Invest in Your Future at The University of Tulsa

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The University of Tulsa’s Student Investment Fund was established in 1997 and currently has more than $7 million in assets that students manage, making it one of the largest in the nation.

The purpose of the fund is to provide students with the opportunity to obtain real-world experience in the process of managing investment portfolios through buying and selling securities and learning about asset allocations. Students can apply financial theories and models in making real investment decisions and managing a real portfolio of financial assets.

Student teams analyze portfolio position, assess risk exposure, evaluate risks, develop recommendations for portfolio rebalances, and defend positions in written and oral presentations.