When it comes to finance and investing, Wharton has a strong track-record with student-led experiential learning activities.


WHARTON IMPACT INVESTING PARTNERS

WIIP sources AND CONDUCTS DILIGENCE ON EARLY- AND EXPANSION-STAGE COMPANIES WITH INTENTIONAL SOCIAL OR ENVIRONMENTAL IMPACT

  • WIIP works with companies seeking from $50,000 to $1,000,000 across a range of sectors
  • 200-300 companies sourced per year, with full diligence performed on 10-15
  • Through a relationship with equity crowd-funding platform, OurCrowd, 4-6 companies completing the WIIP process intend to close on $2,000,000 to $6,000,000 in financing

wHARTON INVESTMENT MANAGEMENT FUND

WIMF IS A STUDENT-RUN EQUITY FUND WITH $1.9MM AUM

  • Approach is long-only, value-oriented investing
  • Primarily medium-to-long term holdings

FUND IS ACTIVELY MANAGED BY 12 WHARTON MBAs  

  • Assisted by wide bench of equity analysts and close partnerships with other Wharton-based investment activities

compounded annual returns of 13%

  • Compare to 7.9% for S&P500 over same time period

Both activities are fully housed within Wharton and are student-led