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
Sustainability is a unique focus of the Archway Fund’s investment strategy. Specifically, the fund pursues socially responsible investing by recognizing the environmental, social, and corporate governance impacts of potential and current holdings. ESG, as the concept is commonly referred to, considers an investable firm’s relationship with the natural environment, its relationships with employees, customers, suppliers and the community, as well as its leadership, ethics, and business practices. The ESG Committee works alongside Security Analysts (SAs) and Portfolio Managers (PMs) to help the fund reach its sustainability goals by educating students about ESG developments and providing resources for research about individual holdings. At the beginning of each semester, the committee presents a review of the fund from an ESG perspective, and promotes the use of various ESG metrics in the investment process. The committee is an ongoing resource to each sector team throughout the semester.
