SAIFE

        Endowment Fund

 

 

The Society for Applied Investing and Financial Education (SAIFE) Endowment Portfolio is the culmination of student motivation, faculty instruction, and professional input. Together, we have helped form a unique learning experience focused on the development of skill necessary for post-graduation professional success.

 

The SAIFE Endowment Fund is a student-managed, hypothetical $10 million investment fund. As participants in the fund, students are responsible for investment research, due diligence, and security selection. As part of that process, students must prepare and present a detailed overview of which moves were made within the fund as well as why they were made. This detailed process allows students to gain valuable experience that they can easily transfer into their professional careers. 

 

The SAIFE Endowment Fund was created and launched in the Fall of 2016. As time progresses, regular performance reports will be given to all members of the organization. Additionally, these reports will be posted periodically on this website to ensure transparency in our process. 

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If you would like to learn more, please contact Adrian Veres, Chief Investment Officer at SAIFE.