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Earlier this year, the Student-Managed Endowment Fund (SMEF) at the University of Wisconsin Oshkosh hit a new high, when it surpassed the $500,000 mark.

At UW Oshkosh, students are involved with management of the fund, which is divided into seven portfolios, through College of Business classes. It’s one of the largest funds managed by students at state universities. In the classes, students actively manage the portfolios by:  (1) developing/revising each portfolio’s investment policy statement (IPS), including each portfolio’s target asset allocation, (2) evaluating numerous financial assets and investment strategies, (3) implementing appropriate investment strategies, (4) monitoring/rebalancing each portfolio relative its IPS and (5) evaluating the performance of each portfolio and individual holding.  All decisions are made by student participants.

“If you compare this to the real world, this is how a business setting is…,” said Mayur Ranpara, a senior studying accounting and finance, about his experience’s in UW Oshkosh’s SMEF lab setting.

Hear more from Ranpara and other UW Oshkosh students….

The program has paid out more than $41,000 in scholarships and contributed more than $34,000 in fees to the UW Oshkosh Foundation.

The students will be making their annual spring presentation on April 25 at 3 p.m. in Sage Hall 1210.

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