MenuInventory of the Reynolds Student Investment Fund Records, 1952-1968
Abstract
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.
The collection includes financial reports, trust agreements, analyses, and related materials from the years 1952 to 1968.
Descriptive Summary
- Repository
- University Archives, Duke University
- Creator
- Duke University. Dept. of Economics. Reynolds Student Investment Fund.
- Title
- Reynolds Student Investment Fund Records, 1952-1968
- Language of Material
- English
- Extent
- 1.0 Linear Feet, approximately 1000 Items
- Location
- For current information on the location of these materials, please consult the Library's online catalog.
Collection Overview
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.
Administrative Information
Collections are on the move for the renovation of the David M. Rubenstein Rare Book & Manuscript Library. Contact Rubenstein Library staff before visiting. Read More »
Access Restrictions
Patrons must sign the Acknowledgement of Legal Responsibility and Privacy Rights form before using this collection.
In off-site storage; 24 hours advance notice is required for use.
Use Restrictions
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.
Contents of the Collection
Browse List of Series
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Expand AllHistorical Note
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.
Subject Headings
Related Material
- News Service Biographical Files, 1960-2004 (David M. Rubenstein Rare Book & Manuscript Library/University Archives, Duke University)
- Biographical Reference Collection, 1972-2004 (David M. Rubenstein Rare Book & Manuscript Library/University Archives, Duke University)
- Dept. of Economics Records (David M. Rubenstein Rare Book & Manuscript Library/University Archives, Duke University)
- Frederick Joerg Papers (David M. Rubenstein Rare Book & Manuscript Library/University Archives, Duke University)
- Craufurd D. W. Goodwin Papers, 1963-1994 (David M. Rubenstein Rare Book & Manuscript Library/University Archives, Duke University)
- Benjamin U. Ratchford Papers, 1924-1980 (David M. Rubenstein Rare Book & Manuscript Library/University Archives, Duke University)
- Calvin B. Hoover Papers, 1929-1988 (bulk 1929-1968) (David M. Rubenstein Rare Book & Manuscript Library/University Archives, Duke University)
Preferred Citation
[Identification of item], Reynolds Student Investment Fund Records, University Archives, Duke University.
Provenance
The Reynolds Student Investment Fund Records were received by the University Archives as a transfer in 1973.
Processing Information
Processed by Jessica Wood, January 2007
Encoded by Kimberly Sims, July 2007
Accession A71-83 is described in this finding aid.
Descriptive sources and standards used to create this inventory: DACS, EAD, NCEAD guidelines, and our local Style Guide.
This finding aid is NCEAD compliant.