AIM1: Applied Investment Management

This course provides an opportunity for students to utilize both theoretical and practical aspects of the investment management process by competing to actively manage a million dollar portfolio for the University. AIM1 teaches students about institutional portfolio management, asset allocation, risk assessment, investment manager evaluation, and fundamental equity analysis. Students are placed in investment teams to respond to a Request for Proposal (RFP) in which they develop a framework for identifying and evaluating equities and bonds and managing a diversified risk-adjusted portfolio. Winning teams will be selected based on final presentations to a board of professional institutional investors and given the opportunity to manage live accounts in AIM2 during the spring semester.