The Ted Rogers School of Management's Student-Managed Investment Fund (TRSM-SMIF) was launched in Fall 2020 as an important part of the experiential learning initiative. The fund has $500,000 seed capital from the University Endowment. The participating students will learn and develop practical stock valuation and portfolio management skills to emulate the real-life investment. Dr. Yuanshun Li teaches the inaugural section of SMIF from Fall 2020 to Winter 2021, and also serves as the Chief Advisor and faculty supervisor to advise and direct the students managing the portfolio in accordance with the parameters outlined in the Board approved Statement of Investment Policies and Procedures for TRSM-SMIF.
In addition to supervision by Dr. Li, guidance on trading activities will come from an advisory board comprised of the finance department chair, Dr. Alan Kaplan, School of Accounting and Finance (SAF) advisory board members, external investment professionals, internal faculty members and legal experts, which will ensure the compliance with laws, regulations and University policies/guidelines.