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St. Bonaventure University Students in Money Management

Investment-Management

St. Bonaventure, NY
Company Tagline

SIMM is a student-run investment club where students manage a portfolio of ≈$530,000 worth of real assets.

Industry Category
Investment-Management
Company Description

St. Bonaventure University Students in Money Management (SIMM) offers an unparalleled experiential learning environment, extending beyond the traditional classroom. SIMM provides students with hands-on experience in managing a real portfolio, currently overseeing approximately $530,000 in assets. Located at 3261 West State Road, St. Bonaventure, NY 143778, US, SIMM equips students with practical skills in portfolio management, investment strategies, and valuation techniques. Students actively determine and implement asset allocation, analyze market sectors, and handle administrative logistics, making real-world gains and losses.

The Equity Fund, managed by St. Bonaventure University Students in Money Management, aims to generate positive returns through investments in Equity Securities, Exchange-Traded Funds, and Fixed Income Securities. Established in 2004, SIMM offers students the opportunity to develop expertise in equity valuations, risk management, and equity trading. The organization is dedicated to providing students with the skills and knowledge necessary for success in the investment management industry.

St. Bonaventure University Students in Money Management is committed to fostering the next generation of investment professionals. Through real-world experience and a comprehensive understanding of financial markets, SIMM prepares students for successful careers. We invite the manager of St. Bonaventure University Students in Money Management to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees
Jessica Robinson MBA Madden C Robert Donlin Sarah Shembeda Jace Frazier MBA (St. Bonaventure Alumni)

Compare Companies Side by Side

Compare St. Bonaventure University Students in Money Management with 3 companies in Investment-Management

4 Companies
Comparison Field
St
St. Bonaventure Universit...
Main Company
Orpheus Partners
Orpheus Partners
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Ca
Capcrest Securities
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Whitebox - Ihre digitale Vermögensverwaltung
Whitebox - Ihre digi...
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Founded Year
2019 2024 2014
Company Size
2-10 2-10 11-50
City
St. Bonaventure, NY London, England Kottayam Dt, Kerala Freiburg im Breisgau, BW
Country
United Kingdom
Skills & Keywords Comparing with main company
8 Total Skills
Portfolio Management Investment Strategies Equity Valuations Risk Management Equity Trading Financial Markets Asset Allocation Bloomberg Essentials Certification
19 Total 1 Common 18 Unique
Match 13%
Common Skills:
Asset Allocation
Unique Skills:
Alternative Investments ESG Investing Fund Selection & Evaluation Infrastructure Investment Opportunities Investment Education & Training Investment Management +12
8 Total 8 Unique
Unique Skills:
Data&Insights Derivatives Excellence Innovation Integrity Process Driven Strategies +2
18 Total 18 Unique
Unique Skills:
Alternative Altersvorsorge Altersvorsorge Asset Management Bafin Betriebsvermögen Digitale Vermögensverwaltung +12
4
Total Companies
2014
Oldest Founded
1
Countries
52
Unique Skills

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Alternative Company Names

This company is also known as

St. Bonaventure University Students in Money Management 圣博纳文图尔大学学生资金管理 सेंट बोनावेंचर विश्वविद्यालय के छात्र मनी मैनेजमेंट में Estudiantes de la Universidad de San Buenaventura en Gestión de Dinero طلاب جامعة سانت بونافنتور في إدارة الأموال Étudiants de l'Université St. Bonaventure en gestion financière Студенты университета Сент-Бонавентура в сфере управления денежными средствами Alunos da Universidade St. Bonaventure em Gestão de Dinheiro