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Our Structure

The Student Investment Fund is structured as an aggregate of five distinct actively managed portfolio groups: large capitalization domestic equities, small capitalization domestic equities, international equities, fixed income, and commodities. The objective of each portfolio group is to achieve a long- term risk-adjusted return in excess of their respective benchmark index.

Each portfolio group will be benchmarked as follows:

  • Large Capitalization Domestic: S&P 500 Index
  • Small Capitalization Domestic: Russell 2000 Index
  • International Equities: FTSE All World Ex-US Index
  • Fixed Income & Commodities: Lehman Aggregate Bond Index Commodities and Rogers Commodity Index

structure