Investment-Fund-Team-Selection英文电子资料.pdfVIP

BostonUniversitySchoolofManagement Boston University MBA Global Investment Fund Investment Process and Team Selection Process I. INTRODUCTION The Boston University MBA Global Investment Fund is a student-run global equity portfolio designed to provide MBA students with hands-on equity analysis and portfolio management experience. In addition to performing academic work, MBA students have a unique opportunity to acquire real-world investment management experience by formulating, making, acting on and evaluating the performance of investment recommendations. II. FUND INVESTMENT PROCESS 1. The Fund team will consist of two portfolio managers and up to ten equity analysts (please see selection process below). 2. The analyst team will assume coverage of ten equity sectors: Energy, Financials, Industrials, Consumer Discretionary, Consumer Staples, Materials, Information Technology, Health Care, Utilities, and Telecommunication Services. 3. The analyst team will make investment recommendations (Buy/Hold/Sell) to the portfolio management team; investment recommendations will be based on research reports that will include a target share price. 4. Following presentation of an investment recommendation, the portfolio management team will determine an appropriate investment action and submit its decision to the Faculty Advisor for approval and execution. 5. Analysts will track the outcome of each recommendation based on the corresponding equity sector and industry benchmark. 6. Portfolio managers and analysts will assume their respective responsibilities for a