The CMC Student Investment Fund

The Claremont McKenna College Student Investment Fund (CMC SIF) was founded in 1974 when an alumnus of the college donated approximately $500 in securities. His intention was to give qualified students an opportunity to learn the basics of investment management using a “trial by fire” approach while creating value for the college’s endowment. The fund has grown substantially since its inception and the CMC SIF now manages approximately $3 million of the Claremont McKenna College endowment. The CMC SIF aims to earn risk-adjusted excess returns above our benchmark index while providing students with the opportunity to learn about investing in a pre-professional setting. Our main goal is to prepare all students for successful careers in investment-related fields, and our senior management bears the responsibility of actively promoting the career development of junior members. Each year, 5% of the SIF’s rolling five-year average portfolio balance will be withdrawn to fund the annual SIF Scholarship(s) awarded by the College.