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Student-Run Endowments, Explained

On-Demand | Originally Broadcast on October 26, 2022

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In fiscal year 2021, 31 percent of the institutions that participated in the NACUBO-TIAA Study of Endowments (NTSE) said they had established one or more student-managed investment Funds (SMIFs). These funds can give students academic credit and real-world money management and investment experience, but the majority of colleges and universities have yet to offer one. 

In this webcast, investment professionals and others offer tips on how to get a student-managed investment fund started, and the potential benefits to students, faculty, and campus administrators. 

What You Will Learn

After participating in this program you will learn to:

  • Review and discuss the most recent trend data on student-managed investment funds.
  • Learn the strategies chief business officers other campus leaders have used to start and fund SMIFs, and how these funds can be integrated into students’ academic programs and career goals.
  • Understand the strategies institutions use to manage their SMIFs, including the integration of socially responsible investment policies and practices used by many institutional funds.

Meet the Presenters

  • Chris Lawrey, PhD, associate professor of finance and director of the Jaguar Investment Fund, Mitchell College of Business, University of South Alabama
  • Nicole Torrico, program director, Intentional Endowment Network
  • Ken Redd, senior director, research and policy analysis, NACUBO (moderator)


CPE Information

There are no CPEs offered for this event.

CPE credit is not available for on-demand programs at this time.

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website


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