TVA Investment Challenge

Started in 1998, the TVA Investment Challenge Program (ICP) is a generous educational opportunity to fund student investment groups at 25 universities within TVA’s service region. It is an innovative and unique partnership designed to give students real-world
experience in portfolio management. Funds for the program have been allocated from TVA’s Nuclear Decommissioning Trust Fund as part of the process of diversifying the financial management of the Fund. TVA has committed over $10.1 million to the program with each of the universities now managing an equity portfolio worth over $500,000. Besides giving student teams hands-on portfolio management experience, they also compete on behalf of their schools for monetary prizes awarded on the basis of portfolio performance. The program provides UAH students with a phenomenal educational opportunity that is not replicable in an ordinary classroom environment.

The UAH Capital Management Group (CMG) is the student-run investment management team at UAH. The team consists of 9-10 students selected by the Faculty Advisor. The CMG class meets in the Spring semester (January to May) to evaluate and restructure the portfolio. The Faculty Advisor is Dr. John Burnett and the Faculty Consultant is Dr. Dorla Evans.

The Investment Challenge Program is an important part of TVA’s economic development mission. It nurtures the educational infrastructure that is vital to the Valley’s continued growth, and it provides invaluable training for the future business leaders of the region. For more information on the TVA Investment Challenge Program, click here.