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TROSTLE INVESTMENT PORTFOLIO

The Trostle Investment Portfolio (TIP) is a student-managed investment fund designed to provide Elizabethtown College students a real-world experience in the management of an investment company. Students create and manage a diversified portfolio of stocks that maximizes long-term expected returns with acceptable risk.

Investment Committee

The TIP Investment Committee is comprised of students enrolled in BA424 Investments and BA37X Student Managed Investment Portfolio and the faculty for the courses. The chair of the Department of Business is a permanent, ex officio, member of the committee.

The Committee monitors the Portfolio’s performance by comparison to appropriate equity market indices, and/or with mutual funds having similar objectives. The Committee monitors and reviews, at least on a quarterly basis, the overall Portfolio investment progress and allocation decisions.

The Committee reports the results of the policy’s implementation to the Investment Committee of the Board of Trustees of the College and the faculty of the Department of Business on a regular basis.

Established in August 2007, TIP is named in honor of Dr. Randy Trostle, Emeritus Associate Professor of Finance.


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