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Bentley Investment Group

The Bentley Investment Group (BIG) is a student organization that is responsible for managing a portion of the university’s endowment. This student-managed portfolio gives Bentley students the opportunity to make real investment decisions. BIG is open to and has members from a variety of majors and provides students with the experience of working in a team environment and making group decisions.

Founded in 1997, with an original allocation of $250,000 from the Board of Trustees, the original 24 members of BIG worked hard to establish the framework for this new educational concept. Throughout the years, BIG has grown by leaps and bounds, implementing new strategies and reforming internal processes.

How it Works

Actively Managed

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.

Multiple Sectors

The group has its funds allocated to several equities across six industries including technology, real estate and energy. 

Stock Pitches

Groups of students representing the various sectors research investment opportunities and pitch them to the larger group who decides which stocks make it into the portfolio. 

Managing a Portfolio of Millions

Through the Bentley Investment Group (BIG), undergraduate students investment a portion of the university's endowment. The group’s goals are to achieve capital appreciation of the portfolio, while providing an educational experience to each member. The group is open to all members of the Bentley community and maintains its classification as a student-run organization. See how the group prepares students for career success.  

Photo of Riley Carr
Getting up on stage and having the confidence to talk about a company, and talk about high-level finance concepts in front of intelligent people as a college student is a huge learning experience.
Riley Carr
Bentley Investment Group Member

By the Numbers

1,000

Active Group Members

$2.5M

Assets Under Management

6

Investment Sectors

Male student at Trading Room Terminal

Sustainable Investment Group

Part of the larger Bentley Investment Group, the Bentley Sustainable Investment Group (BSIG) was founded in 2019 and follows sustainable, responsible, and impact investing (SRI) strategies. SRI is an investment discipline that considers environmental, social, and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. The growth of sustainability is shaping the way businesses operate and thus impacting the way we invest. The goal of the BSIG is to capitalize on this approach to investing and drive ESG in all aspects of the investment process.