What is the Total Impact Portfolio Challenge?
Total Impact Portfolio Challenge is an annual competition to equip students with the knowledge, skills, and experience to design and execute investment portfolios that maximize impact across asset classes.
What are the important dates I should know?
Round 1 application deadline
Round 2 participants announced
Complete portfolios due
Final presentation and evaluation
What are the steps involved to compete?
STEP 1: FORM A TEAM +
Form a team of 3-5 students* to work together to construct your portfolio.
STEP 2: ACCEPT INVITATION TO ONLINE LEARNING MANAGEMENT SYSTEM (CANVAS) +
If you are accepted into the TIPC program, you’ll be invited to join our online TIPC platform Canvas. Canvas will provide various resources to help guide your TIPC experience. This includes informational videos, webinars, school resources, and access to various data sets.
STEP 3: CREATE THE FIRST DRAFT OF YOUR PORTFOLIO RECOMMENDATIONS +
Once you’re invited to join the program, you’ll receive a detailed institutional investor profile You’ll need to respond with your strategy for allocating their assets, in line with their risk profiles, return expectations, and their specific issue areas and values. You will be provided with resources and tools to help you look for investment opportunities across asset classes.
STEP 4: REFINE AND REPORT YOUR PORTFOLIO +
Work with Total Impact Portfolio Challenge program advisors to refine your asset allocation strategy. Use your chosen tools and metrics to measure and report the financial and social impact performance of your portfolio. Students are welcome to develop their proprietary tool to supplement existing industry tools and frameworks.
STEP 5: SUBMIT FOR JUDGING +
Submit your final portfolio and your rationale narrative for review by expert judges.
STEP 6: JOIN US IN PHILADELPHIA FOR THE FINALS +
Finalist teams will be selected to present their portfolios and their selection rationale to a group of expert judges at the Total Impact conference in Philadelphia in April 2020.