Monday, May 23, 2011

AIM Annual Report Posted On-Line

All of the students that have graduated from the AIM program since the fall semester of 2005, have actively managed portfolios of equity and fixed income securities. 

They have been responsible for essentially all aspects of managing the portfolios, which includes establishing the process for screening and evaluating potential stocks and fixed income securities; preparing and presenting recommendations to the AIM Fund Advisory Board; and implementing portfolio trading strategies. 

According to Dr. David Krause, AIM program director, "The AIM students in the Class of 2011 were held accountable for organizing and managing three ‘real’ portfolios of Marquette University endowment funds with a market value of nearly $2 million - and they did an outstanding job. This was the first group of AIM students to produce 'triple alpha,' a significant feat given the level of geo-political turmoil and large scale natural disasters that occurred during the holding period."

As is the custom of each class of AIM students, the group prepared and published an annual report of the performance of the three AIM Funds. You can view this year’s AIM Fund Annual Report at either: or

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