Embley Asset Management
Embley Asset Management is the UK’s first group of school children to trade on the London Stock Exchange, with the support of Charles Stanley as its stockbroker. This is one of over 100 co-curricular activities that children can get involved in at Embley.
Since the Club began three years ago, the children have developed their understanding of macroeconomics, exploring how events such as Brexit and currency fluctuations impact investments, along with risk management and ethical investment. With access to live London Stock Exchange data courtesy of Financial Express, the Club had been applying this knowledge in theory and between 31 December 2019 and 31 May 2020, Embley Asset Management outperformed the FTSE 100 index by 5.08% with hypothetical investments.
In accordance with the wish of pupils when the Club was created three years ago, profits from investments will form an endowment fund that will support bursaries for children to attend Embley (specifically families who would otherwise be unable to afford independent education).
The Club contributes to our school’s overriding aim; the formation of individuals with an appropriate belief in themselves equipped to make a difference in the world. The Club introduces the children to a variety of tangible, complex problem-solving experiences. They gain financial literacy, but most fundamentally, they gain an understanding that success in the world relies on a personal set of values. Real and lasting success as a road to personal fulfilment and a happy life comes through selfless engagement with others. The stewardship they demonstrate in the Club is one for a lifetime
The Club is looking to create an opportunity for pupils to complete the ‘Investment Management Certificate’ (the investment industry’s base/entry exam) before they leave school. This exam is normally taken by graduates at their first firm of employment.
“Welcome to the new-style clubs of independent schools – many of which are even leading children into successful careers.”
School House Magazine