We are excited to see what the finance clubs are able to find through their analysis of real retail investment portfolios
Waltham, MA (PRWEB) September 11, 2014
PeakFolio is a financial technology company headquartered in Boston, MA that empowers retail investors to make more informed investment decisions and increase the likelihood they will achieve their investment goals. Peakfolio’s founding company, The GL Group, has a 10-year track record of advocating for retail consumers; an endeavor that began through assisting graduate students make better decisions with respect to their educational loans and through providing advisory services on the management of those loans. It was a natural extension for the Company to expand its retail consumer advocacy beyond assistance with liabilities and to provide a resource to better inform the management of assets as well. To that end, PeakFolio was created to offer the kind of price and performance transparency that allows consumers to better navigate opaque and complicated financial markets.
PeakFolio is excited to announce the $25,000 Finance Club Challenge. The Finance Club Challenge is an opportunity for investment clubs to set themselves apart from peer clubs at other universities by demonstrating superior abilities in analyzing key elements of portfolio construction.
“We believe that given accurate information and true transparency investors will make better decisions about their investment options. We are excited to see what the finance clubs are able to find through their analysis of real retail investment portfolios,” offered John Lewis, the President of PeakFolio.
Who may enter the Finance Club contest? Work must be completed by a finance club consisting solely of registered undergraduates at an accredited United States College or University. The submission may be supervised by that club’s faculty sponsor. If no club exists, students may submit a contest entry under the guidance of a finance professor. Clubs must use the PeakFolio website to enter their portfolio online. The portfolio must meet size and composition parameters but clubs may instead request that PeakFolio provide them with a sample portfolio to analyze. The winner will be announced December 8, 2015. A complete list of rules can be found here. For more information please contact: ClubChallenge(at)peakfolio(dot)com.
PeakFolio, LLC was founded in 2014 and was incubated by the GL Group. The GL Group was founded in 2003, by a group of students at Harvard Business School who saw an opportunity to bring clarity and improve the financial decisions being made by student loan borrowers. Very similar to the investment marketplace, the student loan marketplace often challenged consumers to make important decisions with limited transparency and the lack of an independent advocate. GL launched a free online resource to help professional graduate’s better decisions regarding their student loan debt. While working with over 100,000 graduates from top graduate programs, GL provided advice and support to those seeking assistance with their debt and other financial matters. Today, PeakFolio believes that given accurate information, true transparency, and the right questions to ask their Investment Advisors, investors will make better decisions about their investment options. Our Mission is to level the playing field between investors and investment advisors. We advocate for investors by analyzing investment portfolios with a focus on assessing risk and quantifying fees. To learn more about PeakFolio visit http://peakfolio.com/about.html or contact us at 781.547.4102 AND info(at)peakfolio(dot)com