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Guide to 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

A majority of collections are stored off site and must be requested at least 48 business hours in advance for retrieval. Contact Rubenstein Library staff before visiting. Read More »

warning Access Restrictions

Researchers must register and agree to copyright and privacy laws before using this collection.

In off-site storage; 48 hours advance notice is required for use.

warning 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

Trust Agreement, 1952
Box 1
Orders and Appraisals, 1960-1962
Box 1
Bank Statements, Trust Agreement, Market Appraisals and Letters, 1964-1966
Box 1
Reports, 1966-1968
Box 1
Reports, 1957-1960
Box 1
Orders and Reports, 1957-1960
Box 1
Student Orders to Buy and Sell, 1952-1955
Box 1
Progress Reports, 1960-1961
Box 1
Final Report, 1956-1957
Box 1
Summary Report, 1958
Box 1
Bank Reports, 1957-1959
Box 1
Orders and Reports, 1953-1955
Box 1
Bank Reports, 1952-1967
Box 2
Audits, 1952-1962
Box 2
Statements and Audit Papers, 1960
Box 2
Analysis of Dow Chemical Company, 1963
Box 2
Student Papers, 1963
Box 2
Brokerage Firm Reports, 1965-1966
Box 2
Proposals and Income Statements, 1952-1959
Box 2

Historical 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, Duke University Archives, David M. Rubenstein Rare Book & Manuscript Library, 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.