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From stock selection to multi-asset investment management The evolution of a student-managed investment fund

机译：从股票选择到多资产投资管理学生管理投资基金的演变

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摘要

Purpose - The purpose of this paper is to trace the evolution of the Archway Investment Fund (AIF) at Bryant University from its founding in 2005 as a portfolio focused exclusively on US equities to a multi-asset program that incorporates US equities, non-US equities, equity ETFs, REITs, individual bonds, fixed income ETFs and options. It also describes the explicit introduction of environmental, social and governance (ESG) considerations into the investment process. Design/methodology/approach - The paper follows a case study approach. Findings - The paper describes the programmatic changes that accompanied this evolution in these areas: finance department curriculum innovations; the investment guidelines and constraints that govern the AIF; the investment process utilized; the oversight and governance process; and the reporting, presentation, and publicity initiatives that keep critical constituencies (university administration, faculty, alumni and students) informed and engaged in this program to sustain its success. Originality/value - The vast majority of student-managed funds are equity funds focused on individual stock selection. The AIF is a multi-asset fund with separate equity and fixed income sub-portfolios that explicitly incorporates ESG factors into the security selection process.
机译：目的 - 本文的目的是从2005年的创始人追踪布莱恩特大学的拱门投资基金（AIF）的演变，因为一个投资组合专注于美国股票，该计划融入了美国股票，非美国股票，股权ETF，房地产重型，个人债券，固定收益ETF和期权。它还描述了将环境，社会和治理（ESG）考虑的明确引入投资过程。设计/方法论/方法 - 本文遵循案例研究方法。调查结果 - 论文介绍了这些领域伴随着这一进化的程序化变化：金融部门课程创新;管理AIF的投资指南和制约因素;利用的投资过程;监督和治理过程;以及保留关键选区（大学行政，教师，校友和学生）的报告，陈述和宣传举措知情和从事该计划以维持其成功。原创性/价值 - 绝大多数学生管理的资金都是专注于个人股票选择的股票基金。 AIF是一个多资产基金，具有单独的股权和固定收入子组合，明确地将ESG因素纳入安全选择过程中。

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