RISE

Investment Club and IMP Recognized for Excellence

The SU Investment Club and Investment Management Program (IMP) took home a ninth place and tenth place, respectively, at RISE X (Redefining Investment Strategy Education) Global Investment Forum March 18-20 sponsored by the University of Dayton in association with the United Nations Global Compact.

With 302 universities from 73 countries represented, 50 of the top performing student-managed funds entered their portfolios in the RISE X portfolio competition.  The award came in the undergraduate division of the growth-style equity portfolio.  The Investment Club and the IMP had returns of 29.01% and 26.36%, respectively, in 2009 versus 26.46% for the S&P 500 index.  On a risk-adjusted basis (annual return/monthly standard deviation), the Investment Club and the IMP reported risk-adjusted returns of 5.68% and 5.61%, respectively, versus 4.11% for the S&P 500 index.  The IMP has been attending the RISE portfolio competition since 2003, winning fourth place in both 2004 and 2005.

RISE is a student investment strategy forum hosted by University of Dayton.  Modeled after the World Economic Forum, RISE connects students and faculty with Wall Street professionals in interactive discussions.  RISE X includes student workshops geared toward learning investment strategies and the annual student-managed investment portfolio competition.  RISE X hosted twenty-three keynote panelists from companies such as Hewlett-Packard, Moody's Investors Service, Merrill Lynch, Wells Fargo, Russell Investments and many more.

IMP was created in 1995 with the intention of providing students with an educational experience in managing a real dollar portfolio.  The portfolio is valued at about $67,000 as of April 2010.  For further information on the IMP, visit their website at http://webspace.ship.edu/imp/.