The Business & Entrepreneurship Center is home to a student-managed investment fund.

Step out of the classroom and into the world of investing with the Lawrence University Student-Managed Investment Fund (LUSMF). This unique program offers a hands-on opportunity for Lawrence students to manage a real investment portfolio, starting with an initial $100,000 funded by the university. The LUSMF is more than just an academic exercise; it's a dynamic, student-led initiative that bridges liberal arts education with practical, career-ready skills in business and finance.

Cody Brekke and Carter Cloutier, both rising juniors, present their investment pitch to a panel of alumni connected remotely.

Student Perspective

“What makes the student-managed fund truly special—beyond the fact that we’re managing real capital—is that it reflects the liberal arts spirit of Lawrence.”

Joseph “Jeb” Dee ‘26
Economics
Carlisle, Massachusetts 

Explore Business & Entrepreneurship Major

Experiential Learning

Under the guidance of experienced faculty and a dedicated alumni advisory group, students who have completed the advanced Investments II course take on the role of portfolio managers. They are entrusted with the critical responsibility of monitoring the fund's performance, researching new investment opportunities, and making strategic decisions by vote. This immersive experience moves beyond theory, allowing you to apply financial principles to tangible, real-world situations.

Participation in the LUSMF equips you with a powerful toolkit of transferable skills that are highly valued across all industries. You will not just learn how to invest; you will learn how to think critically, communicate effectively, and lead with confidence.

Skills Development

Students participating in LUSMF will develop the following skills:

  • Quantitative and Analytical Skills: Develop and defend investment theses using rigorous quantitative analysis and a deep understanding of macroeconomic context.
  • Portfolio Management: Gain practical experience in monitoring investments, managing risk through efficient diversification, and measuring portfolio performance.
  • Critical Thinking & Decision Making: Learn to synthesize complex data, evaluate risk from multiple perspectives, and make informed, data-driven decisions as a team.
  • Professional Communication: Master the art of the stock pitch, craft comprehensive performance reports, and articulate complex financial strategies to diverse audiences.
  • Strategic Networking: Build meaningful connections with successful alumni in the finance industry, moving beyond awkward small talk to engage in substantive conversations about shared experiences and strategies.
  • Personal Financial Stewardship: Understand the principles of long-term investment, the value of diversification, and how to responsibly manage your own future investments, such as a 401(k).

The LUSMF is a cornerstone of Lawrence's Business & Entrepreneurship program, providing an unparalleled platform to launch your career. It's an opportunity to build a strong professional network and develop a versatile skill set that will make you a more thoughtful and engaging professional, no matter where your career path leads.