The UMass Investment Club seeks to teach undergraduate students core skills relating to investment research. We believe that a strong understanding and knowledge of this requires a solid foundation. We provide this foundation through discussions and lessons on how to approach and understand the financial markets. We cover a wide breadth of lessons from the financial markets, macroeconomic events, and ultimately to core research skills. The research process is taught cumulatively as lessons will build on each other after the initial start of that lesson group.

Each semester the club hosts a Long/Short stock pitch competition where members are encouraged to participate. This is an entry-level competition where members can utilize the skills they accumulated over the semester. We accept two-page investment summaries as submissions starting in late October (Fall Semester) or early April (Spring Semester). Ten of the most competitive submissions will be selected for the final round. Finalists will present a 5-minute presentation to judges consisting of leadership from all student-run Investment Funds at UMass including MFIF, MEF, and MAIF. This competition is a core networking opportunity for finalists and provides all on-campus funds with insights on finalists for the coinciding recruiting season.