Students in Money Management (SIMM) provides an experiential learning opportunity that extends beyond a normal classroom environment. Here in SIMM, we manage real money based on our own valuation techniques and portfolio strategies, and the gains and losses we experience are real. We gain hands-on experience in portfolio management, investment strategies, valuation techniques, and more! The portfolio is managed with approximately $530,000 AUM. Students determine and implement asset allocation, analyze market sectors, and coordinate administrative logistics.

The Equity Fund, with $530,000 Assets Under Management (AUM) is under Management. The objective is to generate positive returns in rising markets through investments in Equity Securities, Exchange-Traded Funds, and Fixed Income Securities.

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St. Bonaventure University Students in Money Management

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