On Wednesday, 2/7, ESG sector director Ben Tichner presented on the emerging trend of ESG in financial markets. The focus of this presentation was a historical look at sustainable finance, the contemporary ESG movement, and a demonstration of the various ways to access and synthesize ESG data in the Bloomberg Terminal – with a specific…
Read More
Last Wednesday, the Student Investment Fund had the privilege to hear from alumnus, Curtis Bulter ‘90, who listened to updates on our current fund positions and provided insight on how we should continue to move forward with the portfolio. Butler graduated from Union with a double major in Economics & Modern Languages and has had…
Read More
On Wednesday, 1/24, the corporate governance team consisting of DJ Jun, Rathika Nair and Michael Rocco O’Krepky presented their recommendations for how the fund should vote our $80K worth of Apple shares in the upcoming shareholder meeting. The motivation was that being responsible owners of our assets means participating in the governance of the companies…
Read More
What is SGOV? SGOV is iShares 0-3 Month Treasury ETF (SGOV). It invests in ultra-short-term treasuries, is passively managed, has a low expense ratio of 0.07%, and has an average bond duration of 0.09 years. What is the investment thesis? At the time of this writing (December 2023), cash represents more than 16% of…
Read More
What is PAVE? PAVE is Global X U.S. Infrastructure Development ETF which “seeks to invest in companies that stand to benefit from a potential increase in infrastructure activity in the United States.” Why infrastructure? What is the investment thesis? We believe that the market currently underestimates the need for infrastructure investments and the magnitude…
Read More