For the group project, your group needs to create a portfolio of $20-30$ investments $($stocks$,$ ETFs, bonds$)$ for an

investor with a responsible investing mandate to present to their investment committee. A comparison to at least

$2$ existing investment products $($mutual funds or ETFs$)$ will lead to an analysis and discussion of the superiority

of the group$$s portfolio recommendation for the investor.

It is suggested that the investor be an endowment or foundation with a very long$-$term investment horizon and

goals that would be consistent with choosing a responsible investing mandate. The portfolio may represent part

of their overall portfolio. It may be a specific equity or fixed income style portfolio $($growth$,$ value, small or

large cap, or corporate bonds or alternatives$)$ and not the whole portfolio.

There are two main deliverables for the project: a presentation and a report. In addition, all members of the

group will also need to complete group member evaluations