The Bentley Investment Group (BIG) is a student organization that is responsible for managing a portion of Bentley University's endowment. The fund originated in 1997, with an original allocation of $250,000 and has grown to more than $1.1mm AUM under the group's financial decisions. The group’s goals are to achieve capital appreciation of the portfolio, while providing an educational experience to each member. The Bentley Investment Group seeks to run as an equity fund focusing on investment exposure to intermediate and large capitalization companies that conduct business on a global scale. In addition, funds are allocated across six industries. Using an active fundamental investment approach, the Bentley Investment Group aims to add value to the investment process by making active decisions in sectors and individual securities.



Investment Management

Bentley Investment Group

Bentley Investment Group's headquarters in Waltham, United States

This department focuses on analyzing trends and data within the energy sector to support strategic decision-making.

Energy Sector Analysis

The Analysts Team at Bentley Investment Group is responsible for conducting in-depth research and analysis on various market sectors to identify investment opportunities. Each member specializes in a specific sector, such as technology, healthcare, or financials, and uses fundamental analysis to recommend equity investments. Their role is to support the group's goal of achieving capital appreciation for Bentley University's endowment by making informed and strategic investment decisions.

Analysts Team

This department oversees and manages diverse investment portfolios across various sectors, ensuring optimal allocation and performance.

Portfolio Management

This department focuses on interpreting complex datasets to support decision-making and strategic initiatives.

Data Analysis

The Portfolio Management Team at Bentley Investment Group is responsible for overseeing the investment strategy, asset allocation, and performance monitoring of the fund's portfolio. Each member specializes in a specific industry sector, such as materials and industrials, financials and real estate, or information technology, and makes informed decisions to manage and rebalance sector-specific investments. Their goal is to achieve capital appreciation while providing educational experiences to team members through hands-on portfolio management and active fundamental analysis.

Portfolio Management Team

This department manages and supports the engagement and participation of members within the organization.

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People (6)

Jobs (0)

Other teams

Analysts Team

Portfolio Management

Data Analysis

Portfolio Management Team

Membership Services

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People (6)

Jobs (0)

Other teams

Analysts Team

Portfolio Management

Data Analysis

Portfolio Management Team

Membership Services

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