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.
As a student in our O’Neill Student Investment Fund course, you and your classmates will follow economic, financial, political and company events, and apply concepts and techniques learned in our MBA program to manage a real portfolio of stocks and exchange traded funds.
The investment process begins with a design of a global benchmark for the year. You and your classmates will 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. And, at the end of each semester, the class will present its investment results and outlooks to a panel of professional fund managers.
Students enrolled in the Student Investment Fund course have real-time access to professional financial information and a boardroom where they can discuss ideas, develop strategy, and make investments.