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Student Managed Investment Portfolio

Mission of the Organization

SMIP’s mission is to enhance the IUP experience with a unique approach to applying financial skills to real life investments. We are dedicated to the advancement of a business major’s knowledge in the area of investments. We use and teach in-depth research throughout each week throughout the entire portfolio. Our commitment is to surpass the S&P 500’s benchmark performance each and every quarter.

How to Join

Please contact Christian Lamont at c.d.lamont@iup.edu for more information. You can also visit our other webpages:

Requirements of Members (Membership Fees, Attendance, etc.)

To join, you must be a Finance, Accounting, or Economics major with a minimum GPA of 3.0. We have no membership fees.

After becoming a member, some of the requirements are:

  • Maintain GPA
  • Attendance: Three allowed absences
  • Active participation

Listing of Meeting Dates/Times/Locations/Agenda/Handouts

General meetings will be held every Tuesday and Thursday at 6:00 p.m. Please consult IUP–SMIP under “Calendar of Events” for more dates and information.

Listing of Events/Activities

Consult IUP–SMIP under “Calendar of Events” for special events and activities.

Member Quotes about the Value of the Organization

According to Jack Benischeck, former CIO and president of SMIP, “The Student Managed Investment Portfolio is one of IUP’s best-kept secrets. If you have the drive and commitment to learn, we will help make you the most marketable students on campus.”

Officers
RoleNameContact Information
AdvisorDr. Ibrahim AffanehIbrahim.Affaneh@iup.edu
AdvisorDr. Robert BoldinRobert.Boldin@iup.edu
CIOChristian LamontC.D.Lamont2@iup.edu
Team ManagerBreanne LovelandB.M.Loveland@iup.edu
  • Eberly College of Business and Information Technology
  • Office of Academic Services
    208 Eberly
    664 Pratt Drive
    Indiana, PA 15705
  • Phone: 724-357-3215
  • Fax: 724-357-7996
  • Office Hours
  • Monday through Friday
  • 8:00 a.m.–12:00 p.m.
  • 1:00 p.m.–4:30 p.m.