The Tennessee Valley Authority’s Investment Challenge is a unique, innovative partnership between TVA and 25 universities in its service territory that provides a real-world learning experience in portfolio management. Students at UT actively manage a portfolio of common stocks by conducting fundamental investment research on individual businesses and are held to similar guidelines as TVA’s professional money managers.
As of June 30, 2016, UT students managed a portfolio of over $400,000 on behalf of the Tennessee Valley Authority. The managed funds are a part of TVA’s Asset Retirement Trust Fund, which was established in 1996 to meet the financial obligations of decommissioning the agency’s non-nuclear power units.
In addition to real world experience, UT students engage in competition with teams from other participating universities and are competing for prizes awarded by TVA on the basis of performance. Since its inception in 1998, the University of Tennessee has been awarded over $115,000 in prize money.
Students are selected in both the spring and fall semesters based upon the applications they submit. In order to apply, students must have completed Finance 301 with a C or better and have a GPA of 3.0 or higher in all upper-division business courses. In addition, students must submit the following.
A letter indicating a desire to participate in the TVA Investment Challenge. The letter should include the student’s current GPA.
A brief one-page discussion of the student’s background and why they should be selected as a portfolio manager.
Though not required, students may also submit a letter of recommendation along with their application. Applications are submitted to the staff in the Masters Investment Learning Center (HBB 201) and are generally due by April 1 during the spring semester and November 1 during the fall semester.
Currently, the faculty advisor is Mr. Darren Williams, CFA. For questions about the program, you can contact Mr. Williams at email@example.com.
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The flagship campus of the University of Tennessee System