The Archway Investment Fund was established in 2005 to provide students with the opportunity to manage an investment portfolio following the principles used by financial professionals around the globe. With faculty guidance, students develop the skills and investment protocols to manage a portfolio valued at around $2.6 million. Through hands-on exposure to investment practices in the financial world, student portfolio managers gain an important competitive advantage in the marketplace and establish the foundation for leadership throughout their careers.

The initial investment in The Equity Fund was $200,000 in September 2005. Additional cash net inflows were provided to the Fund from the University. The Fixed Income Fund was launched in Fall 2017 with an initial investment of $500,000. The initial investment came in the form of two cash infusions from The Equity Fund and the University totaling $250,000 each. Since inception, The Fixed Income Fund has received a net cash infusion of $120,000. This is a result of the strategic asset allocation determined by the Macroeconomic Committee of The Archway Investment Fund. Both the Equity and the Fixed Income funds curriculum tracks are intensive, selective, and competitive hands-on experiences that prepare students for careers in the Investment Management field.

The Archway Fund hosts an annual conference series on campus—The Financial Services Forum—in which regionally and nationally respected financial experts share their views on the developing financial world. The Fund also hosts a variety of guest speakers throughout the year. Students enrich their expertise, learning firsthand from successful professionals in the world of finance.


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Archway Investment Fund