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<ead><eadheader audience="internal" countryencoding="iso3166-1" dateencoding="iso8601" langencoding="iso639-2" repositoryencoding="iso15511">

<eadid countrycode="us" mainagencycode="ndd" publicid="-//University Archives//TEXT (US::ndd::Reynolds Student Investment Fund Records, 1952-1968)//EN" url="http://library.duke.edu/rubenstein/findingaids/uarsif/">uarsif</eadid>
<filedesc>
	<titlestmt>
		<titleproper>Inventory of the Reynolds Student Investment Fund Records,
		<date normal="1952/1968">1952-1968</date>
	</titleproper>
		<author>Processed by: Jessica Wood; machine-readable finding aid created by: Kimberly Sims</author>
</titlestmt>

	<publicationstmt>

		<publisher><lb/>University Archives <lb/> Duke University <lb/> Durham, N.C., USA </publisher>
		<p><date normal="2007" encodinganalog="date"> 2007</date> Duke University. All Rights Reserved.</p>
	</publicationstmt>

	<notestmt>
	<note><p>Aleph Number: <num type="aleph">003829792</num></p></note></notestmt>
</filedesc>

<profiledesc>
	<creation>Machine-readable finding aid derived from XML authoring program.<lb/>
		<date>Date of source: July 2007</date><lb/>Processed by Jessica Wood, January 2007; Finding Aid encoded by Kimberly Sims, University Archives, Duke University, <date>July 2007</date>


	</creation>
	<langusage>Description is in
		<language langcode="eng">English</language>
	</langusage>

	<descrules>Finding aid was prepared using
		  <title>DACS</title> and our local
		  <title>Style Guide</title></descrules>

</profiledesc>
<!-- Location of <revisiondesc> if needed -->
</eadheader>
<frontmatter>
<titlepage>
<titleproper>Inventory of the Reynolds Student Investment Fund Records, <date type="span">1952-1968</date>
</titleproper>
<publisher>University Archives <lb/>Duke
		  University <lb/> Durham, North Carolina 27708-0185 USA </publisher>

<p><date normal="2007"> 2007</date> Duke University. All Rights Reserved.</p>
</titlepage>
</frontmatter>

<archdesc level="collection" relatedencoding="MARC">
<did>
<head>Descriptive Summary</head>
<repository label="Repository">
<corpname>University Archives, Duke
			 University</corpname></repository>
<origination label="Creator"><corpname encodinganalog="110">Duke University. Dept. of Economics. Reynolds Student Investment Fund.</corpname></origination>
<unittitle label="Title" encodinganalog="245">Reynolds Student Investment Fund Records, <unitdate normal="1952/1968" type="inclusive">1952-1968</unitdate>
</unittitle>

<langmaterial label="Language of Material" encodinganalog="546">Material in<language langcode="eng"> English</language>
</langmaterial>

<physdesc label="Extent">

<extent unit="linear feet" encodinganalog="300">1.0 Linear Feet</extent><lb/>
<extent unit="items">approximately 1000 Items</extent>
</physdesc>

<physloc label="Location">For current information on the location of
		  these materials, please consult the Library's online catalog.</physloc>
<abstract label="Abstract" encodinganalog="545">The Reynolds Student Investment Fund began in 1952 in conjunction with Professor Frederic Joerg's Investments course in the Duke University Department of Economics and Business Administration as a means to introduce students to investment practices.  </abstract>


<abstract encodinganalog="520">The collection includes financial reports, trust agreements, analyses, and related materials from the years 1952 to 1968.</abstract>

</did>

<descgrp type="admininfo">
<head>Administrative Information</head>

<accessrestrict encodinganalog="506">
<head>Access Restrictions</head>
<p>Patrons must sign the Acknowledgement of Legal Responsibility and Privacy Rights form before using this collection.</p>
<p>In off-site storage; 24 hours advance notice is required for use.</p>


</accessrestrict>

<userestrict encodinganalog="540">
<head>Copyright Notice</head>
<p>Copyright for Official University records is held by Duke University; all other copyright is retained by the authors of items in these papers, or their descendants, as stipulated by United States copyright law.</p>
</userestrict>

<prefercite>
		  <head>Preferred Citation</head>
		  <p>[Identification of item], Reynolds Student Investment Fund Records, University Archives, Duke University.</p>
		</prefercite>
<acqinfo encodinganalog="541">
<head>Provenance</head>
<p>The Reynolds Student Investment Fund Records were received by the University Archives as a
transfer in 1973.
</p>
</acqinfo>


<processinfo>
<head>Processing Information</head>
<p>Processed by Jessica Wood, January 2007</p>
<p>Encoded by Kimberly Sims, July 2007</p>
<p>Accession A71-83 is described in this finding aid.
</p>
<p>Descriptive sources and standards used to create this inventory: <title render="italic">DACS,</title> EAD, NCEAD guidelines, and our local <title render="italic">Style Guide.</title></p>
<p>This finding aid is NCEAD compliant.</p>
</processinfo>
</descgrp>

<!--end of finding aid header-->

<bioghist>
<head>Historical Note</head>

<p>The Reynolds Student Investment Fund began in 1952 as an extra project associated with the Investments course in Duke's Department of Economics and Business Administration taught by Frederic Joerg.  The fund began with $10,000, donated by Charles H. Babcock of Winston-Salem. Fidelity Bank of Durham acted as the Trustee and the Student Governing Board requested that it purchase stocks, bonds and/or securities.  Students in the Investments course purchased and analyzed stocks on behalf of the fund and donated all proceeds to the Durham Community Chest.  The investment decisions were voted on by a quorum.</p>

<!-- Use Chronlist Tags clip here for Chronology -->

</bioghist>
<scopecontent>
<head>Collection Overview</head>

<p>Collection includes trust agreements, orders, appraisals, bank statements, financial reports, student orders to buy and sell, financial analyses, audit materials and brokerage firm reports from the years roughly 1952 to 1968.</p>

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</scopecontent>
<controlaccess>
<head>Subject Headings</head>
<p>These are searchable subject entries for this collection. Performing a search on these subjects in the Duke University Libraries online catalog will bring up other related research materials.</p>
<list type="simple"><item><corpname source="lcsh" encodinganalog="610">Duke University. Dept. of Economics. Reynolds Student Investment Fund. </corpname></item>
<item><corpname source="lcsh" encodinganalog="610">Duke University--History--20th century. </corpname></item>
<item><corpname source="lcsh" encodinganalog="610">Duke University. Students--Vocational guidance. </corpname></item>
<item><persname source="lcsh" encodinganalog="600">Joerg, Frederick Charles. </persname></item>
</list>
</controlaccess>



<relatedmaterial>
<head>Related Material</head>

<archref>
<unittitle label="Collection">News Service Biographical Files, 1960-2004</unittitle>
<repository label="Repository">David M. Rubenstein Rare Book &amp; Manuscript Library/University Archives, Duke University</repository>
</archref>

<archref>
<unittitle label="Collection">Biographical Reference Collection, 1972-2004</unittitle>
<repository label="Repository">David M. Rubenstein Rare Book &amp; Manuscript Library/University Archives, Duke University</repository>
</archref>

<archref>
<unittitle label="Collection">Dept. of Economics Records</unittitle>
<repository label="Repository">David M. Rubenstein Rare Book &amp; Manuscript Library/University Archives, Duke University</repository>
</archref>

<archref>
<unittitle label="Collection">Frederick Joerg Papers</unittitle>
<repository label="Repository">David M. Rubenstein Rare Book &amp; Manuscript Library/University Archives, Duke University</repository>
</archref>

<archref>
<unittitle label="Collection">Craufurd D. W. Goodwin Papers, 1963-1994</unittitle>
<repository label="Repository">David M. Rubenstein Rare Book &amp; Manuscript Library/University Archives, Duke University</repository>
</archref>

<archref>
<unittitle label="Collection">Benjamin U. Ratchford Papers, 1924-1980</unittitle>
<repository label="Repository">David M. Rubenstein Rare Book &amp; Manuscript Library/University Archives, Duke University</repository>
</archref>

<archref>
<unittitle label="Collection">Calvin B. Hoover Papers, 1929-1988 (bulk 1929-1968)</unittitle>
<repository label="Repository">David M. Rubenstein Rare Book &amp; Manuscript Library/University Archives, Duke University</repository>
</archref>


</relatedmaterial>



<dsc type="combined">

<head>Contents of Collection</head>
<c01 level="series"><did><unittitle id="s1">Container List</unittitle></did>
<c02><did><container type="box">1</container><unittitle>Trust Agreement, <unitdate type="inclusive">1952</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Orders and Appraisals, <unitdate type="inclusive">1960-1962</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Bank Statements, Trust Agreement, Market Appraisals and Letters, <unitdate type="inclusive">1964-1966</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Reports, <unitdate type="inclusive">1966-1968</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Reports,<unitdate type="inclusive"> 1957-1960</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Orders and Reports, <unitdate type="inclusive">1957-1960</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Student Orders to Buy and Sell, <unitdate type="inclusive">1952-1955</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Progress Reports, <unitdate type="inclusive">1960-1961</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Final Report, <unitdate type="inclusive">1956-1957</unitdate></unittitle></did></c02>
<c02><did><unittitle>Summary Report, <unitdate type="inclusive">1958</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Bank Reports, <unitdate type="inclusive">1957-1959</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Orders and Reports,<unitdate type="inclusive"> 1953-1955</unitdate>
</unittitle></did></c02>
<c02><did><container type="box">2</container><unittitle>Bank Reports, <unitdate type="inclusive">1952-1967</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Audits, <unitdate type="inclusive">1952-1962</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Statements and Audit Papers, <unitdate type="inclusive">1960</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Analysis of Dow Chemical Company, <unitdate type="inclusive">1963</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Student Papers, <unitdate type="inclusive">1963</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Brokerage Firm Reports, <unitdate type="inclusive">1965-1966</unitdate>
</unittitle></did></c02>
<c02><did><unittitle>Proposals and Income Statements, <unitdate type="inclusive">1952-1959</unitdate>
</unittitle></did></c02>











</c01>

</dsc>

</archdesc>
</ead>
