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Fordham University

How Fordham University students won a competition with the help of Preqin data



Firm Type: Academic Institution
Asset Class: Multi
Use Case: Academic Research, Portfolio Building, ESG Analysis
Users: Professors and students
Product: Preqin Pro, Preqin Insights
Website: www.fordham.edu

As the data was not available through Google, Bloomberg Terminal, or Morningstar, we needed a professional database like Preqin. Your data was very helpful for us to construct our portfolio and the most comprehensive.
Meiyan Lu, MBA Student at the Gabelli School of Business, Fordham University

The Context: First place for Fordham University in the Total Impact Portfolio Challenge with the help of Preqin data

The Total Impact Portfolio Challenge (produced by the Wharton Social Impact Initiative and Total Impact) is an annual competition to equip students with the knowledge, skills, and experience to design and execute investment portfolios that maximize impact across asset classes. A team of students from Fordham University's Gabelli School of Business took part in the competition to build a diversified portfolio, using Preqin’s industry-leading data to curate the alternatives allocation. Meiyan Liu, Amanda Levine, and Yifei Zhang were Fordham University’s representatives in the challenge.

The Challenge: Balancing returns and positive impact

Tasked with meeting client impact and financial goals, the team were required to identify investment opportunities for a college endowment fund. This portfolio needed to be built for the long term, with a perpetual time horizon, and offer both good return prospects and reputable ESG commitments. The team was also given information on current asset size, return objectives, the spending policy, and general background on the endowment to assist in portfolio construction.

Fordham University’s students were competing against 48 teams from 27 schools, aiming to create the most attractive portfolio meeting the set criteria.
The ESG indicators really helped us in planning how we would talk about measurement, especially for the alternative funds, because I think its unique to be able to explain how you can measure impact.
Amanda Levine. MBA Student at the Gabelli School of Business, Fordham University

The Solution: A data-led selection process

The first stage of the competition involved writing an investment policy statement. Once this had been submitted, the team were required to put together a full portfolio, hitting certain criteria, along with certain financials and metrics incorporating ESG goals for impact. To construct a compliant and accurate portfolio, the team needed access to key information on alternative investment prospects, and that’s when they turned to Preqin.

Using Preqin Pro’s advanced search function, the team searched funds by their criteria, their strategies, and their performance. This enabled the students to narrow down opportunities based on annualized returns, IRR, management fees, performance fees, and maximum drawdowns.

Equipped with this information, the team were able to build a highly focused portfolio of 10 private funds. This evaluation process was conducted using Preqin’s league tables, so the team could get a sense for who the top performers were at the time. They also analyzed Preqin’s historic performance data from fund inception, then filtered by the key metrics so they could focus on the funds matching their criteria.
Having these materials was really valuable to us. Going into the real world, we can say, I designed a portfolio, I used these tools, and I’m able to do this going forward because I have this experience.
Amanda Levine. MBA Student at the Gabelli School of Business, Fordham University

The Result: Winning, experience, and perspective

After presenting their portfolio, it was announced the team from Fordham University took first place in the Total Impact Portfolio Challenge. With a highly data-led strategy, they were able to effectively compile a portfolio of opportunities that was financially lucrative with a positive impact.

Fordham’s portfolio successfully fulfilled the criteria, giving the students great experience and exposure to the world of alternatives. By winning this prestigious challenge with the support of Preqin data, Meiyan, Amanda, and Yifei developed key practical skills they'll be able to carry over when transitioning into their professional careers.
This was an opportunity for us to deeply explore this area, and gain experience in what we are learning about, to contribute to this industry in the future.
Yifei Zhang, MS Student at the Gabelli School of Business, Fordham University

Why Fordham University chose Preqin

  • Access to real-world data for professors to supplement their curriculum.
  • Preqin Pro's interactive tools and analytics equips students and encourages practical analysis across relevant alternative asset classes.
  • Preqin's ESG insights and analysis supports students by raising awareness around impact investing.

About Fordham University's Gabelli School of Business

The mission of The Gabelli School of Business is to inspire and empower positive global change, developing students into compassionate business leaders and supporting faculty and students in the ongoing generation of new knowledge.

With The Gabelli School’s MBA program ranked #50 by Poets&Quants, Fordham is one of the top places to study business in the United States and worldwide.
Find out how Preqin's data, tools and insights can help your firm unlock the potential of alternatives with a quick demo today.

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Vintners' Place
68 Upper Thames Street
London, EC4V 3BJ
United Kingdom

One Grand Central Place
60 E 42nd Street
Suite 630, New York
NY 10165, United States

One Finlayson Green,
#11-02 Singapore
049246

575 Market Street
Suite 2145
San Francisco, CA 94105
United States

Level 27,
Tokyo Sankei Building
1-7-2 Otemachi Chiyoda-ku
Tokyo 100-0004
Japan

North Tower
Emirates Financial Towers
Office 1302-B, 13th Floor
506532
United Arab Emirates

Room 1504, The Center
99 Queen's Road Central
Central, Hong Kong
China

Work Club Barangaroo
Suite 509
201 Kent Street, Sydney
NSW 2000
Australia

Pascor Drive
Sto. Niño
Parañaque City
Metro Manila 1700
Philippines

22F, Shun Tak Business Centre
246 Zhongshan Road 4
Guangzhou - 510000
China

45/1, Magrath Road
Richmond Town
Bengaluru
Karnataka 560025
India

Convene, Suite 305
311 W Monroe Street
Chicago, IL 60606