SIF Students
Student Investment Fund

Students

Help us beat the market!

“Invest. Learn. Give Back.”

The Student Investment Fund is a live stock portfolio worth over $585,000.

  • Work closely with a faculty mentor.
  • Make stock recommendations based on your analysis and research.
  • Pitch your ideas to an Advisory Board to get approval.
  • See your decisions come to life as approved trades are made in the SIF portfolio.
  • Shape the direction of the portfolio and earn returns on real investments.
  • Each year, the SIF gives 5% of its net assets to student scholarships - giving back over $45,000 so far!

 

Develop Valuable Skills

A wealth of opportunities to enrich your student experience and prepare for a successful career.

  • Excel in Microsoft Excel: Develop proficiency in Microsoft Excel as you learn to handle large datasets within real financial models, a must-have in the industry.
  • Navigate Professional Platforms: Gain hands-on experience with platforms like S&P Capital IQ, working as a true financial analyst in a real investment environment.
  • Enhance Analytical Abilities: Develop advanced analytical skills and learn statistical techniques to make sense of complex financial data, equipping you with the tools to make sound investment decisions.
  • Learn Portfolio Management: Explore strategies for building diversified portfolios and identifying long-term opportunities that drive value.
  • Hone Communication Skills: Present your research and investment ideas to an Advisory Board, developing your confidence and ability to communicate with impact.
  • Network with Professionals: Connect with faculty mentors, alumni, and industry professionals who can help guide your career.
  • Invest in Your Future: Learn the principles of disciplined investing and financial independence under the mentorship of experienced professionals.
  • Attend Conferences: Represent the SIF at student investment conferences and competitions across the country - with select students receiving all-expense-paid travel for these exclusive events.

 

Apply Now

With the Student Investment Fund, you're not just investing in your education – you're investing in your future success.

Applications for the Fall semester are accepted starting in April.
Applications for the Spring semester are accepted starting in November.
Recommended GPA: 3.0 with at least one semester of coursework in CSUEB
Recommended prerequisite: Financial Management (FIN300)
To apply, send an email to Professor Brian Du (brian.du@csueastbay.edu) with the following information:
  • Title of email: Application to SIF for “Full Name, NetID”
  • A PDF copy of your transcript.
  • A statement on why you want to be in the SIF class and how you can help with our success. Emphasize your grade in FIN300.
  • Your major, class standing, and expected graduation month.
  • Any experience using Microsoft Excel.
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