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Student-Managed Endowment Fund 2016 Presentation
April 21, 2016 @ 4:30 pm - 6:00 pm
Finance 438, otherwise known as the Student-Managed Endowment Fund, is comprised of students who receive hands-on experience evaluating portfolio assets, designing investment strategies and managing all investment funds in a team environment. Additionally, they gain real-world experience analyzing securities, developing investment policies, targeting asset allocations and rebalancing portfolio holdings. STUDENTS MAKE ALL DECISIONS! Returns from these investments provide funding for UW Oshkosh student scholarships.
On April 21, students will present their portfolio results. This event showcases the students’ work and highlights trends from past up to current findings for a variety of sectors including Industrial, Consumer Defensive, Basic Materials, Consumer Cyclical, Communications, Technology, Healthcare, Utilities, Energy, Financial Services and Real Estate.