

In a momentous gathering on May 4, the USC Marshall School of Business commemorated the 40th anniversary of its influential Student Investment Fund (SIF) and Undergraduate Student Investment Fund (USIF). These funds have been pivotal since 1986, providing students with practical exposure to investment strategies by managing segments of USC’s endowment worth approximately $21.5 million. Impressively, these funds contribute to $210,000 in annual scholarships. Under the expert guidance of Suh-Pyng Ku, a professor of clinical finance and business economics, students engage deeply with the rigorous demands of modern financial markets. The program emphasizes valuation skills, comprehensive company and sector research, and the complexities of risk management. “Our students take on the distinctive privilege of handling actual funds, conducting detailed security assessments, and crafting unique investment strategies,” Ku noted. The program's evolution from a single fund to five expansive funds marks its success and adaptability to the changing dynamics of global investment. As Ku pointed out, the curriculum now includes a diverse investment array covering public equities, fixed income, ETFs, and derivatives, reflecting both domestic and international markets. Beyond classroom learning, SIF students benefit from significant industry exposure through networking trips to San Francisco and New York City, as VanEck Travel Scholars. These excursions offer firsthand connections with seasoned alumni and influential professionals in investment domains. The program aligns students with real-world applications, ensuring they leave USC ready to tackle roles in fund management or explore diverse sectors. According to Ku, “This program offers an intensive, experiential journey into portfolio management, coupled with opportunities to liaise with industry leaders through talks, events, and visits to finance hubs.” Participants regard the SIF and USIF initiatives as indispensable for securing career advancements, as they gain vital expertise, build networks, and acquire a competitive stance in financial and investment sectors.