Investing in the future from the KWPMP (The Concordian)

The Kenneth Woods Portfolio Management Program (KWPMP) is an investment training initiative that allows eight to 10 students to manage a $2.5-million portfolio every year.

Although the students—called fund managers—have control of the portfolio for the calendar year, there are measures in place to hold students and their investment decisions accountable. Each fund manager is responsible for a specific industrial sector, and they are tasked with all investments within that industry.

Reena Atanasiadis, the director of the KWPMP, described how various measures, such as setting guidelines and constraints, ensure the fund managers make investments based on ideals of sustainability while growing their discretionary portfolio.

Once every quarter (every three months), the fund managers must justify their decisions to a board of professionals who make up the program’s client committee. This committee ensures the managers are investing in a professional manner.

“That’s how it is in the industry,” Atanasiadis said. “It’s this way so that no mistakes are repeated […] We’re not just generating returns, but we’re also teaching responsible investing.”

 

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