What we do.
The CMC SIF aims to earn risk-adjusted excess returns above our benchmark index. The Student Investment Fund manages approximately +$2 million of the Claremont McKenna College endowment and gives an annual scholarship equal to 5% of the Fund’s 5-year trailing average portfolio value.
Track the market
Identify and create an investment idea
Present investment idea to the Fund
Invest in the idea after approval from the Fund
The Claremont McKenna College Student Investment Fund (CMC SIF) was founded in 1974 when an alumnus of the College donated $500 in investment securities. His intention was to give qualified students an opportunity to study investing and portfolio management through a “trial by fire” approach, while also creating value for the College’s endowment. The fund has grown substantially since its inception, and now manages $1.75 million of the Claremont McKenna College endowment.
The CMC SIF aims to earn risk-adjusted excess returns above the benchmark S&P 500, while also preparing students for future careers in finance, consulting, tech, nonprofit and entrepreneurship. Alumni from the CMC SIF can be found at several well-regarded companies, including J.P. Morgan Chase, Goldman Sachs & Co., Bank of America Merrill Lynch, Bain & Co., KKR & Co., Apollo Global Management and McKinsey & Co.