Students
Help us beat the market!
鈥淚nvest. Learn. Give Back.鈥�
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!
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.
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 绿帽换妻
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.
Student Testimonials
"This class gives you the opportunity to actively manage real funds, which adds a tangible sense of responsibility and purpose to every assignment. This hands-on approach not only enhanced my understanding of investing but also taught me how to work within a real-world framework, where each decision has a direct impact."
- Tristan Sanders, Fall 2024
"What made this class amazing is that it never felt like work that you dreaded doing. Every time I was partaking in work for this class, I felt that I was growing and contributing to something real since it involves real funds that go towards helping actual students on campus in the form of scholarships."
- Jordan Valente, Spring 2024
"This class has opened my eyes to the world of investing. I really enjoyed that this class is going at your own pace and that it follows more of a job workflow than a class workflow. This has been one of the most unique and useful courses I’ve taken at 绿帽换妻."
- Skylar Young, Fall 2023
“I decided to take the SIF course because I believe that it is important to apply hands-on learning to real-world experiences rather than the knowledge provided to you within a book. This course allowed me to build not only the success of our current portfolio but enhance my skills to build my future success in investing as well.”
- Jacqueline Cooper, Spring 2023
"Thank you for providing this excellent enriching experience on investment management and to network with experts in the industry. Because of this opportunity, I have more connections which will only open more doors."
- David Cox, Fall 2022
"You were tasked with managing hundreds of thousands of dollars for the university, and while others are managing hundreds of millions or even billions of dollars, you are now fellow travelers walking in the footsteps of giants, and you are well on your way to becoming one of those giants yourselves."
- Christopher Thompson, Spring 2022
- Tristan Sanders, Fall 2024
"What made this class amazing is that it never felt like work that you dreaded doing. Every time I was partaking in work for this class, I felt that I was growing and contributing to something real since it involves real funds that go towards helping actual students on campus in the form of scholarships."
- Jordan Valente, Spring 2024
"This class has opened my eyes to the world of investing. I really enjoyed that this class is going at your own pace and that it follows more of a job workflow than a class workflow. This has been one of the most unique and useful courses I’ve taken at 绿帽换妻."
- Skylar Young, Fall 2023
“I decided to take the SIF course because I believe that it is important to apply hands-on learning to real-world experiences rather than the knowledge provided to you within a book. This course allowed me to build not only the success of our current portfolio but enhance my skills to build my future success in investing as well.”
- Jacqueline Cooper, Spring 2023
"Thank you for providing this excellent enriching experience on investment management and to network with experts in the industry. Because of this opportunity, I have more connections which will only open more doors."
- David Cox, Fall 2022
"You were tasked with managing hundreds of thousands of dollars for the university, and while others are managing hundreds of millions or even billions of dollars, you are now fellow travelers walking in the footsteps of giants, and you are well on your way to becoming one of those giants yourselves."
- Christopher Thompson, Spring 2022