UCIMCO Students listening to strategies for investment

The Ursinus College Investment Management Company

The Ursinus College Investment Management Company, also known as UCIMCO, manages two funds on behalf of the College. Groups of student analysts manages endowment-style and stock selection funds on behalf of the college endowment.

The Fund’s Mission

UCIMCO is a one-credit course (FIN 001-004) that is available for all students who want to learn the fundamentals of investing. The fund provides any Ursinus student, regardless of major, the opportunity for invaluable hands-on lessons in teamwork, valuation, the markets, and economics.

For more information about UCIMCO contact faculty advisor Scott Deacle at sdeacle@ursinus.edu or student leader Kareem Elghawy at kaelghawy@ursinus.edu.

 

Current News

On March 18, 2021, UCIMCO hosted David Kiefer (’07). David is a Municipal Credit Analyst at Macquarie Investment Management and holds the CFA (Chartered Financial Analyst) designation. David talked to UCIMCo’s Endowment Team about the who, why, and what of Municipal Bonds and the process of including municipals in portfolios.

 

Contributions to UCIMCO 

The Ursinus College Investment Management Company welcomes your contributions to help with its continued growth. Gifts to the fund are tax-deductible to the extent allowed by law. Donate today at www.ursinus.edu/makegift and be sure to select the Student Investment Fund in the drop-down menu.   

Finance and Liberal Arts Advocacy Group

A Finance and Liberal Arts Initiative is underway that seeks to integrate the college’s developing programs in finance with its existing strengths in liberal arts education, and we hope to increase our integration with other finance programs. The initiative’s advisory group will support faculty and students with advanced knowledge and skills, experiences, and exclusive opportunities, so students can have a better sense of the mindsets of young financial professionals.

For more details, please contact Scott Deacle: sdeacle@ursinus.edu

UCIMCO Monthly Updates 

April 2021:

UCIMCO Endowment welcomed David Kiefer on March 18 to share his background and experience in the Municipal Bonds market during his time at Macquarie Investment Management.

Endowment Team has been discussing weighting strategies for their portfolio allocations as we continue into the final weeks of the semester.

UCIMCO is proud to continue its new tradition of Exchange Week, where members from each fund present their research and investment recommendations to each of the other funds. Exchange Weeks is a way for each of the funds to strengthen relations with each other as well as continue UCIMCO’s efforts of inclusion and diversity.

Professor Deacle, PhD. and UCIMCO CIO, Parker Wolfe, Donate $1,869.00 on UC Giving Day 2019.Professor Deacle, PhD. and UCIMCO CIO, Parker Wolfe, Donate $1,869.00 on UC Giving Day 2019.

 
UCIMCO’s new video interview series, “The Minutes”
The Minutes (2021: E1 Prof. Cumpstone)