Semi-annual Portfolio Performance Reports are available by request, by emailing rzf@utk.edu
Our top-down wealth management portfolios use a weighted average of the S&P 500 and Barclays U.S. Aggregate Bond Indices as their primary benchmark. Our bottom-up value investing portfolio uses the Russell 3000 Value Index as its primary benchmark. Students’ individual performance is evaluated through instructor and peer assessments of their individual contributions.
Investment Banking
BNP Paribas, JPM, Lazard, Wells Fargo
Investing
Alliance Bernstein, BTIG, Fidelity, Merrill Lynch
Corporate Finance
Disney, Eastman, Intel, Raytheon
Consulting
Accenture, Deloitte, McKinsey, PwC
Graduate School
Duke, Indiana, MIT, Vanderbilt


