2016 Student Research Conference:
29th Annual Student Research Conference

BSIF Portfolio Management: Equity Allocation
Conlan Wilson*, David Newell, Evan Dake, Phil Eckert, Anthony Hill, Shane Legatzke, Julian Fung, and Dominic Teoh
Prof. Charles Boughton, Faculty Mentor

Based on the equities that BSIF student analysts vote to purchase, what is the best method of constructing the optimal portfolio with the given constraints from the bylaws and limited investable cash? In the current investment environment, how effective have the changes in the methodology of Portfolio Management Team been? Changes include the analysis of correlation of proposed equities for the fund to the current holding of BSIF and changes in methods of analyzing when to sell out of a position.

Keywords: Finance, Portfolio Theory, Portfolio Management, Equities, Statistics

Topic(s):Business Administration

Presentation Type: Oral Paper

Session: -1
Location: VH 1010
Time: 8:00

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