The Oxcel Endowment and Socially Responsible Investing Case Solution & Answer

This Case is about FINANCIAL MANAGEMENT

PUBLICATION DATE: September 06, 2011 PRODUCT #: UV5664-PDF-ENG

School trustees are contemplating investing some of the endowment in a socially responsible investment fund. The inferior functionality of the endowment as well as recent market events has caused the trustees to challenge their choices about the supervisors employed by the endowment as well as the policies and procedures of the endowment. The board analyzes yield data for three investment funds, to assist together with the choice.

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