2019 - 2021 FMA Magazine

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2020 PERFORMANCE SUMMARY 2020 Performance Quarterly Portfolio Performance since Inception: October 2017 - December 2020 2020 Monthly Portfolio Performance: January 2020 - December 2020 Portfolio Value vs. Donations: October 2017 - December 2020 68 FMA 2019-2021 MAGAZINE
2020 PERFORMANCE SUMMARY 2020 Performance Analytics ASIF Single Equity vs. S&P 500 Cumulative Return: October 2017 - December 2020 Risk-Adjusted Performance Measures: As of 12/31/2020 • Beta - 0.78 • Sharpe Ratio - 109.54% • Treynor’s Measure - 21.36% • Jensen’s Alpha - 4.15% • 3-Factor Alpha - 4.38% • 4-Factor Alpha - 5.49% • Information Ratio - 54.05% • Sortino Measure - 99.84% Value-at-Risk: 95% Confidence Interval Note: analysis of 2 standard deviations yields upside potential of 9.16% and downside risk of -6.25% FMA 2019-2021 MAGAZINE 69
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2019-2021 FMA 2019-2021 MAGAZINE 1
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FINANCIAL MANAGEMENT ASSOCIATION
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FROM THE IFLP DESK MESSAGE FROM THE
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MESSAGE FROM THE PRESIDENT PRESIDEN
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We are involved ambassadors that co
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Corporate Headquarter Visits Bank o
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FMA RESOURCES ASIF hosts members of
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FMA RESOURCES OVERVIEW Since its in
Page 17 and 18: Work Hard... FMA Big Event voluntee
Page 19 and 20: FMA 2019-2021 MAGAZINE 19
Page 21 and 22: A LOOK AT OUR STUDENTS NADINE MOUSA
Page 23 and 24: A LOOK AT OUR STUDENTS KATIE LEONE
Page 25 and 26: A LOOK AT OUR STUDENTS Auburn was r
Page 27 and 28: A LOOK AT OUR STUDENTS HANNAH VINES
Page 29 and 30: EXPANDED PROGRAMMING FMA 2019-2021
Page 31 and 32: EXPANDED PROGRAMMING FMA 2019-2021
Page 33 and 34: Leadership Program PARTICIPATIONS F
Page 35 and 36: Leadership Program Highlight Tracy
Page 37 and 38: FMA students represented FMA in fiv
Page 39 and 40: CASE COMPETITIONS the United Kingdo
Page 41 and 42: INTEGRATED EARNINGS For the fourth
Page 43 and 44: AWARDS & SCHOLARSHIPS FMA PRESIDENT
Page 45 and 46: AWARDS & SCHOLARSHIPS Emily Mills,
Page 47 and 48: RECOGNIZED RESEARCH ALBERT WANG The
Page 49 and 50: EXECUTIVE RECOGNITION In 2019, Chri
Page 51 and 52: Through collaboration, support, and
Page 53 and 54: was Auburn FMA’s first corporate
Page 55 and 56: The Spiwak Family hosted the FMA gr
Page 57 and 58: 2020 FULL TIME AND INTERNSHIPS Amer
Page 59 and 60: LAUREN SPIWAK HARVARD LAW SCHOOL Ev
Page 61 and 62: PERFORMANCE SUMMARY Our 2021 Invest
Page 63 and 64: Letter from ASIF 2019-2020 CIO, JEN
Page 65 and 66: 2019 Investment Reasoning 2019-2020
Page 67: PORTFOLIO HOLDINGS As of December 3
Page 71 and 72: 2020 Investment Rationale 2020 Inve
Page 73 and 74: while sector updates model and Fund
Page 75 and 76: ALUMNI UPDATES Angel Snider ’20 m
Page 77 and 78: Bailey Sullivan ‘19 joined The Ca
Page 79 and 80: 5 YEARS OF RETURNS We want to thank
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2019 - 2021 FMA Magazine

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