Supported by the William Allen-Boeing Student Investment Endowment, Whitman College, and The Department of Economics

 

Trustee (and potential Trustee) Resources

(Click Here for Welcome Packets and Development Resources)

Below are some of the many resources and tools that may be of interest to Trustees
when they are constructing research reports.

Research Report Templates

The following templates are available in Microsoft Word format for constructing research reports.
Open the file and go to the "File" menu and select "Save."

Name
Description
Research Report Template This report is for stock investments that are not currently held in the portfolio.
Update Report Template This report is for stock investments that are currently held in the portfolio. This report is used when a change to the position is proposed, or for a periodic reevaluation of the investment.
Sector Report Template This report is for reports on a specific sector that the Company invests in.

 

WIC Glossary

"What's P/E? How about EPS? What does Return on Equity tell me?"
Find definitions to terms commonly tossed around in WIC meetings.

Jump to a letter:

| A | B | C | D | E | F | G | H | I | L | M | N | O | P | Q | R | S | T | V | W | Y | # |

Or, just browse. A printable version is available by clicking here.

Key Ratios and Related Terms

More refined than the glossary,
the key ratios and terms are those that you are most likely
to use and hear in stock evaluation.

Browse the listings

Or, a printable version is available by clicking here.

 

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