AIM International Equity Fund (as of 5/31/2013)
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| Click on Charts to Enlarge |
Tuesday, June 4, 2013
Marquette University AIM Equity Fund (5/31/2013)
AIM Equity Fund (as of May 31, 2013)
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| Click on charts to enlarge |
Friday, May 31, 2013
The CFA Society of Milwaukee is proud to announce that today is Investors 1st Day in Wisconsin. This is an initiative of CFA Society Milwaukee in conjunction with CFA Society Madison. The Wisconsin societies are the first in the country to launch Investors 1st Day - we anticipate many others or possibly all U.S. societies may follow next year.
The day has been set aside to recognize the important contributions investors make to the economic well-being, growth, and success of our state. The date was chosen because it is the day before the spring CFA exam - a date we all hold dear. This year, there are 391 candidates in Wisconsin sitting for the exam. We wish them well on Saturday. Globally, 145,000 people will be sitting for the exam.
Related to Investors 1st Day, we have launched the website www.Investors1st.org. We encourage you to take a look. The website is designed to be a resource for investors small and large. The key piece of the website today is the introduction of the CFA Institute's Statement of Investor Rights. The Statement includes ten rights people should discuss with their investment providers whether they are establishing an investment plan, working with a broker, opening a bank account, or buying a home. The Rights closely align with our own Code of Ethics and Standards of Practice and, therefore, with fiduciary duty.
The entire Investors 1st initiative has been developed with three goals in mind:
- Increase awareness of the CFA brand. There will be periodic updates to the website and
related press releases to expose our organization, our excellent members,
and our commitment to professionalism to the public. We strive to raise
the profile and value of our professional designation.
- To identify Charterholders as being on the forefront of
ethical behavior and high professional standards.
- Public service.
Informed people make for good investors, who make good clients.
John Rogers, CFA, President & CEO of CFA Institute had this to say "CFA Institute is proud to support Wisconsin's Investors 1st Day. Investors are the backbone of America's economy, willing to match hard-earned capital to great ideas from entrepreneurs, small businesses, and well-established employers alike. Placing investors first, also known as the fiduciary duty, is a great way to restore trust and confidence in our financial system and capital markets, and to support social and economic progress in Wisconsin and across the United States."
We greatly appreciate the support of CFA Institute in our development of Investors 1st.
We welcome your comments on this initiative as well as any ideas you may have for its continued development.
Happy Investors 1st
Day!ors 1st Day - Ma
Tuesday, May 28, 2013
Marquette AIM Program - Class of 2013 Annual Investment Report
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| Marquette University AIM Class of 2013 |
The AIM Class of 2013 has produced the eighth AIM Fund annual investment report. The primary purpose of the AIM program annual report is to communicate the investment goals, policies and performance of each of the three funds managed by the AIM students during their tenure.
All of the annual reports are posted on the AIM website and can be accessed at: http://business.marquette.edu/centers-and-programs/aim-annual-reports.
Friday, May 3, 2013
Krause 2013 Derby Pick
#5
NORMANDY INVASION (Odds: 9:1). This is a challenging Derby to predict so I’m
going with a sentimental favorite since my father came ashore on D-Day at
Normandy. This is a real value pick with odds likely to be about 10:1 at post
time. The biggest concern with #5 is that he does not win races – at least not yet.
The
horse finished second in the Wood Memorial last month and the extra distance in
the Derby makes him a possible winner. I don’t know much about Chad Brown other
than the insiders think he is one of the best young trainers in the business.
Javier Castellano is a solid jockey and has won a Triple Crown race (2006
Preakness). A slow starter, but with a
decent post position, watch for Normandy Invasion to move forward – I like him
and the potential big payout.
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| Normandy Invasion |
Friday, September 21, 2012
Links to Marquette AIM Program Student Equity Recommendations for September 2012
In the first month of a new school year, the AIM Class of
2013 hit the ground running with their first equity presentations of the
semester. Including today’s student
equity presentations we will have had 24 students pitch their stock
recommendations. Follow the links below
to view these AIM student equity write-ups:
Thursday, September 20, 2012
How to Properly Address a Cover Letter if You Don’t Know the Hiring Manager’s Name
This might be a useful article for students during the interviewing season. This appeared in The Finance Professionals' Post (New York Society of Security Analysts) on how to address a cover letter if you don’t know the hiring
manager’s name by Penny Locey, a vice president with Keystone Associates.
You’re applying for a job online, but you don’t know the hiring manager’s
name or gender. How can you find that information? Or, if you can’t get a name,
what are some alternative ways to address the cover letter without being too
impersonal or old-fashioned?
HERE ARE SOME TIPS ON HANDLING TRICKY SITUATIONS LIKE THESE:
If applying for a position online, your resume and letter will be going
to HR and hopefully on to the hiring manager. Unless the position says who the
hiring manager is and most of them don’t, you’re going to have to do a little
digging.
First check the company website. If that doesn’t work use your Internet
search engine by putting in the company name, department doing the hiring, and
any other information that relates to the position. For example, there often is
enough identifying information in the position description such as “this
position reports to the VP of Product Strategy.” If you find the person’s name,
but cannot determine gender (again, Google can be invaluable as the person may have
been quoted, or have posted a photo), then you can put the person’s whole name
and address.
If this doesn’t produce a suitable hiring manager, do a search for the
head of recruiting (company name+ Human Resources+ Recruiting). The HR
recruiter or head of recruiting might have posted the position and you could
address that person directly.
More often than not, it will be difficult to identify those people
directly, but you still need a graceful way to begin.
Avoid writing “Dear X.” You can start the letter with an identifier like:
RE: JOB #12345 : Product Marketing Manager, then begin the body of your letter.
Or, address it to Dear Hiring Manager and HR Partner for (“area” – e.g. Product
Marketing).
If you are using a search firm, the firm may have a way they want you to
address the letter (they may also rework your resume into “their” format). You
can also address the recruiter or firm, since they will have posted the
position.
WAYS AROUND THE SCREENING SOFTWARE
For those of you in key professional or managerial roles especially, you
may want to direct a letter to the hiring manager or the head of the group with
the opening directly, in addition to whatever submission you make online. This
is especially true if you have a non-traditional background that could make you
an asset, but get you screened out by screening software, or a casual review of
your background.
These letters would be different, and you want to target those directly
to the situation the company/group finds itself in, and why you might bring
something key or special to bear.
For example: (to the VP of Product by name) I noted with interest that you are
expanding your marketing team for (product X); this would be an exciting time
to be associated with (company) as you bring this product from proof of concept
to the marketplace, given the competition you face from (company Y) in this
space. I am taking the liberty to write you directly, as I have an unusual
background that I believe could be a strategic asset to you in this situation,
but which might be screened out by typical recruiting software.
Then go on to add a few highlights that get the person to look at your
resume.
I hope this helps some of you seeking full-time or internship positions.
Thursday, September 13, 2012
Breaking News: Marquette's Finance Program Ranked 17th Nationally
U.S. News released its “Best Colleges” rankings
today, including the Best Undergraduate Business Programs.
The
U.S. News ranked Marquette University 83rd among national
universities. Similar to the University,
the College of Business Administration was ranked 87 among Best Undergraduate
Business Programs, a drop from last year’s ranking of 81.
Marquette's College of Busienss Administration was also
recognized for top specialty programs in accounting, finance and supply chain
management. Finance is ranked 17, up one spot from last year, and supply chain
management is ranked 16, the same as last year. Accounting is ranked for the
first time at 23.
Business school rankings are based solely on a peer
assessment survey of deans and senior faculty at each U.S. undergraduate
business program accredited by the Association to Advance Collegiate Schools of
Business (AACSB).
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