Why Marshall
Leadership
Dean Geoffrey Garrett
Dean's Cabinet
Boards
Real-World Learning
Human Leadership
Tech Fluency
Global Opportunities
Diversity, Equity and Inclusion
Teaching + Innovation
Experiential Learning Center
Open Expression Statement
Programs
Undergraduate Programs
Admissions
Degrees
BS Business Administration (BUAD)
Business Emphases
BS Accounting (ACCT)
World Bachelor in Business (WBB)
BS Business of Cinematic Arts (BCA)
BS Artificial Intelligence for Business (BUAI)
Undergraduate Minors
Graduate Programs
MBA Programs
Full-Time MBA (FTMBA)
Executive MBA (EMBA)
Part-Time MBA (MBA.PM)
International MBA (IBEAR)
Online MBA (OMBA)
Specialized Masters
MS Business Administration (MSBUSAD)
MS Business Analytics (MSBA)
MS Entrepreneurship + Innovation (MSEI)
MS Finance (MSF)
MS Global Supply Chain Management (MSGSCM)
MS Marketing (MSMKT)
MS Social Entrepreneurship (MSSE)
Master of Business for Veterans (MBV)
Master of Management Studies (MMS)
Accounting Masters
Master of Accounting (MAcc)
Master of Business Taxation (MBT)
Master of Business Taxation for Working Professionals (MBT.WP)
PhD Program
Accounting
Data Sciences + Operations
Finance
Management + Organization
Marketing
Graduate Certificates
GC in Business Analytics
GC in Financial Analysis + Valuation
GC in Management Studies
GC in Marketing
GC in Optimization + Supply Chain Management
GC in Strategy + Management Consulting
GC in Sustainability + Business
GC in Technology Commercialization
GC in Library and Information Management – Online
Executive Education
Departments
Business Communication (BUCO)
Faculty
Data Sciences and Operations (DSO)
Finance + Business Economics (FBE)
Leventhal School of Accounting (ACCT)
Lloyd Greif Center for Entrepreneurial Studies (BAEP)
Management and Organization (MOR)
Marketing (MKT)
Institutes + Centers
Randall R. Kendrick Global Supply Chain Institute
Peter Arkley Institute for Risk Management
VanEck Digital Assets Initiative
Institute for Outlier Research in Business
Lloyd Greif Center for Entrepreneurial Studies
Incubate USC
USC Marshall Venture Fund
Brittingham Social Enterprise Lab
Neely Center for Ethical Leadership and Decision Making
Center for Effective Organizations
Center for Global Innovation
Center for Investment Studies
Initiative on Digital Competition
Trojan Network
Recruiting
Undergraduate
Graduate
Career Services
Giving + Support
Alumni Engagement + Resources
Student Organizations
Founded in 2002, the USC Marshall School Center for Investment Studies (CIS) is a premier global academic institution specializing in financial analysis and valuation. The Center supports faculty research on capital markets, corporate finance, and investments. The Center also administers academic programs that equip undergraduate and graduate students with the knowledge of how financial markets work and the skills to identify investment opportunities congruent with investment objectives. The Center’s faculty, in collaboration with leading industry practitioners, not only teach the fundamentals of investment management, but connect theory to the real world. Students engage in hands on portfolio management, meet with industry leaders and connect with practitioners inside and outside the classroom through special events, speaker series and class trips to centers of industry.
PROGRAMS
Student Investment Fund (SIF) and Undergraduate Student Investment Fund (USIF)
The SIF and USIF programs offer an opportunity for graduate and undergraduate students to apply and join a one-year rigorous experiential course designed to provide in-depth exposure to contemporary investment and portfolio theory and management. Students engage in active investment management by managing a fund that is a part of USC’s endowment funds and apply critical and analytical concepts to funds management, valuation of various asset classes, conduct thorough company and sector research and apply portfolio optimization and behavioral finance concepts to their work.
Student Investment Fund (SIF)
- Babcock California Fund- Global Equity Fund- Provident Growth Fund- Trojan Equity Fund- Marshall Fixed-Income Fund
Undergraduate Student Investment Fund (USIF)
- USIF Stock Fund- Student Asset Allocation Fund, sponsored by VanEck
Board of Advisors
Director's Message
The Center for Investment Studies (CIS) is guided by a Board of Advisors who are leaders in the financial management industry. CIS originated with a gift from Board member Larry and Karen Tashjian, who believed that students needed real-world and hands-on learning opportunities in the realm of finance and portfolio management. Over the years, board members have contributed to creating a robust learning environment through their own thought leadership, links to industry practitioners and through philanthropic contributions to establish additional funds that broaden the scope and capacity of the Center to provide financial management training to students.
We are grateful to all our Board members and the broader CIS family of supporters for their commitment to our students and the mission of the Center.
Sincerely,
Suh-Pyng KuDirector, Center for Investment StudiesProfessor of Clinical Finance and Business Economics
Suh-Pyng Ku
Director, Center for Investment StudiesProfessor of Clinical Finance and Business Economics
David Iben
Managing Member and FounderKopernik Global Investors, LLC
Sharon Kilmer
Managing DirectorAngelo, Gordon & Co.
Lisa Mazzocco
Chief Investment Officer (Ret.)University of Southern California
NEWS + EVENTS
Three Tips From Morgan Housel
You’re about to graduate. Now what? A best-selling author on the psychology of money has some key words of wisdom for you.
Marshall Hosts Financial Literacy Festival
USC Marshall brings financial empowerment to the USC community with a one-day outdoor festival.
Contact
Center for Investment StudiesUSC Marshall School of Business3660 Trousdale ParkwayAccounting 301ALos Angeles, CA 90089-0804EMAIL