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The Standard Life - HEC Montréal Fund honoured at the 8th RISE Forum

April 8, 2008

The Standard Life – HEC Montréal Fund team of BBA and Msc in Management students took first place at the 8th Redefining Investment Strategy Education (RISE) Forum, in the graduate student portfolio category. The annual competition, organized by Dayton University in partnership with the United Nations Global Compact program, featured participants from over 200 universities in 65 countries this year. The HEC Montréal victory is all the more impressive in that the competition is among the most prestigious of its kind, bringing together representatives of the business world.

An annual 10.83% return in the international category

The portfolios, categorized by type (growth, value, bonds, blend or international), were evaluated on the basis of their performance and risk by Morningstar, an independent investment fund research firm. The Standard Life – HEC Montréal Fund owes its victory to some excellent results: the fund came in first in the international category, with a 10.83% annual return, widely surpassing the benchmark index of 3.77%.

Second-largest student fund in Canada

Created in 1999 with a $2 million donation from Standard Life, the Standard Life – HEC Montréal Fund now has a market value of nearly $4 million, making it the second-largest student fund in Canada.

The fund invests exclusively in shares of Canadian companies listed on the Toronto Exchange and in Canadian government and corporate bonds. The students on the management committee act as portfolio analysts and managers. The management committee reports to a team made up of Martin Boyer and Nicolas Papageorgiou, Director and Associate Professor in the Department of Finance, respectively, who oversee and supervise the students, a Standard Life representative and two representatives of Standard Life Investments.

The Standard Life – HEC Montréal fund took third place in the 7th RISE Forum.


Left-hand row (top to bottom): Raphael Lambin, Philippe Cournoyer-Proteau, Matthieu Robillard, Marie-Claude Guérin and Geneviève Maurel.

Right-hand row (top to bottom): Louis-Philippe Drouin, Luc Gosselin, Laurent Marien, François-Michel Sztuke, Joel Kaczor and Geneviève Pellerin-Lemonde.


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