Develop future investment professionals

Helping to Develop Future Investment Professionals

Monida Sieng
By Education, Investing

One of the ways Financial Navigator, Inc. gives back to the community is through its sponsorship of the Financial Navigator Student-Managed Investment Fund (a.k.a. the “Spartan Fund”) at San Jose State University (SJSU). Our goal is to help nurture future financial leaders by providing students in the Lucas College and Graduate School of Business with the opportunity to manage an investment fund using real money.

When I was a student at San Jose State, I was one of the original student co-founders. It has been personally satisfying for me to see the still-young Spartan Fund evolve over the past few semesters. In fact, it has outperformed the S&P 500 over the last two quarters.

One of the Fund’s faculty advisors, Nancie Fimbel Investment Fellow, Stoyu Ivanov, Ph.D., said,

“The Spartan Fund is unlike any class I have taught. It incorporates theory with real life experience. The sense of responsibility that comes from investing real money has provided a transformative learning experience for our students.”

Comments like this prove that FNI’s investment is having a real impact on these students’ education.

A recent stock pitch day was indicative of how seriously the students take their responsibility for making sound investments. Dressed in business attire, each student presented a case for investing in different companies, bringing with them hours of research and valuations. Having their methodology probed and their reasoning challenged by faculty and fellow students provided rigorous training that resulted in well-informed decision making.

The fruits of this labor were recently demonstrated. In early March, SJSU won the CFA Institute Investment Research Challenge for the Northern California region, out-performing teams from Stanford University, the University of California and other prestigious schools.

San Jose State University is becoming an increasingly attractive destination for students desiring a career in investment management and its Student Managed Investment Fund is playing an important role in helping students develop the skills needed for success. Financial Navigator is proud to have contributed to the growth and achievement of both SJSU and its students.