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The Oxcel Endowment and Socially Responsible Investing
Evans, Richard B. Case F-1659 / Published September 6, 2011 / 6 pages. Collection: Darden School of Business
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College trustees are considering investing a portion of the endowment in a socially responsible investment fund. Recent market events and the poor performance of the endowment have caused the trustees to question their decisions regarding the managers employed by the endowment and the policies and procedures of the endowment itself. To help with the decision, the board examines return data for three investment funds.




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  • Overview

    College trustees are considering investing a portion of the endowment in a socially responsible investment fund. Recent market events and the poor performance of the endowment have caused the trustees to question their decisions regarding the managers employed by the endowment and the policies and procedures of the endowment itself. To help with the decision, the board examines return data for three investment funds.

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