The SMIF class has examined current market conditions and after extensively evaluating potential upcoming headwinds and tailwinds for the market, we have come to a consensus for key indicator projections for the close of Q2 2017. We are currently seeing an upward movement across all major U.S market indexes reaching new highs as investors adjust…

As of 11/16, the SMIF Portfolio is holding an asset allocation of 2.55% Cash, 11.87% Fixed Income, and 85.62% Equity. This asset allocation has been fairly in line with the tactical benchmark we set at the beginning of the semester  (87.5% Equity and 12.5% Fixed Income.) However, currently we have a larger than normal cash…

On Tuesday Nov. 15, the SMIF class had the pleasure of hearing some remarks from Susan Lattman, the CFO of Bed, Bath, & Beyond (BBBY). Lattman has been with BBBY for 20 years, having served in a variety of other positions before assuming the role of CFO & Treasurer in 2014. Before starting with BBBY…