SustaInvest Timeline

  • Registration Period: November 17, 2008 to February 15, 2009
  • Declaration of the Finalists: March 1, 2009
  • Finalists Presentation to the Advisory Board: March 27 and March 28, 2009
  • Declaration of the Winners: March 28, 2009


Guidelines: Competition Rules and Portfolio Requirements

Students must SUBMIT a written description of a virtual portfolio worth $100,000 using sustainable investments. Students are allowed to choose any investments they prefer; however, they will need to defend their portfolio construction and its ability to balance performance and sustainability.

Submission Guidelines

  • Documents must be submitted in PDF format
  • Submissions must include a cover page listing Student Name, School Affiliation, Contact Email, and Registration Number
  • Pages must be numbered with Registration Number listed in the top right corner of every page
  • Document must contain executive summary limited to 1-page asset allocation summary and 1-page investment strategy summary
  • Total document must be less than 10 pages, double-spaced, 12 point font, Times New Roman font, with 1-inch margins
  • Appendices may be in addition to the 10-page limit, and must include supporting material, not additional text material.

Portfolios will be judged for an understanding of the interdependence among business, society and the environment for a competitive advantage.

Guidelines: Eligibility

SustaInvest is open to undergraduate or graduate students at any institution.

Resources

Please refer to the SustaInvest Learning Center as a starting point to integrate sustainability research and equity analysis.

Contestants will have access to periodic conference calls or web-based chat with investment professionals to discuss sustainable investment strategies.

SustaInvest does not limit participation by geographic limitations or affiliation. SustaInvest may be of particular interest to students pursuing and/or with an interest in finance, economics, venture capitalism, entrepreneurship, public policy, government, the natural and social sciences, or engineering.