Students in the Palumbo-Donahue School of Business have access to one of the most
powerful resources available for conducting and managing business research: The Investment
Strategy Institute (ISI). Beyond instructional support, the ISI is used to perform
analysis for investment decision making. The ISI operates with a full-time professional
staff and continuously updated technology and operational infrastructure.
The Institute features a full classroom, 24 Bloomberg® terminals, and access to industry-leading
software: Morningstar, WRDS, Compustat, CRSP, MSCI, StockTrak, and KLD.
Students have access to real-time data on worldwide stock, bond, futures, options,
and currency markets. Each tool provides extensive historical data and current information
to support investment research.
The Institute is home to the following dedicated learning and research spaces:
David and Kimberly Warco Conference Room
Carl V. Lind Investment Strategy Manager’s Office
The Coury Firm Investment Strategy Research Room
Student Managed Investment Fund (SMIF)
The goal of the ISI is to support students' personal growth and enhance their career
opportunities.
A prominent aspect of the ISI the Student Managed Investment Fund (SMIF) Program in which students manage approximately $1.5 million in assets. Utilizing the ISI’s
Bloomberg® terminals, students make investment decisions for the Duquesne Values Fund
(DVF), the Duquesne Microcap Fund (DMF) and the Duquesne Balanced Fund (DBF) while
learning about investments and financial markets.
These experiences are set in both curricular and co-curricular activities and include
guest speakers, participation in investment competitions, financial support for travel
to conferences and financial support for extra-curricular licensing and credentialing.
