ganooa1 OLD|Aalto Investment Management Game (Spring 2020) Jan 2020

The fund is designed to work on the principles of the Design Value Index (DVI) created by the Design Management Institute (DMI), with a few alterations based on our interests. According to the DMI, the DVI Index, has over the course of 10 years (2005 to 2015), outperformed the S&P 500 Index by 211%. “The DVI Index constitutes of 16 publicly traded US companies who are considered to be ‘design centric’ based on a criteria that reflects the best practices in design management (Rae, 2016). The index already includes companies that are operating in various, different industries; however, for our fund, we have chosen 13 out of the 16 companies by 3 major industries: Technology, Retail, and Manufacturing. The fund shall invest 30% into each of the following industries, and 10% into national bonds. The 10% invested into national bonds is designed to make the fund even more risk durable. Some of the companies included in this fund are: Apple, IBM, Coca-Cola, Procter & Gamble, and Ford. The 5 largest investments of this fund, by US Dollar value are in: • US Treasury Bond (TLT) • Apple Inc. • IBM • Intuit • Ford Motor Company The fund is passively managed, with low expenses, and minimized net tracking error and shall operate on a buy and hold principle. Launch Date: January 13, 2020 Calculation Currency: US Dollar ($) Rebalancing Frequency: Annually in January Weighted Method: Modified Market Cap Weighted

Rae, J. (2016). 2015 dmi:Design Value Index Results and Commentary - Design Management Institute. [online] Available at: [Accessed 14 Jan. 2020].