UMass Dartmouth Student Investment Fund named top undergraduate UMass managed fund for the third year in a row

Bloomberg Lab offers students first-hand business and investing experience on-campus

Professor and students at Bloomberg terminal

When students need an update on the business world, they visit the Charlton College of Business’s Bloomberg Lab. Located in the Charlton Technology Center, the Bloomberg Lab helps students develop analytical skills, make decisions based on real events and real-time data, enhance creative applications, and prepare for the employment marketplace.

In the Lab surrounded by scrolling stock tickers, students have access to Bloomberg terminals where they can get real time news feeds, trading figures, and longitudinal stock market data. The terminals also offer powerful analytic tools for students to use for business course projects.

The terminal is often used by the UMass Dartmouth Investment Club for their student managed fund which won the top Undergraduate UMass Student Managed Fund for a third year in a Row. Last year, the S&P 500, the benchmark used to evaluate the fund’s performance, recorded a 40.80% return over the FY21 period while the UMassD Fund did 44.82%.

The Student Investment Fund is run by students through their participation in FIN 301: Financial Analysis—a for-credit practicum business elective or free elective for non-business students held in the Charlton Technology Center Bloomberg lab. The fund itself currently has a Net Asset Value of $150,000 and students make all the underlying portfolio’s buy-side and sell-side decisions to guide the fund.

The Charlton Technology Center is open from 8:30 a.m. to 5 p.m. from Monday to Friday in Fall 2021. All students, faculty, and staff have access to eight Bloomberg terminals-along with training resources to help them get the most out of the system.

Stock ticker at Charlton College of Business Bloomberg Terminal
Stock ticker at Charlton College of Business Bloomberg Terminal


Charlton College of Business, Departments Charlton College of Business, News and Public Information