News

National investment firm D.A. Davidson & Co. has invited PSU business students to manage an account worth $50,000.

Graduate students in the School of Business Administration have a track record of investment success. For the past eight years they have managed a diversified stock portfolio that has consistently outperformed the Standard & Poor’s 500 Index.

The PSU student-managed portfolio was established in 1997 with a $50,000 initial investment by the Portland Society of Financial Analysts (now the Chartered Financial Analysts Society of Portland) and a $30,000 additional investment. The account is now valued at more than $160,000. Students taking the Investment Analysis and Portfolio Management class learn and apply principles of security analysis and portfolio management, with an earnings goal that meets or exceeds that of the S&P 500 Index—without exceeding a market level of risk.

Though the rules for the D.A. Davidson investment program are slightly different, the students’ approach will be the same: spreading investments over a variety of sectors, but with the added incentive that the University splits profits above five percent with D.A. Davidson, funds that will likely support scholarships for future business students. Portland State is one of 20 universities participating in the Davidson Student Investment program. For more information on the PSU student investment portfolio, visit www.psuportfolio.pdx.edu.