Thursday April 5, 2012

Winning Investments

Teams from six universities were recognized as winners in the R.I.S.E. XII student-managed investment portfolio competition.

Six teams of finance students who learn by managing real money distinguished themselves in the University of Dayton's 12th annual international student portfolio competition.

The student-managed investment funds were honored in the competition, held in conjunction with the R.I.S.E. XII Investment Forum March 29-31, sponsored by the University of Dayton in association with the United Nations Global Compact.

The funds recognized represent first-place winners in each of six investment style categories: 

  • Growth: Global Collegiate Fund — Shippensburg University, Shippensburg, Pa. 
  • Value: Madison Investment Fund — James Madison University, Harrisonburg, Va.
  • Core: Hillier Fund — University of Mount Union, Alliance, Ohio.
  • Balanced: SIAS Fund — Simon Fraser University, Vancouver, British Columbia.  
  • Fixed Income: Roland George Income Fund — Stetson University, DeLand, Fla.
  • Alternative:  Green & Gold Fund — University of Alabama at Birmingham. 

More than 200 programs nationwide allow students to make investment decisions with real portfolios. Although the University of Dayton's team does not enter the competition because of the University's sponsorship, students through the Davis Center for Portfolio Management have responsibility for managing $14 million of the University's endowment.

R.I.S.E. (Redefining Investment Strategy Education), the world's largest student investment forum, brings internationally known leaders in the finance industry to the University of Dayton to share their perspectives on economic and market trends, forecasts and critical issues. Visit

For more information, contact Peggy Nicodemus at

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