Travis R. Martin, CPA, MBA

If you’re following along, and I know you have been, our History of Globalization class is in the middle of the Vanguard Black Swan Fund project. In the first part of the project, students researched and delivered a presentation on historical Black Swan events.

In phase 2, they will be creating a hypothetical Black Swan event, and assembling a mutual fund that will protect investors should their event occur.

I put together a short “commercial” advertising the Vanguard funds the students are creating. I used this as an entry document to introduce the second phase of the project, and draw everyone’s attention back to the project.

As part of the setup for Phase 2, we also shared the instructions, the rubric, and a sample prospectus – all of which are linked below.

Black Swan Fund Prospectus Rubric
Sample Prospectus
Prospectus Instructions

Related posts:

1. Project Based Economics: The Vanguard Black Swan Fund (Part I – Project Creation)
2. Project Based Economics: Vanguard Black Swan Fund (Part II – Project Rollout)
3. Project Based Economics: The Vanguard Black Swan Fund (Part 4 – Group Check-Ins)
4. Project Based Economics: The Vanguard Black Swan Fund (Part 3 – Workshops)
5. Personal Finance Lesson: Mutual Fund Activities