Saturday, March 19, 2011

The Next Class of Students in Marquette’s AIM Program Will Assume the Three Student-Managed Funds on April 1st

Students in Marquette’s Applied Investment Management program have been managing real money for the University since 2005. The AIM program has provided over 100 undergraduate students with the knowledge and tools necessary to actively manage three investment funds: 1) small cap equity, 2) international equity, and 3) fixed income portfolios.

Dr. Krause, AIM director, said, “On April 1st the Class of 2012 assumes the responsibility for the three AIM funds. Each student has read the investment policy statement and is aware of the duties and responsibilities associated with managing the AIM portfolios. The Class of 2011 did an excellent job and I am confident the new class will rise to occasion.”

The students enrolled in the AIM program are interested in pursuing careers as buy- and sell-side research analysts, financial advisors, and investment bankers. Dr. Krause added, “Our curriculum is based on the CFA’s core body of knowledge and helps to prepare students to take and pass the CFA exams. AIM is highly applied in nature and the student-managed portfolios are an essential component of the program.”

AIM students learn about accounting and investments in their core courses and then have an opportunity to apply their knowledge in a summer internship. Dr. Krause commented, “The students also have an opportunity to manage real portfolios which allows them to carry out the duties of research analysts and portfolio managers. When our students graduate they have practical investment experience and strong academic training – and they are ready to pass the CFA level I exam and begin their career as entry-level investment analysts. Because of Marquette’s emphasis on theology, philosophy and ethics, our students also develop strong critical thinking and analysis skills.”

To learn more about the Applied Investment Management program, please visit the AIM web site at:  or contact Dr. David Krause at:

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