Cranfield

Finance Society

OUR
MISSION 

 

"The goal of the Finance Society is to develop a platform that is open to students of all disciplines at Cranfield University, allowing them to learn from each other and develop a better understanding of the financial industry and of finance as a whole."

EVENTS

Discover what we do

Campaign Pitch

REGULAR EVENTS

Papers

INVESTMENT MEETINGS

We host workshops, presentations and panel discussions with Finance professionals to offer insights on diverse fields:​

Our Investment group hosts weekly meetings to pitch new ideas for our Funds. These contribute greatly to expand the knowledge of our members about Financial Markets and Investing. 

  • INVESTMENT BANKING

  • FUND MANAGEMENT

  • TRADING

  • CAREER ADVICE

FUND MANAGEMENT

2 Portfolios - 2 Different Strategies

Our Investment Group works with two portfolios: Equity Fund & Multi-Asset Fund.

Investments are managed by                                         , who host weekly meetings to pitch new ideas based on their research and current economic landscape. A great learning curve for the future.

Equity
Fund

Investment Strategy

Opportunistic investment style. While we try to exploit both long and short opportunities, the portfolio is an Equity long-bias fund. 

Investment Universe

Equities-only without a regional or sector focus.

Asset Allocation

We invest in up to 20 stocks in total with equal weightings. Thus rebalancing takes place on a regular basis if necessary. We do not hedge currency translations, instead we incorporate that aspect into the selection of our investments.

L_S Fund logo.png
Multi-Asset
Fund
Mulit-Asset Logo.png

Investment Strategy

This fund invests in both equities and fixed income. However, the focus is on equities. Fixed income can be seen as a complement.

Investment Universe

Equities and fixed income without a regional or sector focus.

Asset Allocation

We invest in up to 20 stocks and fixed income products in total with equal weightings. Thus rebalancing takes place on a regular basis if necessary. We do not hedge currency translations, instead we incorporate that aspect into the selection of our investments.