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Capital Markets Trading Floor

This cutting-edge classroom has been developed together with a student-managed investment fund and a Practicum in Portfolio Management to train future financial leaders for the current business environment.

Information about the college

 
  • ORU trading Floor

Practicum in Portfolio Management


The Practicum in Portfolio Management is a hands-on finance course provided through the Fenimore & Fisher College of Business at Oral Roberts University.

The course is offered only to graduate-level students, and enrollment is based on students' qualifications and success in pre-requisite courses.

In this course, students act as the fund managers, utilizing state-of-the-art investment tools such as Bloomberg and FactSet to analyze market trends and choose stocks to add to the portfolio.

 

 

Student Managed Investment Fund


The student-managed investment fund (SMIF) offers students the ability to invest money and make real-time trades in the stock market. Students evaluate economic and industry data to build a stock portfolio using the Russell 1000 as a benchmark.

 

Risk and Return Objectives


The goal of the Student Managed Investment Fund (SMIF) is to achieve a long-term risk-adjusted performance superior to that of the Russell 1000 stock index benchmark. Long-term returns are calculated on a 3-5 year basis and include the effect of dividends.

The majority of the fund is comprised of equities which are members of the Russell 1000. The fund has a high risk tolerance consistent with equity markets and the Russell 1000 benchmark.

 

Our Team

The SMIF Portfolio Managers are responsible for maintaining records of the fund, and they generate a final consolidated report at the end of each semester to the Advisory Committee and Oversight Committee.

 

Dr. Jonathan Wiley


Serving as both Professor and Chair of the Advisory Committee, Dr. Jonathan Wiley facilitates conversations between the student fund managers and industry experts.

Dr. Wiley earned his Ph.D. in Finance from Oklahoma State University.

Portfolio Managers & Reports

Each semester, select business students serve as Portfolio Managers for Oral Roberts University, making investment decisions in sectors that include Technology, Financials, Consumer Cyclicals, Industrials, and more. They research stock, recommend investments, and offer final investment strategies for the Student Managed Investment Fund, now totaling over $1 million in assets. Semester-end reports prepared by Portfolio Managers are available by clicking the “See Reports” button below.

See Reports
 

Top Regional College

Ranked the Top Regional College in the West (US News & World Report)

Scholarships & Financial Aid

ORU offers financial opportunities for US and international students

140+ Nations

Join a community of believers from over 140 nations

 

Accreditation

The Fenimore and Fisher College of Business is accredited by Accreditation Council for Business Schools and Programs. 
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PROGRAMS

 

 

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