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Full-Text Articles in Portfolio and Security Analysis

Fixed Income Fund Report, November 2020, Bryant University, Archway Investment Fund Nov 2020

Fixed Income Fund Report, November 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, October 2020, Bryant University, Archway Investment Fund Oct 2020

Fixed Income Fund Report, October 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, September 2020, Bryant University, Archway Investment Fund Sep 2020

Fixed Income Fund Report, September 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, August 2020, Bryant University, Archway Investment Fund Aug 2020

Fixed Income Fund Report, August 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, July 2020, Bryant University, Archway Investment Fund Jul 2020

Fixed Income Fund Report, July 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, May 2020, Bryant University, Archway Investment Fund May 2020

Fixed Income Fund Report, May 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, April 2020, Bryant University, Archway Investment Fund Apr 2020

Fixed Income Fund Report, April 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, March 2020, Bryant University, Archway Investment Fund Mar 2020

Fixed Income Fund Report, March 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Equity Fund Monthly Report, March 2020, Bryant University, Archway Investment Fund Mar 2020

Equity Fund Monthly Report, March 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


The Archway Investment Fund, Annual Report 2020, Bryant University, Archway Investment Fund Jan 2020

The Archway Investment Fund, Annual Report 2020, Bryant University, Archway Investment Fund

Archway Investment Fund

The production of this report was truly a team effort. We would like to thank Archway students Michael Alfieri and Zachary Babineau for writing a number of sections of the report. We would also like to thank Cecilia Cooper, Stephen Kostrzewa, and Jennifer Zevon for their editorial and graphic design efforts. Thanks to Professors Chris Goolgasian and John Fellingham for teaching the Security Analyst course in the spring and fall terms, respectively. Finally, thanks go to all of the student portfolio managers for the Archway Equity and Archway Fixed Income portfolios during 2020. The COVID-19 pandemic presented a number of …


Equity Fund Monthly Report, December 2019, Bryant University, Archway Investment Fund Dec 2019

Equity Fund Monthly Report, December 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, December 2019, Bryant University, Archway Investment Fund Dec 2019

Fixed Income Fund Report, December 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, September 2019, Bryant University, Archway Investment Fund Sep 2019

Fixed Income Fund Report, September 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Equity Fund Monthly Report, June 2019, Bryant University, Archway Investment Fund Jun 2019

Equity Fund Monthly Report, June 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, June 2019, Bryant University, Archway Investment Fund Jun 2019

Fixed Income Fund Report, June 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Equity Fund Monthly Report, April 2019, Bryant University, Archway Investment Fund Apr 2019

Equity Fund Monthly Report, April 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, March 2019, Bryant University, Archway Investment Fund Mar 2019

Fixed Income Fund Report, March 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


The Archway Investment Fund, Annual Report 2019, Bryant University, Archway Investment Fund Jan 2019

The Archway Investment Fund, Annual Report 2019, Bryant University, Archway Investment Fund

Archway Investment Fund

The Archway Investment Fund is tightly integrated into the Finance Department curriculum, and it serves as a capstone experiential learning opportunity for students interested in investment careers. The equity portfolio is managed as part of a two-course sequence in Security Analysis and Portfolio Management. The fixed income portfolio is also tightly integrated into the Finance Department curriculum. Students take Debt, Securities, Derivatives and Investing first. Successful completion of that course is required for a student to be able to enroll in the Archway Fixed Income Portfolio Management course, where the management of the AIF Fixed Income Portfolio is the central …


Fixed Income Report, December 2018, Bryant University, Archway Investment Fund Dec 2018

Fixed Income Report, December 2018, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Equity Fund Monthly Report, December 2018, Bryant University, Archway Investment Fund Dec 2018

Equity Fund Monthly Report, December 2018, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, September 2018, Bryant University, Archway Investment Fund Sep 2018

Fixed Income Fund Report, September 2018, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Equity Fund Monthly Report, September 2018, Bryant University, Archway Investment Fund Sep 2018

Equity Fund Monthly Report, September 2018, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, June 2018, Bryant University, Archway Investment Fund Jun 2018

Fixed Income Fund Report, June 2018, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, March 2018, Bryant University, Archway Investment Fund Mar 2018

Fixed Income Fund Report, March 2018, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


The Archway Investment Fund, Annual Report 2018, Bryant University, Archway Investment Fund Jan 2018

The Archway Investment Fund, Annual Report 2018, Bryant University, Archway Investment Fund

Archway Investment Fund

Sustainability is a unique focus of the Archway Fund’s investment strategy. Specifically, the fund pursues socially responsible investing by recognizing the environmental, social, and corporate governance impacts of potential and current holdings. ESG, as the concept is commonly referred to, considers an investable firm’s relationship with the natural environment, its relationships with employees, customers, suppliers and the community, as well as its leadership, ethics, and business practices. The ESG Committee works alongside Security Analysts (SAs) and Portfolio Managers (PMs) to help the fund reach its sustainability goals by educating students about ESG developments and providing resources for research about individual …


Fixed Income Fund Report, December 2017, Bryant University, Archway Investment Fund Dec 2017

Fixed Income Fund Report, December 2017, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


Fixed Income Fund Report, November 2017, Bryant University, Archway Investment Fund Nov 2017

Fixed Income Fund Report, November 2017, Bryant University, Archway Investment Fund

Archway Investment Fund

No abstract provided.


The Archway Investment Fund, Annual Report 2017, Bryant University, Archway Investment Fund Jan 2017

The Archway Investment Fund, Annual Report 2017, Bryant University, Archway Investment Fund

Archway Investment Fund

The Archway Investment Fund, led by professor Asli Ascioglu, is a series of two classes, consisting of a semester focused on Securities Analysis, and a semester of Portfolio Management. The students begin as Securities Analysts, where they gain a foundational knowledge for investment management and financial analysis.


The Archway Investment Fund, Annual Report 2016, Bryant University, Archway Investment Fund Jan 2016

The Archway Investment Fund, Annual Report 2016, Bryant University, Archway Investment Fund

Archway Investment Fund

The Archway Investment Fund, led by Professor Asli Ascioglu, is a series of two classes, consisting of a semester focused on Securities Analysis, and a semester of Portfolio Management. The students begin as Securities Analysts, where they gain a foundational knowledge for investment management and financial analysis.