The School of Accounting and Finance Student-run Investment Fund - Winter 2014

Investment Fund LogoThe School of Accounting and Finance (SAF) has established an investment portfolio called the Student-run Investment Fund ("the Fund") in order to provide students with an educational experience in an institutional setting. The Fund will provide students hands-on-training in equity valuation and portfolio management with guidance from industry experts and supervision by finance faculty.

The seed investment of $250,000 has been provided by an anonymous external donor. The first installment of $50,000 is available for investing in Canadian equities in the Spring 2012 term.

The investment objective of the Fund is to generate long-term growth of the Fund's assets. The Fund will invest in a broadly diversified portfolio of mid-to-large capitalization stocks of Canadian issuers that may provide capital gains or income.

Participation in The Fund is restricted to students enrolled in the following SAF programs: Accounting and Financial Management, Mathematics/ Chartered Accountancy, Biotechnology/Chartered Accountancy, Computing and Financial Management, and Master of Accounting. To avoid conflicts of interest that could arise during co-op terms, students will participate in The Fund only during their study terms.

The first student-investment team was selected after a competitive two-stage screening process in May 2012 and provided investment advisory and management services for The Fund in the Spring 2012 term. The team consisted of two portfolio managers, an investment manager and compliance officer, and six analysts.

The logo was designed by Jimmy Weng, a second-year Accounting and Financial Management (AFM) student, in June 2012. Jimmy named the design, "Skywards" implying an exponential growth curve that reaches the sky. Jimmy Weng's original design has been modified to align with University of Waterloo's visual identity guidelines.

Investment Fund Team for winter 2014