The Art and Science of Student Managed Investment Portfolios

Rustin Yerkes


Student managed portfolios are now well established experiential learning tools in business programs.  This is due to a variety of factors including behavioral differences in student decision making when real funds are managed compared with simulations along with learning outcomes that are impossible to replicate in a simulated environment.  Outcomes include real-world experience gained by as they adhere to investment policies, conduct economic and security specific research, interact with internal and external constituents, monitor performance, and place trades.  This paper provides a comprehensive overview of the literature on student funds and documents key benefits and challenges as well as best practices for overcoming these challenges.


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