Our Model | Educational Programs | Mentoring Initiative | Research Teams | Investment Fund

The ultimate goal of SWS is to educate women about investing and the financial markets. Thus, SWS encourages real-life investment experiences for students.  In the SWS model, Research Teams led by students conduct research within various industries and make investment recommendations to a student-run Investment Board at each chapter. The Investment Board reviews all stock reports, discusses stock pitches, and ultimately makes a decision for the chapter's Investment Fund. The SWS “learning-by-doing” model serves to educate students about investing by giving them a hands-on opportunity to manage a portfolio. 

To invest in the market, SWS chapters receive donations from individuals and corporate partners who want to help women learn about investing and financial responsibility. Using this capital, students at each chapter conduct their own research, create reports, and ultimately make investment decisions.

SWS investment funds are independently overseen by student leaders at each chapter, who assume all responsibility for managing the fund.

attributes of SWS Investment Funds

The following recommendations are made to all chapter-led investment funds by the SWS Board of Directors, but funds may vary depending on college chapter.

• Focus on domestic U.S. equities, with a one-year outlook
• All investment decisions are made solely by students
• All returns from the SWS Investment funds will either be reinvested in the fund, allocated to cover operational expenses, or donated to a 501c3 public charity
• No students or contributors may profit from the fund