SMIFC: Research: A Bibliography

A selected bibliography of works on Student Managed Investment Funds.

Managerial Finance, Volume 46, Issue 4, 2020 was the first of a two issue special issue about SMIFs. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4

Managerial Finance, Volume 46, Issue 5, 2020 was the second of a two issue special issue about SMIFs. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/5

The Journal of Trading, Winter 2018; Volume 13, Issue 1 was a special issue about SMIFs. http://jot.iijournals.com/content/13/1 & http://journals.sfu.ca/iij/index.php/JOT/issue/view/152

DOI - Digital Object Identifier
NABP - 北美商业出版社
SSRN - Social Science Research Network

Abukari, Kobana., Oldford, Erin. and Willcott, Neal. (2021), 学生管理的投资基金:回顾和研究议程. Managerial Finance, 47(11), pp. 1608-1635. DOI: http://doi.org/10.1108/MF-02-2021-0080

Adams, Scott A. & Belcher, Lawrence J. (2013). Integrated Student Managed Investment Program Fund Access, Management and Costs. Advances in Financial Education, 11, 52-61.

Adams, Scott A. & Belcher, Lawrence J. (2015). Reporting and Managing on the Cheap: Using Blackboard in a Student-Managed Investments Program. Journal of Higher Education Theory & Practice. 2015, 15(1), 75-85. Available from NABP

Alexander Jr, John C., Heck, Charles C. & McElreath, Robert B. (2001). A Guide to Building a University Trading Room. 金融服务评论, 10(1–4):209. Available from http://www.sciencedirect.com/science/article/pii/S1057081002000999 & http://www.researchgate.net/publication/4764434_A_guide_to_building_a_university_trading_room & http://data.bloomberglp.com/bat/sites/3/2016/06/WhitePaper_AlexanderHeckMcElreath.pdf

Ammermann, Peter A., & Gupta, Pia. (2017). The Learning Experience Continues: CSULB'S SMIF Program Enters its Third Decade. Western Decision Sciences Institute, Proceedings, 46th Annual Meeting, April 4 - 8, 2017. Available from http://wdsinet.org/Annual_Meetings/2017_Proceedings/CR%20PDF/cr195.pdf

Ammermann, Peter A., Gupta, Pia., & Yulong, Ma. (2019). The Learning Experience Continues: Two Decades and Counting for CSULB’s SMIF Program. International Journal of Managerial Finance. DOI: http://doi.org/10.1108/MF-10-2018-0481. Available from ResearchGate. Also part of the Managerial Finance, 2020, 46(4), special issue about SMIFs. ;http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

Ammermann, Peter A. & Runyon, L. R. (2003). Risk Aversion and Group Dynamics in the Management of Student Managed Investment Fund, Journal of the Academy of Business and Economics 1(1). 58‐62.

Ammermann, Peter A., Runyon, L. R., & Conceicao, Reuben. (2011). A New Quantitative Approach for the Management of a Student-Managed Investment Fund. International Journal of Managerial Finance. 37(7), 624-635. DOI: http://doi.org/10.1108/03074351111140261. Available from http://www.emeraldinsight.com/doi/pdfplus/10.1108/03074351111140261

Arena, Matteo & Krause, David K. (2019). How to Develop Successful and Ethical Investment Analysts: Marquette University’s Applied Investment Management Program. International Journal of Managerial Finance. DOI: http://doi.org/10.1108/MF-08-2018-0404. Available from ResearchGate and SSRN

Ary, E. J. & R. L. Webster. (2000). A Survey of University Student Investment Funds. Midwest Review of Finance and Insurance, 14(1), 9-18.

Ascioglu, Asli & 凯文·约翰·马洛尼,(2019). From Stock Selection to Multi-asset Investment Management: The Evolution of a Student-managed Investment Fund, International Journal of Managerial Finance, DOI: http://doi.org/10.1108/MF-07-2018-0304

Ascioglu, Asli & Saatcioglu, Kemal, & Smith, Adam. (2018). Integration of ESG Metrics into a Student-Managed Fund: Creating Sustainable Student-Managed Funds. Journal of Trading Winter 2018, 13(1) 59-71; DOI: http://doi.org/10.3905/jot.2018.13.1.059 & http://jot.iijournals.com/content/13/1/59 & ResearchGate

Ashour, Samar & Rennie, Craig G. & 塞尔吉奥·圣玛丽亚(2019). Rebsamen投资基金在金融教育中的整合, International Journal of Managerial Finance, DOI: http://doi.org/10.1108/MF-01-2019-0053. Also part of the Managerial Finance, 2020年,第46卷,第4期,smif专题. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

Barnes , Clarence H. ., & Buller, Paul F. (2021). Student-Managed Investment Funds: An Exploratory Study of a Model That Works. Journal of Accounting and Finance, 21(1). http://doi.org/10.33423/jaf.v21i1.4160. Available from http://articlegateway.com/index.php/JAF/article/view/4160/3955

Bear, F. Thomas. & Boyd, G. Michael. (1984). 投资分析与投资组合管理应用课程. 金融教育杂志, 13(Fall), 68-71. Available from http://www.jstor.org/stable/41948066

Belcher, Lawrence J., & Belcher, Landon J. “经验”重要吗? Expertise and Voting Patterns in a Student-Managed Investments Program. Available from http://editorialexpress.com/cgi-bin/conference/download.cgi?db_name=SWFA2017&paper_id=136

Belt, B. (1975). 研究生管理的证券投资组合. 金融教育杂志, 4(Fall), 77-81. Available from http://www.jstor.org/stable/41947870

Benton, Ariel I. & Huerta-Sanchez,丹尼尔 & Pyles, Mark K. (2018). The Impact of Market Conditions on Voting Results in a Student-Managed Fund. Journal of Trading 冬季2018,13(1)72-79 DOI: http://doi.org/10.3905/jot.2018.13.1.072 & http://jot.iijournals.com/content/13/1/72 & ResearchGate

Bergquist, Brian D., Keig, Dawn L.蒂莫西·J·威尔金森. (2019). 学生投资团体:提升文科经验. International Journal of Managerial Finance. DOI: http://doi.org/10.1108/MF-08-2018-0413. Also part of the Managerial Finance, 2020年,第46卷,第4期,smif专题. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

Berkow, Kathryn S. & 理查德·雅克托维奇. & Weber, Bruce W. (2018). 学生管理投资组合中的基金治理和贸易事件. 《电子游戏试玩》 Winter 2018, 13(1) 52-58; DOI: http://doi.org/10.3905/jot.2018.13.1.052 & http://jot.iijournals.com/content/13/1/52 & ResearchGate

Betker, Brian & Doellman, Thomas W. (2019). 圣路易斯大学的SIM项目:结构, Portfolio Performance and use of LinkedIn to Maintain an Alumni Network, International Journal of Managerial Finance, DOI: http://doi.org/10.1108/MF-10-2018-0476 Available from ResearchGate.

Bhattacharya, T. K. & McClung J. J. (1994). 卡梅隆大学独特的学生管理投资组合. Financial Practice and Education, 4(1), 55-60.

Block, Stanley B., & French, Dan W. (1991). The Student-Managed Investment Fund: A Special Opportunity in Learning. Financial Practice and Education, 1(1), 35-40. Available from http://connection.ebscohost.com/c/articles/9607240007/student-managed-investment-fund-special-opportunity-learning & ResearchGate

Bolster, Paul J. & Platt, Harlan. (2018). The Challenges of Managing a Student-Managed Fund. 《电子游戏试玩》, Winter 2018, 13(1) 7-16; DOI: http://doi.org/10.3905/jot.2018.13.1.035 & http://jot.iijournals.com/content/13/1/35

Boughton, Charles M., & Jackson, Katherine L. (2018), 学生管理的投资基金联盟的历史和未来, Journal of Accounting and Finance, 18(6), 37-42. Available from 北美商业出版社.

Boughton, Charles M., & Jackson, Katherin.L. (2018, April). Variation in the Structure and Administration of Student-Managed Investment Funds. 在西方决策科学研究所发表. Available from http://wdsinet.org/Annual_Meetings/2018_Proceedings/papers/cr19.pdf and Semantic Scholar. Also, Managerial Finance, 2020, 46(4) - http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

Boyd, Naomi E.Zaynutdinova, Gulnara R., Burdette, Michael. and Burks, Nathan. (2019), Value added: West Virginia University’s Approach to Innovative Experiential Learning, Managerial Finance, 46(5). 599-609. http://doi.org/10.1108/MF-08-2018-0403. Available from ResearchGate and SSRN

Bowers, Jared H. & Lavin, Angeline M. (2012). The CCM Model: A Stock Valuation Tool for a Student Managed Investment Fund. International Journal of Managerial Finance, 38(9), 892-911. Available from http://doi.org/10.1108/03074351211248225 & http://www.emeraldinsight.com/doi/abs/10.1108/03074351211248225

Bruce, Brian. (2020). Student-Managed Investment Funds: Organization, Policy, and Portfolio Management (2nd Ed.). Academic Press. http://doi.org/10.1016/C2018-0-01249-9

Bruce, Brian & 杰森·格林(2013). 学生管理的投资组合中的交易和资金管理, Elsevier Monographs,爱思唯尔,第1版,编号9780123747556,8月. Available from http://ideas.repec.org/b/eee/monogr/9780123747556.html

Brune, Chris & Files, James. (2019). Biblical Screens and the Stock Selection Process: Applications for a Student-Managed Fund. Christian Business Academy Review. 14(1). Available from http://cbfa-cbar.org/index.php / cbar /文章/视图/ 510/517

Burns, William & 米歇尔·伯恩斯(1982年秋季出版). 组合管理模拟作为学习工具的使用. 金融教育杂志, 79-82. Available from http://www.jstor.org/stable/41917691

Caldwell, Craig B. & Dolvin, Steven D. (2012) Herding Behavior in Student-Managed Investment Funds: Identification, Impact and Reduction. 经济学与经济教育研究, 13(2), 97-110. Available from ResearchGate & http://www.alliedacademies.org/articles/herding-behavior-in-student-managed-investment-funds-identification-impact-and-reduction.pdf & Semantic Scholar.

Carlston, Ben; Szyliowicz, Dara; Ouyang, Wenjing; & Sablynski, Chris J. (2018, December). Student Investment Fund: AACSB and Experiential Learning, Using An Alumni Perspective. Business Education Innovation Journal. 10(2). 128-138. Available from http://www.beijournal.com/images/V10N2_draft_5.pdf

Chan, K. Caleb; Lewis, Randall; & McCown, Jacob (2019). Developing Long-Term Strategies And Policies For The Student Managed Investment Group: Lessons Learned From Over A Decade Of Running The Group. 2019 Pacific Rims Management Conference. August 4, 2019. Available from 春天阿伯大学怀特图书馆数字资源库.

Charlton, William T., and Earl, John H. (2000). 学生选择学生管理的投资基金经理. 金融教育杂志 16 (Fall), 40-45

Charlton, William T. & Earl, John, & Stevens, Jerry J. (2015). 扩大学生管理投资基金的管理. 金融教育杂志, 41(2), 1-23. Available from http://www.jstor.org/stable/24573676

Chincarini, Ludwig & Le, Tuan Anh. (2018). Managing a Student-Managed Fund: The University of San Francisco Experience. Journal of Trading. Winter 2018, 13(1) 84-111; DOI: http://doi.org/10.3905/jot.2018.13.1.084 & http://jot.iijournals.com/content/13/1/84

Clark, John M. (2018). Issues in Running a Student-Managed Investment Fund with Part-Time Students. Journal of Trading 中国农业科学,2018,13(1):80-83. DOI: http://doi.org/10.3905/jot.2018.13.1.080 & http://jot.iijournals.com/content/13/1/80

约翰·克莱因贝尔(2013). Socially Responsible Investing and Student Managed Investment Funds: Expanding Investment Education. 金融服务评论, 22, 13-22. Available from http://go.galegroup.com/ps/anonymous?id=GALE%7CA347403973 & ResearchGate

Clinebell, John, & Murphy, Jody. (2016). 学生管理的投资基金:校友的观点. 金融教育杂志, 42(3-4), 304-312. Available from http://www.jstor.org/stable/90001155

Clinebell, J., Kahl, D., & Stevens, J. (2012). Pedagogy and Student Managed Investment Funds: What Type of Fund is Right for Your University. 商业教育和金融教育学院 Association meetings, Charleston, SC.

Cooley, Philip L. & Hubbard, Carl M. (2012). FAQs about Student Managed Funds. Advances in Financial Education, 10(1), 72-83. Available from http://s3.amazonaws.com/risewebsitefiles/ufl/FAQs + +学生+管理+基金.pdf

Cowan, Adrian M. (2008). 学生管理的投资组合的信仰环境. St. Mary's University. Available from http://www.stthomas.edu/media/catholicstudies/center/ryan/conferences/2008-notredame/updatedpdflinks/AdrianCowan.pdf

Cox, Don R., & Goff, Delbert C. (1996). Starting and Operating a Student Investment Club. Financial Practice and Education, 6(2), 78-85. Available from http://connection.ebscohost.com/c/articles/9708072800/starting-operating-student-investment-club

Crabb, Peter R., Booker, Jacob, & James, Kyle, (2018). Worth the Risk? 学生管理投资项目的比较. Available from http://ssrn.com/abstract=3253354 & http://dx.doi.org/10.2139/ssrn.3253354 & ResearchGate

D’souza, Frank, & Johnson, Mark A. (2019). 构建捐赠分配的学生管理基金课程. S&P Global Market Intelligence Research Paper Series & Business Education & Accreditation. 11(1) p. 51-60. Available from SSRN

Dash, Gordon H. & Kajiji, Nina. (2015). Near High Frequency Production Economics for Global Wealth Creation: Automated Trading, Neuroeconomics and Trading Fundamentals. Presented at the 7th Annual Meeting of the Academy of Behavioral Finance & Economics, September 16-18, 2015, Philadelphia, PA. Available from http://web.uri.edu/business/files/CBA_WorkingPaper_2015_ABFE_Mstr21.pdf & http://www.nkd-group.com/research/ABFE2015/ABFE_Presentation_2015.pdf

多尔蒂,玛丽·施密德, & Vang, David O. (2015). Using Performance Data to Evaluate Student Learning in a Student-Managed Investment Fund. Journal of Higher Education Theory and Practice, 15(2), 85. Available from http://www.na-businesspress.com/JHETP/DaughertyMS_Web15_2_.pdf & http://financedocbox.com/Mutual_Funds/66624442-Using-performance-data-to-evaluate-student-learning-in-a-student-managed-investment-fund.html

DeBoeuf, David A. (2019). Structuring Stock Investment Funds with a Limited Number of Qualified Students. International Journal of Managerial Finance, DOI: http://doi.org/10.1108/MF-05-2018-0240. Also part of the Managerial Finance, 2020年,第46卷,第4期,smif专题. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

Dewally, M. & Drause, David S. (2009). The Establishment of a Student-Managed Investment Club Utilizing Exchange Traded Funds. Journal of the Academy of Business Education, 2009,(春季),132-145

Dolan, Robert C. & Stevens, Jerry L. (2010年,春夏). Experiential Learning for Undergraduates in Economics and Finance: A True Top-Down Investment Fund. 金融教育杂志. 36(1/2) 120-136. Available from http://www.jstor.org/stable/41948639

Dolan, Robert C. & Stevens, Jerry L. (2006). Business Conditions and Economic Analysis: An Experiential Learning Program for Economic Students. 经济教育杂志 37(4), 395-405.

Dolan, Robert C., Stevens, Jerry L. & Zucker, Collin R. (2018). 下一代ETF学生管理投资计划. 《电子游戏试玩》, Winter 2018, 13(1) 7-16; DOI: http://doi.org/10.3905/jot.2018.13.1.007 & http://jot.iijournals.com/content/13/1/7. Available from ResearchGate

Donaldson, Jeff., Flagg, Donald., & Orr, J.Hunter. (2011). 选择股票和建立投资组合:排序练习. Managerial Finance, 37(7), pp. 636-646. DOI: http://doi.org/10.1108/03074351111140270

Dorn, Daniel. (2018). 学生管理的投资组合:独立群体的智慧? 《电子游戏试玩》, Winter 2018, 13(1) 7-16; DOI: http://doi.org/10.3905/jot.2018.13.1.017 & http://jot.iijournals.com/content/13/1/17

Ghosh, Chinmoy; Gillson, Paul & Rakotomavo, Michele. (2019). Student Managed Fund (SMF) at the University of Connecticut: History, Purpose, 业绩与未来. Managerial Finance, 46(4), 548-564. http://doi.org/10.1108/MF-09-2018-0426. Part of the Managerial Finance, 2020年,第46卷,第4期,smif专题. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4.

Goff, Delbert C. & Cox, Don R. (2016. Winter). A Faculty-Driven Approach to Starting and Operating a Student Managed Investment Fund. Journal of Economics and Finance Education. 15(1). 14-22. Available from http://www.economics-finance.org/jefe/issues/JEFE-Vol-15-Num-1-Winter-2016.pdf

Gradisher, Suzanne, Kahl, Douglas R., Clinebell, John M., & Stevens, Jerry L. (2015). Fiduciary and Legal Considerations for Student-Managed Investment Funds. Journal of Education for Business. 2016, 91(2). Available from http://www.tandfonline.com/doi/full/10.1080/08832323.2015.1122564 - http://doi.org/10.1080/08832323.2015.1122564 & ResearchGate

Grinder, Brian, Cooper, Dan W., & Britt, Michael. (1999). An Integrative Approach to Using Student Investment Clubs and Student Investment Funds in the Finance Curriculum. 金融服务评论 1999, 8. 211–221. Available from http://www.academia.edu/25657693/An_integrative_approach_to_using_student_investment_clubs_and_student_investment_funds_in_the_finance_curriculum & http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.392.5131&rep=rep1&type=pdf & http://www.sciencedirect.com/science/article/pii/S1057081000000408

哈达德,穆斯塔法 & Redman, Arnold L. (2006). Students as Fiduciaries: An Examination of the Performance of Student-Managed Portfolios. Journal of the Academy of Business Education, Summer 2006, 87-98.

哈达德,穆斯塔法 & Redman, Arnold L. & Gullett. Neil S. (2019). TVA投资挑战:体验式学习计划. International Journal of Managerial Finance. DOI: http://doi.org/10.1108/MF-08-2018-0387. Available from ResearchGate

Halberg, R. (2001, October). 学生管理捐赠基金:投资理论 & Ethical Investing into Practice. Presented at the National Conference of The Christian Business Faculty Association.

Hirt, Geoffey A. (1977). 由学生管理的真实美元投资组合的评估. 金融教育杂志, 6(Fall), 57-61. Available from http://www.jstor.org/stable/41947920

Holzhauer, Hunter M., Krause, Timothy A., Russell, Judson., Harrell, Deborah., & Bandopadhyaya,丹. (2019). Student Managed Funds – A Panel Discussion. International Journal of Managerial Finance, DOI: http://doi.org/10.1108/MF-08-2018-0406. Also part of the Managerial Finance, 2020年,第46卷,第4期,smif专题. http://www.emerald.com/insight/publication/issn/0307-4358/vol/46/iss/4

Horstmeyer, Derek. (2019). Formation of a Student Managed Investment Fund: Risk Management and Oversight. International Journal of Managerial Finance, DOI: http://doi.org/10.1108/MF-08-2018-0396. Available from SSRN.

Howe, Thomas S., Kotomin, Vladimir.廖敏宇(Stella)., & Varma, Abhishek. (2019). A Tale of Two SMIPs: Equity and Fixed Income. DOI: http://doi.org/10.1108/MF-08-2018-0399. Available from ResearchGate

Huerta, Daniel & Pyles, Mark. (2019). 学生管理基金的双重投资组合方法. DOI: http://doi.org/10.1108/MF-08-2018-0394 Available from ResearchGate

Hughen, J. Christopher & Lung, Peter P. (2018). Risk Management in Student-Managed Funds: Earnings Announcements and the Collar Strategy, International Journal of Managerial Finance, http://doi.org/10.1108/MF-05-2018-0198. Available from ResearchGate & SSRN

Hughen, J. 克里斯托弗,斯劳斯,杰克 & Tremblay, J. P. (2018). Adding Value in Student-Managed Funds: Benchmark and Sector Selection. 《电子游戏试玩》, Winter 2018, 13(1) 7-16; DOI: http://doi.org/10.3905/jot.2018.13.1.027 & http://jot.iijournals.com/content/13/1/27 & ResearchGate

Hutton, Ed. (2011). The Niagara University Monteagle Fund, a Student Managed Investment Portfolio. BRC Academy Journal of Education. 1(2). 79-94. Available from http://www.cambriainstitute.com/journals/acade128v1n2y2011f79.pdf

我是Hysmith, Ryan Thomas. (2017). Impact of Student-managed Investment Fund Participation on Financial Knowledge, Financial Satisfaction and Financial Behavior. Available from http://search.proquest.com/openview/b1446890b0e441ee4df67909423f6ad7/1 & http://pqdtopen.proquest.com/doc/1928947741.html?FMT=ABS

意向捐赠网络. (2018). 如何开办及管理学生管理的可持续投资基金. Available from Cloudfront.

Jennings, William P. & 佩内洛普·詹宁斯(2006). Domestic Investment Bias Among Student-Managed Investment Portfolios. Investment Management and Financial Innovations, 3(3), 155-159. Available from http://businessperspectives.org/images/pdf/applications/publishing/templates/article/assets/1419/imfi_en_2006_03_Jennings.pdf

Johnson, David W., Alexander, Joe F., & Allen, Garth H. (1996). Student-Managed Investment Funds: A Comparison of Alternative Decision-Making Environments. Financial Practice and Education, 6(1), 97-101. Available from http://connection.ebscohost.com/c/articles/9607253230/student-managed-investment-funds-comparison-alternative-decision-making-environments

Jones, T. L., & Swaleheen, M. (2014). Student Managed Investment Fund Performance: A Look at Equity Portfolio Data. Journal of Economics and Finance Education, 13(1), 58-62.

Joseph, Alphil Maria; Jose, Jerrin; and Iyer, Anusha Srinivasan. (2022), Student-managed investment funds (SMIFs) in India: The Perspectives of Student Fund Managers, Journal of International Education in Business, Vol. ahead-of-print No. ahead-of-print. http://doi.org/10.1108 / jieb - 05 - 2021 - 0059

Kahl, Douglas R. (1997). The Challenges and Opportunities of Student-Managed Investment Funds at Metropolitan Universities. 金融服务评论, 6(3), 197-200. Available from http://www.sciencedirect.com/science/article/pii/S1057081097900135 & http://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.392.3648&rep=rep1&type=pdf

Kester, G W. (1986). 通过投资俱乐部将投资拓展到课堂之外. Financial Management Collection 1, 9-10.

Kish, Richard J. & Hogan,Karen M. (2011). 建立金融交易实验室:第一步及以后. 金融教育杂志 38(1):13-33. Available from http://data.bloomberglp.com/bat/sites/3/2016/06/WhitePaper_KishHogan.pdf & ResearchGate

Knewtson, Heather; Johnson, Dean L.; & Tuoriniemi, Joel C. (2020). Student Managed Investment Programs: Maximizing Learning Opportunities by Increasing Student Control. Available at SSRN: http://ssrn.com/abstract=3632965 or http://dx.doi.org/10.2139/ssrn.3632965

Kranner, Stephan and Stoughton, Neal M. and Zechner, Josef. (2018). Lessons Learned from Student Managed Portfolios. Journal of Investment Management. Available at SSRN: http://ssrn.com/abstract=2514593 or http://dx.doi.org/10.2139/ssrn.2514593

Krause, David S., (2006). Establishing a Student-Managed Alternative Investment Fund Utilizing Commodity Based Exchange Traded Funds. 学术商业世界国际会议论文集. (May 2006). 320-329. Available from http://abwic.org/Proceedings/2006-ABW-Proceedings.pdf

Krause, David. (2006). Overcoming The Challenges of Establishing A Student-Managed Fixed Income Fund. Journal of Business & Leadership: Research, Practice, and Teaching (2005-2012): 2(2). Available at: http://scholars.fhsu.edu/jbl/vol2/iss2/16 and http://scholars.fhsu.edu/cgi/viewcontent.cgi?article=1071&context=jbl

Krueger, T. M. (2011). Finance Experts Versus Students: Policies, Comparative Return and Risk of Investments in Student-Directed Investment Portfolio. Journal of Accounting and Finance, 11(4), 119-137.

Kubik, Christopher. (2016). Student-Managed Investment Funds: A Survey of Student Demographics, Fund Policies, and Transparency. Academy of Business Education 2016 Proceedings. Available from http://docs.wixstatic.com/ugd/4ccb80_30076c1dfddb430a9df9a5be3a57916b.pdf

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