MFIN 8824 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.
Course overview
- Department
- Finance
- School
- CSOM
- Credits
- 3
- Level
- Graduate
- Offered
- Every Fall
Catalog details
- Prerequisites
- MFIN8801
Course evaluations
- Course rating
- 4.24 / 5 · Very Good
- Instructor rating
- 4.38 / 5 · Very Good
- Terms evaluated
- 5
| Term | Instructor | Course overall | Instructor overall | Well organized | Clear learning objectives | Intellectually challenging | Helpful assignments | Applicable beyond course | Attendance necessary | Weekly effort | Responses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fall 2025 | David Martens | 4.2 | 4.4 | 4.3 | 4.4 | 4.4 | 4.5 | 4.6 | 4.4 | 4–6 hrs/week | 35 of 36 |
| Fall 2024 | David Martens | 4.3 | 4.5 | 4.7 | 4.5 | 4.6 | 4.5 | 4.6 | 4.5 | 4–6 hrs/week | 30 of 33 |
| Fall 2023 | David Martens | 4.0 | 4.0 | 4.5 | 4.4 | 4.3 | 4.5 | 4.7 | 4.3 | 4–6 hrs/week | 20 of 21 |
| Fall 2022 | David Martens | 4.7 | 4.5 | 4.9 | 4.8 | 4.9 | 4.9 | 4.9 | 4.6 | 1–3 hrs/week | 16 of 16 |
| Fall 2021 | David Martens | 4.3 | 4.4 | 4.8 | 4.7 | 4.4 | 4.7 | 4.8 | 4.4 | 1–3 hrs/week | 19 of 34 |