PJ Dallman, Strategic Consultant at FactSet visited the AIM Program on Friday, August 31st

This semester the AIM program will again welcome numerous outside guests who can bring applied knowledge into the classroom

On Friday, August 31, PJ Dallman visited Marquette’s AIM program and presented on the capabilities and use of FactSet – one of the leading providers of financial information and analytic software for investment professionals. 

The AIM Research Room is fully equipped with not only uFactSet, but also Bloomberg, Morningstar, and Thomson Reuters. These financial platforms offer AIM students access to data and analytics.

All students in the AIM program (including the newest members who began their studies last week) have access to FactSet and the other platforms. PJ Dallman provided an overview of the capabilities of FactSet and offered advice to the students regarding the tools available to conduct fundamental research.

AIM Director, Dr. David Krause, and co-teacher, Bill Walker, have emphasized the importance of building codes into the financial models the AIM students employ. 

Krause stated, “I’m pleased that PJ was able to provide a basic tutorial to the newest AIM class on the coding capabilities within FactSet. Bill and I realize that AIM graduates not only need to be competent with the Excel financial modeling skills, but they need to learn how to code to make reproducible models and incorporate real-time data.”