Total Impact Portfolio Challenge

How it Works

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?

 

2019

August 15
September 30
October 15

Applications open
Round 1 application deadline
Round 2 participants announced

 

2020

March 1
March 25
April

Complete portfolios due
Finalists announced
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.

 

What people are saying

Students who are interested in impact investing in any shape, way, or form should definitely apply to this program. This is going to give you the best direct opportunity to actually engage in a process that will be similar to what you’re doing once you’ve graduated. I highly recommend this if you have any interest in impact investing from either the private side or the public side. It brings it all together, and it puts you in a role where you’re a decision maker and able to implement a strategy that makes sense for the client and at the same time bring your skills to deliver the best possible outcome.
— Marc Tannous, Columbia University School of International and Public Affairs

The Total Impact Portfolio Challenge has been an amazing opportunity for us to go above and beyond our normal curriculum and really dig deep and learn more about impact investing and the benefits and the challenges all within that. The challenge has given us some great resources that we wouldn’t have had otherwise.
— Maura Kalil, University of Vermont Grossman School of Business

 

Ready to get started? Need more info?