| Overall Rating | Silver - expired |
|---|---|
| Overall Score | 50.16 |
| Liaison | Lissette Hernandez |
| Submission Date | Sept. 20, 2013 |
| Executive Letter | Download |
Florida International University
PAE-T2-7: Student-Managed Sustainable Investment Fund
| Status | Score | Responsible Party |
|---|---|---|
|
0.25 / 0.25 |
Does the institution have a student-managed sustainable investment fund through which students are able to develop socially and/or environmentally responsible investment skills and experience with governance?:
A brief description of the student-managed sustainable investment fund:
Founded in 2008, the Student Managed Investment Fund (SMIF) was created with the idea of giving students a hands-on experience with equity analysis and portfolio management. The Fund is arranged to resemble a diversified buy-side fund, split into sector teams with managers and analysts. The teams meet on a weekly basis, exchanging ideas and working together to identify potentially profitable equity positions in the markets. After consolidating the information into a full report, the teams present their picks to the advisory board, comprised of the Fund Manager, Dr. Helen Simon, and other faculty and professionals. At the end of each term, the SMIF writes and publishes an annual report that is sent to its donors and board.
The website URL where information about the fund is available:
Data source(s) and notes about the submission:
The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.