Accounting & Finance

Portfolio Management


Business Administration Department Chair Dave Marvin discusses the Portfolio Management Class

Mission Statement

"The mission of the student-managed portfolio class at Illinois Wesleyan University is to provide an opportunity for interested students to gain hands-on experience as money managers and to generate sufficient returns on the portfolio to provide at least one scholarship for an IWU student each year.  In pursuing this mission, student managers bear in mind at all times that their decisions must be consistent with the general investment policies of Illinois Wesleyan University’s Board of Trustees, and that they must place special emphasis on firms with high ethical standards and a strong sense of social responsibility."


Student managers are responsible for carrying out investment objectives set by a client board, headed by an IWU Trustee. As they conduct their analyses and make their recommendations, students are guided by a faculty member in the Division of Accounting and Financial Services, who establishes a schedule, advises students on research methodologies and materials, and evaluates students’ work.

Portfolio History

In the fall of 1992, students at Illinois Wesleyan University were privileged to receive two generous donations which, when pooled, provided initial investment capital of $150,000 to begin an IWU student-managed portfolio class. One donor is an alumnus of the university, with a long-standing interest in introducing students to the investment world. The other donor is a friend of the university, yet someone who has never been on the IWU campus. In his eighties, his donor--a friend and a colleague of an IWU alumnus in Savannah, Georgia--succeeded in turning his modest savings from a job as a bookkeeper into substantial wealth by the time he retired. The purpose of his gift to IWU was to enable students to learn about investments earlier in life than he was able to learn himself.  The first student-managed portfolio class met during the spring term of 1993.

Today, the value of the student-managed portfolio is in excess of $2,000,000.


Client Board