Student Managed Investment Club
SMIC hosts industry professionals and provides workshops based on Fundamental security analysis and portfolio theory. Our mission is to promote campus-wide financial literacy by providing the knowledge to understand the essentials of investing basics and personal finance. SMIC also works hand-in-hand with the University's Student Managed Investment Fund (SMIF) program by providing managerial and educational support.
Our Values
Mission
The Student Managed Investment Club (SMIC) exists to amplify Cal Poly Pomona's role in the investment and finance industry through regional competitions, hosting guest speakers, and networking events.
Vision
SMIC helps the Student Managed Investment Fund (SMIF) achieve its goal of maximizing risk-adjusted returns for our clients while keeping their needs and expectations at the core of our investment decisions. Our investment decisions are driven by fundamental research with the goal of building long-term wealth for our clients. The portfolio construction and management processes are positively impacted by the selection of a diverse team to provide multiple perspectives. We believe markets are efficient in the long-term; however, short-term inefficiencies do occur. By utilizing an active management approach, we can capitalize on those opportunities to add additional value for our client. Our approach will balance risk and reward with a conservative inclination. Overall, the Student Managed Investment Fund will embody Cal Poly Pomona’s “Learn by Doing” philosophy.