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Investment Management Fund

Undergraduate students in the Department of Finance can gain hands-on experience managing a real investment portfolio set up the same as it would be in the business marketplace. The Undergraduate Student Investment Management Fund (SIM Fund) is a value-added benefit of being a finance student at ASU and a companion to the successful W. P. Carey MBA Investment Management Fund. Sunil Wahal, the Jack D. Furst Endowed Professor of Finance, directs the SIM Fund.

The fund is presented in a course involving a full academic year commitment, with two credits earned in the fall semester and one in the spring semester. Students are assigned specific management responsibilities such as trend analysis, strategy development, and formulation of key indexes for gauging fund performance. This course requires initiative and dedication and provides the return of real-world experience.

Fund Advisory Board presentations

A Fund Advisory Board composed of investment professionals oversees the fund. The students present reports about fund performance and rationale for fund decisions and management to the board twice a year. Here are links to full presentations for the 2008-2026 academic year reports:

Undergraduate presentations

How to get involved*

This program has generally been populated by undergraduate finance students who will have earned junior or senior status by the fall enrollment, but other students who bring strong credentials may be considered.

Applications must be submitted for the 2026-2027 academic year only between February 1 and March 31, 2026. No late applications will be accepted.

Interested students should email the following application materials to [email protected] with the subject line Undergraduate SIM Fund Application :

Resume
Unofficial transcript
1-2 page statement to include the following:
- A brief statement of candidate's career goals and interest in fund involvement
- A summary of candidate's academic and professional background that indicates what the person would contribute to the fund (including quantitative skills)

Applications will be reviewed by the fund director and current fund members. Selection will be announced in late April.

* NOTE: Interested students should continue to monitor this website for any alterations to qualifications and requirements prior to submitting their applications.