Jaret Cipollone, executive board member of SEMG.

Membership in the Ohio University student investment groups is open to Ohio University students maintaining at least a 3.2 GPA. The groups select students who are aspiring analysts with strong interest in financial markets. Visit the Student Equity Management Group website or the Fixed Income Management Group website to learn more.

The Center for Investment Research is a (c)(3) 501 non-profit corporation that sponsors independent in-depth research on current issues important to investors and investment professionals. Their inaugural Student Managed Investment Fund Ranking is a result of a survey of over 300 student-managed investments funds (with funds under management as of 12/31/2018). The $7,145,447 credited to SEMG in the ranking is the total asset value of all our student investment groups.

Jim Harris, Bri Schoepf, and David Stowe made contributions to this article