Student Managed Investment Portfolio

  • Combination of Extracurricular and Educational Experience

    Generating the best experience of Eberly’s student organizations, the Student Managed Investment Portfolio (SMIP) directly involves students managing university assets of more than $1 million in US Equities. With collaboration and fiduciary oversight by the Foundation for IUP, Eberly College of Business and Information Technology (ECOBIT) delivers this opportunity to improve students’ skill sets applicable to financial services or a multitude of business fields. Student members are not registered investment advisors and do not receive compensation for their work; however, they gain working knowledge that industry professionals seek from incoming job candidates. 

  • Credits and Experience

    SMIP can be taken as an official 1.5-credit course or as an extracurricular opportunity. In either case, members will have access to lectures on modern portfolio theory, valuation, and performance attribution. Associated assignments will also be assigned to SMIP’s sector teams to facilitate experiential learning. Assignments mimic the typical work flow at financial institutions. Completion of these assignments produces realistic understanding of active fund management.


    Dr. Daniel Lawson Lecturing in Eberly

    Bloomberg

    Eberly students have access to a Bloomberg computer lab: Bloomberg Software is what financial professionals and investment institutions use as the industry standard around the world.

    Accessibility to this facility affords working with investment teams to conduct market research and develop financial models for investment proposals, research, and assignments. Partnered with signature valuation lessons taught by Daniel Lawson, IUP professor, this organization qualifies graduates for a career in financial services.

    SMIP 2019

    Partnering Universities - IUP

    SMIP has members from IUP’s undergraduate and MBA partners across the globe. This environment of diversity and perspective is what IUP’s ECOBIT and SMIP create in the increasingly connected world of business and financial services.

    Eberly Group Collaboration

    How to Join

    Please contact Mitchell O’Shell at M.P.OShell@iup.edu for more information. 

    2018–19 Meeting Information

    General meetings will be held:

    Tuesdays from 5:00–6:15 p.m.

    Eberly Room 109

    SMIP 2018

    Member Quotes about the Value of the Organization

    “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.” —Jack Benischeck, former chief investment officer and president of SMIP

    Contact Us:

    Role

    Name

    Contact Information

    Advisor

    Daniel Lawson

    Daniel.Lawson@iup.edu

    Chief Investment Officer

    Mitchell P. O’Shell

    M.P.OShell@iup.edu

    Portfolio Manager

    Benjamin C. Putnam                 

    B.C.Putnam@iup.edu