Integration of ESG Metrics into a Student-Managed Fund: Creating Sustainable Student-Managed Funds

Abstract

In this article, the authors evaluate a student-managed fund, Bryant University’s Archway Investment Fund (AIF), from an environmental, social, and governance (ESG) perspective and develop a framework for integration of ESG metrics for the fund. The authors explain why ESG issues are especially relevant to a student-managed fund and describe efforts to move the AIF toward becoming ESG conscious. ESG integration begins with the ESG assessment of the fund holdings followed by an analysis of each sector of the fund. They then offer several ways to improve the ESG standing of each sector compared with various benchmarks.

TOPICS: ESG investing, statistical methods