FMA Magazine 2021 - 2023

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2022 Performance Quarterly Portfolio Performance since Inception October 2017 - December 2022 2022 Monthly Portfolio Performance January 2022 - December 2022 Portfolio Value vs. Donations October 2017 - December 2022 74 FMA 2021-2023 MAGAZINE 2022 Performance Summary
Performance Analytics ASIF vs. S&P 500 Cumulative Return October 2017 - December 2022 ASIF S&P 500 RLV* 1-Yr Return 2-Yr Return** Since ASIF Inception** -20.98% 1.43% 8.25% -19.95% -2.72% 1.86% -2.86% 9.21% 4.08% *Russell 1000 Value Index **Annualized — Returns as of 12/31/22 2022 Risk-Adjusted Performance Measures As of 12/31/2022 Beta: 0.62 Sharpe Ratio: -2.54% Treynor's Measure: -0.69% Jensen's Alpha: -18.02% 3-Factor Alpha: -22.05% 4-Factor Alpha: -20.64% Information Ratio: -0.24% Sortino Measure: -2.91% 2022 Performance Summary FMA 2021-2023 MAGAZINE 75
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FMA 2021-2023 MAGAZINE 1
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FINANCIAL MANAGEMENT ASSOCIATION
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MESSAGE FROM THE DIRECTOR FROM THE
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MESSAGE FROM THE CO-PRESIDENTS CO-P
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We are involved ambassadors that co
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Corporate Headquarter Visits Bank o
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FMA RESOURCES ASIF hosts members of
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FMA RESOURCES OVERVIEW Since its in
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Work Hard... FMA 2021-2023 MAGAZINE
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FMA 2021-2023 MAGAZINE 19
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A LOOK AT OUR STUDENTS Rachel Turle
Page 23 and 24: One of the most rewarding aspects o
Page 25 and 26: A LOOK AT OUR STUDENTS A Birmingham
Page 27 and 28: A LOOK AT OUR STUDENTS FMA SAYS “
Page 29 and 30: FINANCIAL LAB After years of planni
Page 31 and 32: EXPANDED PROGRAMMING magazine’s p
Page 33 and 34: EXPANDED PROGRAMMING FMA 2021-2023
Page 35 and 36: In 2022, we hosted Stephen Davis, f
Page 37 and 38: Leadership Program PARTICIPATIONS F
Page 39 and 40: Leadership Program Highlight and pe
Page 41 and 42: FMA students represented FMA in eig
Page 43 and 44: CASE COMPETITIONS NICK While we are
Page 45 and 46: presentation, an absolutely great v
Page 47 and 48: INTEGRATED EARNINGS For the sixth y
Page 49 and 50: HARBERT’S SPRING GRADUATION MARSH
Page 51 and 52: AWARDS & SCHOLARSHIPS WESLEY LOWMAN
Page 53 and 54: RECOGNIZED FACULTY LEE COLQUITT REC
Page 55 and 56: ALUMNI RECOGNITION This year Yellow
Page 57 and 58: Through collaboration, support, and
Page 59 and 60: FMA 2021-2023 MAGAZINE 59
Page 61 and 62: 2022 FULL TIME PLACEMENTS AYCO - At
Page 63 and 64: MASTERS OF THE FUTURE JOHN TAPP COL
Page 65 and 66: Our Investment Team Meet the dedica
Page 67 and 68: Letter from the 2023-2024 CIO, Wesl
Page 69 and 70: 2021 Performance Quarterly Portfoli
Page 71 and 72: 2021 Investment Rationale 2021 mark
Page 73: ings reds Portfolio holdings As of
Page 77 and 78: 2022 Investment Rationale We also s
Page 79 and 80: model and Fund until position exit
Page 81 and 82: ALUMNI UPDATES Abigail Coleman ’2
Page 83 and 84: Drake Pooley ’16 graduated with a
Page 85 and 86: Joe Patching was promoted to risk a
Page 87 and 88: FROM CONCEPT TO CREATION We want to
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FMA Magazine 2021 - 2023

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