Investment Presentations — Can You Tell a Story?
Know your client
Who is the client, and what decision should this presentation help them make?
What is a SMIF?
A student-managed investment fund connects real capital, delegated authority, and accountability.
What makes your fund different?
Explore the combination of scale, portfolio breadth, sustainability, student discretion, and a client-defined mandate at BEAM and SIAS.
What does your audience care about?
Choose the evidence that answers the audience’s questions about results, risk, process, and accountability.
How does your methodology add value?
Fundamental Law of Active Management
IR = IC × √BR
| Dimension | Macro-driven asset allocation | Stock and bond selection |
|---|---|---|
| Forecast required | Market-relative returns, including timing | Security-relative returns |
| Potential breadth | A few asset-class tilts, often driven by one economic view | Many opportunities across issuers and securities |
| Evidence of skill | Forecasts recorded before outcomes, including implementation timing | Repeatable research signals tested against subsequent relative returns |
| Main trap | A persuasive economic narrative mistaken for an investment edge | Many holdings mistaken for many independent bets |
Consistency of Style
Portfolio Characteristics
| Characteristic | Our Fund | Benchmark |
|---|---|---|
| P/E Ratio | 18.8 | 16.5 |
| P/B Ratio | 1.6 | 1.7 |
| Dividend rate | 2.40% | 2.60% |
| ROE | 19% | 15% |
| 5-year growth rate | 7% | 5% |
| EPS growth forecast 1-yr | 6% | 4% |
What are the style tilts?
Portfolio Correlations
Can you guess the style by how it compares to XCG, XCV, and XIC?Where does AI fit?
Compliance
Which information and tools are approved, and who reviews the output?
Timeliness
Where can AI shorten the preparation cycle while keeping the evidence current?
Resources
Which tasks need investment judgment, and which can be supported by automation?