URI College of Business Ram Fund
The Ram Fund is the URI student-managed investment fund.
An equity portfolio made possible with a $100,000 initial investment by the URI Alumni Association in 2001, the Ram Fund is a course (BUS 422/423) that gives students the opportunity to engage in real-life portfolio management, to function as research analysts specializing in industries, and to obtain long-term competitive rates of return for investors. Each semester, students make their final presentations at Fidelity in North Smithfield, Rhode Island. Other Ram Fund-related events include Envestnet certification, the Money Management Institute Annual Conference, the Quinnipiac G.A.M.E Forum, and an alumni meeting.
Want to join the Ram Fund? It is best to apply early before course registration, as there are only 15 seats available each semester. There are no permission numbers so students will be enrolled if they receive an acceptance email. $5,000 in scholarship funds available per year. Apply by April 15 for Fall ’23!
Benefits of joining Ram Fund
- Real-life portfolio management experience
- Extensive use of Bloomberg analytics
- SEC-EGAR in their Excel-based valuations
- Financial modeling skills development
- CFA and other certification encouragement
- Presentation experience at Fidelity in N. Smithfield, RI
- Practical experience on your résumé
Ram Fund Advisors
Ram Fund News
- Ram Fund 2023 Presentation - On Wednesday, May 5, URI Ram Fund (Student Managed Fund) concluded their semester by presenting to analysts at Fidelity’s Smithfield Headquarters. Routinely this is the highlight of the semester for the 15 students, as they have the opportunity to present their portfolio and its performance in front of professionals. Many of these same students will […]
- Reaching a Milestone: The Ram Fund Celebrates 20 Years of Success -
- URI’s Ram Fund takes first in global competition for core portfolio -
- Experiential learning with high stakes -
For more information about the Ram Fund and the application process, please contact Professor Michael Ice.