Sponsored by Indiana State University
The 2025 SMIFC poster session competition will take place on April 11, 2025, at 2:00 pm to 4:00 pm. The poster session provides the SMIFC teams a way to display information about their SMIF including performance for 2024 year. As an incentive to participate in the poster session competition, Scott College of Business at Indiana State University will recognize and present awards for the three teams that demonstrate Posters of Excellence for outstanding performance and outstanding visual presentation.
Presenters will participate in engaging their colleagues at other SMIFC schools. All presenters are responsible for bringing or delivering the posters to the conference and removing them after the conference.
Posters presenters are expected to arrive at least 15 minutes before the start of the poster session. We encourage all SMIFC teams to participate in the poster session.
Each SMIFC-South team who plans to participate in the poster session competition is expected to send an email to Dr. Tarek Zaher at tarek.zaher@indstate.edu by 5:00 pm eastern time on March 28, 2025. Each team is also required to report their fund time weighted rate of return (TWRR) on a spread sheet and send it to Dr. Tarek Zaher along with a 12 monthly statements from the brokerage house that host their SMIF account for the period January 1, 2024, to December 31, 2024. Most brokerage houses will have the monthly statements showing the beginning and ending balance under the "documents" or "statements link". You may download monthly statements and send it to us or fill up the attached template. If the school hosts more than one fund and is managed by different teams, up to two teams can participate in the competition. SMIFC teams can use forty-eight inches by thirty-six inches tri-fold boards to display their posters.
We will use the Sharpe ratio to measure SMIF team’s performance over the period January 1, 2024, through December 31, 2024. The return used in the ratio is the time weighted return.
While we would like SMIF teams to be innovative in what to include on their posters and how to set up them up, we expect the posters to highlight among other things, the SMIF performance, history, investment policy, Investment strategies and student role in decision making process.
Courtesy of Scott College of Business, Indiana State University
This project is an exercise in creating a long-term investment strategy and building an investment portfolio using fundamental analysis. The Investment horizon is five years. Teams of 1 to 3 students are asked to create a paper trading portfolio of $100,000 that can be invested in stocks. Each team is also required to write a 5-8 page (including exhibits) paper describing their investment plan and demonstrating their knowledge of analysis of economic, industrial, political, global and financial conditions, and their understanding and application of fundamental analysis concepts and the criteria they used in stock selection, allocation, and risk management of their portfolio. Up to two teams from each school can participate in the competition.
Courtesy of Scott College of Business at Indiana State University
Please submit Two copies of the portfolio building paper to tarek.zaher@indstate.edu. no later than 5:00 p.m. Eastern time, on March 28, 2025. One copy of the paper would have school affiliation and team member’s names. A second copy of the paper will be sent to the competition Judges and therefore should not contain any identifying information. We encourage all SMIFC Schools to participate in the competition. Schools that submit to paper competition should plan to have at least one member of their team(s) present at the conference. The winning teams will make a 5-10 minutes’ presentation of their paper at the conference.
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