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Asset and Investment Management

The Bentley Investment Group (BIG) is a student organization that is responsible for managing a portion of the university’s endowment. This student-managed portfolio gives Bentley students the opportunity to make real investment decisions. BIG is open to and has members from a variety of majors and provides students with the experience of working in a team environment and making group decisions.

Founded in , with an original allocation of $, from the Board of Trustees, the original 24 members of BIG worked hard to establish the framework for this new educational concept. Throughout the years, BIG has grown by leaps and bounds, implementing new strategies and reforming internal processes.

BIG has established guidelines and procedures for more efficient presentations and stock valuations, as well as a more efficient decision-making process.

The group has its funds allocated to several equities across six industries. Because of correlation among certain industry groups, BIG combined technology with telecom and materials with industrials. The group also added real estate into the conglomeration. The intuitive diversification they implemented plays an important risk hedging measure that the group has taken.

Though the academic calendar does not stretch the length of a full year, the investment group operates year-round. Over the summer, BIG meets bi-weekly through online conferences. At the meetings, they cover stop-losses (another risk hedge) and discuss market direction in order to prepare more for the various market trends. Those in attendance of these meetings include the Executive Board and a few individuals whose eagerness to assist the portfolio’s undertakings far exceeded the limitations of the academic year.

BIG’s Mission Statement:

The goal of the Bentley Investment Group is to provide undergraduate students the investment management duties to a portion of the Bentley University endowment. The group’s goals are to achieve capital appreciation of the portfolio, while providing an educational experience to each member. The group should be open to all members of the Bentley community and maintain its classification as a student-run organization with no control or unprompted intervention from a third party.

Strategy:

The Bentley Investment Group seeks to run an equity fund focusing on investment exposure to small, mid, or large capitalization companies that conduct business on a global scale.

BIG takes a two-prong approach to running the fund, focusing on education and capital appreciation. BIG educates the membership on investment vehicles, thereby retaining more knowledgeable members, who go on to contribute to the investment process of the fund.

Using an active fundamental investment approach, the Bentley Investment Group aims to add value to the investment process by making active decisions in sectors and individual securities. Therefore, security selection is a key driver for returns. BIG allocates assets by using the experience and analytical expertise of all members. By utilizing a predominantly top-down investing approach, BIG is able to allocate into various sectors that the group sees as the most efficient diversification of the Fund.

The fund’s assets are divided using the benchmark’s sector weightings as a guideline. The stated weightings are discussed by the membership, and deviations are decided upon. Reallocation to match desired weightings takes place on a weekly basis.

At Strategic, we are dedicated to the pursuit of investment excellence to help our clients achieve their objectives. Since our founding in , we have understood the value of diversity, and to that end, we have assembled a diverse team of professionals with vast and varied experience devoted to servicing our clients’ needs. As pioneers in the Outsourced CIO (OCIO) industry, we combine a depth of knowledge and a spirit of innovation that together make us a global leader in our field.

We put our clients first, customizing solutions and helping them to achieve their long-term goals. And we are inspired by them, and their varied missions: to educate the young, care for the sick, provide a secure retirement, and make the world a better place. Our clients’ success is our success.

We invite you to explore these pages and discover how Strategic might help you achieve your investment goals, and free you to focus on your core objectives.

Strategic Thinking. Inspired Investing. This is the spirit that drives us every day to reach for greater heights on behalf of our clients.

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AUM, performance, and client count are as of September 30, Staff count is as of October 1,

Once we own a particular portfolio company or asset, we monitor material ESG issues and assess opportunities to generate value from ESG initiatives and growth markets. We support portfolio companies to both evaluate ESG issues related to their businesses and develop their own internal capacity to manage these issues and opportunities, if not already in place. Our goal is to provide distinct resources that allow portfolio companies to develop ESG and impact approaches beyond what they may have otherwise: capital injections to upgrade equipment and advance R&D, support from our dedicated internal ESG professionals, connections to leading experts in ESG issues in their sector, institutional knowledge of best practices and reporting, and the leverage of other firm resources including cross-portfolio collaboration between our companies. ESG data is a core tool we use during the investment period to drive value – we track ESG key performance indicators (KPIs) across our investments for issues which are systemically important (such as diversity of boards and management teams), and several of our larger funds also track bespoke, material ESG KPIs for each controlled portfolio company. You can read more about our approach to ESG data here.