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Student Investment Fund

The College of Business Administration’s Student Investment Fund (SIF) program was launched in the Fall 2010 semester based on the $250,000 investment fund allocated to the CBA by the UEI

Student-run SIF program with faculty oversight presents a unique opportunity to students to:

  • analyze and manage an actual investment portfolio
  • research and recommend portfolio holdings
  • analyze economic conditions
  • maintain accounts and records necessary for an investment portfolio

It should be recognized that in order to achieve the return objectives risk taking will be inevitable. SIF risk taking policy, consistent with the modern portfolio management theory, is that risk cannot be eliminated, but should be managed efficiently and prudently, consistent with the level of return expectations. SIF will strive to maximize the rates of return while managing the volatility of the returns and minimizing the risk of large losses through extensive and prudent diversification.

The target is to provide a total return in access of 1% above the S&P 500 and the risk not to exceed that of the S&P 500.

The fund members provide written report to UEI on both a semester and annual basis and make annual presentation to the UEI Board of Directors or Investment Committee.

Investment Philosophy

The objective of the SIF is to achieve long term appreciation of capital by applying both active and passive strategies when selecting investments. The overall objective is to maximize rates of return within reasonable and prudent levels of risk through extensive diversification.

The investment philosophy of the SIF is to create a management process with sufficient flexibility to capture investment opportunities and at the same time maintain risk and diversification at reasonable levels to ensure prudence and care in the execution of investment program.

Meeting Time & Location

Every Monday
3 p.m. – 4:15 p.m.
AIRC 1013


Dr. David J. Moore
Faculty Advisor for the SIF
Associate Professor of Finance

California State University, Sacramento
CBA, Tahoe Hall 2117
6000 J Street
Sacramento, CA 95819-6088
(916) 278-6614