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.
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 Initiative 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.
UCIMCO Endowment Team Update
UCIMCO endowment fund generated a return of 3.5% over the time period in which selections from the fall semester were in effect. During that same period, the benchmark S&P 500’s return was -0.3%. The UCIMCO endowment fund’s strength came from an overweighted investment in U.S. real estate.