This was the first document on the financial ramifications of EI that we got back from the University's financial advisors. It outlines research into three areas: negative screening, best in class inclusion criteria, and tilting. We were deeply dissatisfied with this document, as its research into the first two options presented was scant, with a heavy emphasis on the third option, which we thought was deeply insufficient for a number of reasons. It's worth reading, however, for an understanding of the kind of report a campaign might be likely to recieve.

Report from Investment Advisors (pdf)

Back to Resource Pool

Community content is available under CC-BY-SA unless otherwise noted.