Trojan Student Managed Investment FundUSC Marshall School of Business
Competitions

Competing nationally,
hosting locally.

The Fund fields teams in intercollegiate investment, banking, ethics, and women-in-finance competitions, and hosts its own case challenges at Marshall.

Fall 2026Trading competition standings
Upcoming

On the calendar.

October 2026

CME Group University Trading Challenge

CME Group
CONFIRMED

Every Trojan SMIF team of 3 to 5 competes in the 23rd annual challenge against 170+ universities, October 4 to 30. Internal team-vs-team results post weekly on the Standings page.

Format
4-week simulated futures trading, CQG platform
Team
All Fund teams
October 2026

Bloomberg Global Trading Challenge

Bloomberg
CONFIRMED

Open to every team that wants it, with no cap. Teams manage a long-only book inside the WLS Index universe on Marshall's terminals, ranked on return versus the index against 2,600+ teams worldwide. Tick Bloomberg when you submit your team.

Format
5-week virtual $1M portfolio, Bloomberg Terminal
Team
Any Fund team
Fall 2026

CFA-OC SMIF Competition

CFA Society of Orange County
UPCOMING

Returning to the CFA-OC SMIF Competition for our second appearance — building on last year's debut with a refined investment thesis and a deeper bench of sector analysts.

Format
Portfolio report + live pitch
Team
Main Fund
Spring 2027

CFA LA Ethics Challenge

CFA Society of Los Angeles
UPCOMING

Returning to the CFA Society of Los Angeles Ethics Challenge for a second year, applying the CFA Code of Ethics and Standards of Professional Conduct to a new set of live case scenarios.

Format
Ethics case competition
Team
Main Fund
Past

Our competition record.

November 2025

CFA-OC SMIF Competition

CFA Society of Orange County
PAST

Trojan SMIF's first intercollegiate competition as a founding cohort — fielded a portfolio report and live pitch judged by practitioners from the CFA Society of Orange County.

Format
Portfolio report + live pitch
Team
Main Fund
Spring 2026

CFA LA Ethics Challenge

CFA Society of Los Angeles
PAST

Competed in the first CFA Society of Los Angeles Ethics Challenge, applying the CFA Code of Ethics and Standards of Professional Conduct to live case scenarios.

Format
Ethics case competition
Team
Main Fund
Fund members
Submit your team in the member portal.

Teams of 3 to 5 register inside your dashboard: one submission covers the CME Challenge, and ticking Bloomberg enters the same roster for the terminal challenge. Team submissions are due Friday, September 18; CME registration closes Friday, September 25.

Open the portal →
For sponsors

Sponsor a competition.

Asset managers, investment banks, and hedge funds — back a Trojan SMIF case competition and put your brand in front of USC Marshall's top MSF talent.

Sponsorship inquiry
Companies — reach the Fund's sponsorship lead.

Include the competition you'd like to back and a point of contact. We'll route you to the Director of Communications and the COO.

Sponsor a competition →