Thanks to a generous donation from Robert and Doris O'Neill, Willamette MBA students have the opportunity to manage our $500,000 O'Neill Student Investment Fund.
The investment process begins with a design of a global benchmark for the year. Students analyze economic, financial, and political developments and trends, and design an asset allocation model that combines U.S. industry sector view; a global regional view; and a risk model that represents the risk tolerance of the University and your classmates. At the end of each semester, students present investment results and outlooks to a panel of professional fund managers.
Students enrolled in the Student Investment Fund elective course have real-time access to professional financial information and a boardroom where they can discuss ideas, develop strategy, and make investments.