Bard MBA in Sustainability Team Wins 2022 Total Impact Portfolio Challenge

A team of graduate students from the Bard MBA in Sustainability program won this year’s Total Impact Portfolio Challenge (TIPC). Now in its fourth year, TIPC is a yearlong, graduate student impact investing competition produced in collaboration with Wharton Social Impact Initiative and SOCAP Global. Students gain knowledge and experience in designing investment portfolios that embed impact into overall strategic asset allocation. Of the four finalist teams, two were from Bard’s MBA program. Bard graduate students Michael Amoroso MBA ’22, Emma Chandler MBA ’23, and Ashbel Soto MBA ’24 won the competition with a portfolio that aimed to achieve “maximum returns and maximum measurable impact in alignment with our client’s goals and values and our mission to lead the change towards shared well-being on a healthy planet.”
 
“Our approach was to seek out broad diversification across asset classes and objectives that would allow us to advance the client’s goal to help mitigate climate change,” said the Bard team. This included investing in funds that advance solutions and the just transition to a low-carbon economy. Since our client is a mission-driven educational institution, we also felt it was important to consider how the community could participate from an active ownership perspective, and for students, how this could aid learning and career advancement opportunities.”
 
They added, “To achieve the greatest impact, we took into consideration that environmental and social equity issues are inextricably linked, focused on measurable impact that can be transparently shared and reported, and leveraged engagement as a tool for driving change.”

Post Date: 06-21-2022