UCAM presented the UCAM University Fund today in Madrid.  The fund will channel the investments of the endowment  of the academic institution launched a year ago. The event was attended by José Luis Mendoza García, UCAM General Director of Institutional Relations, and Juan Luis García Alejo, General Director of Andbank Wealth Management, who highlighted ‘the great work that will be carried out through this fund towards UCAM's mission. Work for the most disadvantaged, as well as scholarships for students, athletes and researchers’. Eugenio López, CEO of the Endowment, and Tirso de Linos, manager of the fund, also took part in the event and commented on some of the UCAM University Fund's strategies.

This fund, managed by Andbank Wealth Management, invests in global equities with a long term view and selects the assets in which it invests based on both financial criteria (risk-return) and extra-financial criteria (SRI). The objective of the application of these criteria is based on guaranteeing the alignment of the investment with the social doctrine of the Catholic Church; respect for human rights, care and preservation of the environment and the improvement of people's health conditions. 
 

The UCAM University Fund invests in a portfolio of funds with a global perspective, combining actively managed funds, ETFs specialised in specific asset classes and theme-based strategies. It will have its own ISIN, open to the entire investment community for contributions.

Every year, UCAM donates 50% of the R class commission (aimed at retailers) and 10% of the I class (institutional) to the San Antonio University Foundation, to which it belongs, thus ensuring constant support for the University's social initiatives.

Objectives of the UCAM Endowment

UCAM created its endowment in 2023 with three main objectives: the launch of the UCAM University Fund, the design of a programme of executive training courses and the hosting of informative conferences on financial topics.

The fund's main objective is to support the University's research and social actions through scholarships for researchers and athletes, training, volunteering, infrastructure and facilities, as well as to promote the social projects of the University Foundation. This is the first university-affiliated investment fund in Spain that is accessible to the public.

About UCAM

UCAM was founded in 1996 by José Luis Mendoza Pérez, and began its first academic year with 600 students. It currently has more than 20,000 students from more than 155 countries. The University has three main cornerstones: teaching, research and evangelisation, with internationalisation and sport gaining strength thereafter. It has two campuses, in Murcia and Cartagena, as well as several international branches.

The good work carried out by the institution is reflected in the national and international reference rankings, such as Impact Ranking, Times Higher Education (THE); Quacquarelli Symonds (QS), Fundación Conocimiento y Desarrollo (CyD), Forbes, etc., which certify the educational quality of UCAM, its teaching model, the high employability of its students, its research excellence and its international outreach.

About Andbank Spain

Andbank España specialises in private banking and comprehensive wealth management. The bank, which ended 2023 with a turnover of EUR 24,232 million, is distinguished by its network of bankers and specialists with extensive experience in providing advice and wealth management.

It is one of the most dynamic entities in the private banking industry in the Spanish market. In 2018 it launched the neobank MyInvestor, in 2019 it completed the integration of Merchbanc Group, in 2020 it acquired the Esfera Gestión and Bank Degroof Petercam Spain businesses and in 2022 it integrated the roboadvisor Finanbest into MyInvestor. All this, in addition to the recent acquisition of Gesconsult.

One of Andbank Spain's main lines of action is its CSR, which is aimed at supporting different initiatives that contribute to creating a better society. The entity collaborates with different organisations such as CRIS contra el cáncer, Fero (Fundación de Investigación Oncológica), Fundación Contigo and Sant Joan de Déu with the aim of contributing and helping to raise funds for the fight against cancer. In addition, Andbank Wealth Management, Andbank's CII manager in Spain, is a signatory to the United Nations Principles for Responsible Investment (PRI).