Document Type
Report
Keywords
student run investment funds; fixed income portfolio; equity fund portfolio; student leadership; sustainable investment
Publisher
Bryant University
Rights Management
All rights retained by Bryant University
Abstract
The production of this report was truly a team effort. We would like to thank Archway students Michael Alfieri and Zachary Babineau for writing a number of sections of the report. We would also like to thank Cecilia Cooper, Stephen Kostrzewa, and Jennifer Zevon for their editorial and graphic design efforts. Thanks to Professors Chris Goolgasian and John Fellingham for teaching the Security Analyst course in the spring and fall terms, respectively. Finally, thanks go to all of the student portfolio managers for the Archway Equity and Archway Fixed Income portfolios during 2020. The COVID-19 pandemic presented a number of challenges, including the transition to virtual learning in the spring term, and a hybrid learning model for the fall term. That is difficult enough for a normal course, but in this case the students also dealt with extremely complex health, economic, and financial market developments that were truly unprecedented in their impact on investment portfolios. We are enormously proud of their efforts, and of the excellent investment performance they delivered in the two portfolios in 2020.
Comments
The production of this report was truly a team effort. We would like to thank Archway students Michael Alfieri and Zachary Babineau for writing a number of sections of the report. We would also like to thank Cecilia Cooper, Stephen Kostrzewa, and Jennifer Zevon for their editorial and graphic design efforts. Thanks to Professors Chris Goolgasian and John Fellingham for teaching the Security Analyst course in the spring and fall terms, respectively.