2. APPLIED INVESTMENT
MANAGEMENT PROGRAM
• The first undergraduate program to become a CFA
Educational Program Partner
• 100% internship and job placement rates
• High CFA Level I Exam pass rates
3. AIM Program
Mission Statement
• The Applied Investment Management
program, guided by Marquette University’s
Jesuit values, provides undergraduate
students with the opportunity to integrate the
financial principles they are learning, along
with relevant internships and investment
experiences, so that they may become
proficient and ethical financial analysts.
4. AIM Program Overview
• The Applied Investment Management program at
Marquette University is one of the few
undergraduate programs in investment management
• Students fulfill course requirements which integrate:
- financial principles
- relevant internships
- investment experiences
• The International AIM (IAIM) program extends to the
global investment community
• The combined AIM/Master of Science in Applied
Economics (Financial Economics track) provides a
5-year option for students interested in advanced
studies
5. AIM Program Components
• Comprehensive academic curriculum centered on the CFA® Institute's
core body of knowledge
• Instruction from experienced finance and accounting faculty, as well
as investment professionals from leading financial institutions
• High-quality summer internships, which will allow students to apply
and integrate their academic knowledge in the investment industry
• Fully functional research room, featuring state-of-the-art, hands-on
investment technology and information systems
• Three student-managed funds (small cap domestic, international
equity and fixed-income)
6. Timeline of AIM Program
12 students
in Class of AIM program 5-year 3rd
2006 enroll becomes the AIM/MSAE Annual
AIM concept and begin world’s first New AIM (financial AIM
driven by taking AIM undergrad Research services Forum
alumni and courses CFA Program Room track) plan held
Partner offered New Private
students completed
Equity
course
2004 2005 2006 2007 2008 2009 2010 2011
24 students 3rd ‘Ins
AIM in Class of and Outs
students 2009 enroll of Wall
3rd AIM Fund Int’l CFA
begin to in AIM and Street’
added Program
manage $1 IAIM held
(international ‘sister
million of
equities) schools’
equities
and fixed ‘Road Shows’
income and Video
Conferencing
securities
of AIM events
and speakers
7. CFA Institute Educational
Program Partner
• In 2006 Marquette’s AIM Program was
the first undergraduate business
program selected as a CFA Institute
Program Partner
• Partnership delegation requirements:
- Covers 70% of the CFA Program
Candidate Body of Knowledge
- CFA Institute Ethical and
Professional Standards, among
other requirements
8. AIM Research Room
• Built in 2008
• Students work with the same financial tools used by investment
professionals (Bloomberg, Thomson, Morningstar, etc.)
• Benefits of the AIM research room:
– quick and easy access to financial data
– increased exposure to real-time financial market activity
– hands-on experience with tools of the investment trade
9. AIM Internships and Placements
• 1492 Capital Management • Harris & Associates
• Accenture • Heartland Funds
• Allstate Insurance • Henderson Global Investors
• Alpha Investment Consulting • JP Morgan
• American Family Insurance • KLD Research & Analytics Inc.
• Artisan Partners • Lakeview Equity Partners LLC
• BNP Paribas • Lazard / Agio Goldsmith
• Bank of America Merrill Lynch • Legacy Capital
• Barclays • Lightpoint Capital
• BlackRock • Mason Street Advisors LLC
• Broadview Advisors • MBO Cleary Advisors Inc.
• Calamos Asset Management • M&I Investment Management
• Campbell Newman Asset Mngt • Mesirow
• Capital Market Consultants LLC • Mercer Oliver Wyman Consulting
• Capital Innovations • Morgan Stanley
• Capital Strategies Group • Munder Capital Management
• Cascade Investments / BGI • Northern Oak Capital Management
• Citigroup Global Markets Inc. • Northwestern Mutual Life
• City of Milwaukee Pension Fund • PNC
• Cortina Asset Management • Pennant Management Inc.
• Cleary Gull • Phalanx Capital Management
• Credit Suisse • Principal Global Investors
• Deerfield Capital Management • Relative Value Partners LLC
• Deutsche Bank • Robert W. Baird & Company
• Corporate Financial Advisors • Seizert Capital Partners
• Driehaus Capital Management • Stark Investments
• Ennis Krupp + Associates • Timpani Capital Management
• Fortress Partners Capital Management • UBS Global Asset Management
• Forward Funds • US Bancorp Fund Services
• Francis Investment Counsel • Wasatch Advisors
• Gates Foundation • Wells Capital Management
• Goldman Sachs • Wells Fargo
• Grosvenor Capital Management • Ziegler & Company
10. International AIM
• Marquette University is home to an established and successful
International Business Program
• The International Business major consistently attracts some of the
college’s top students
• We have strong relationships with partner institutions around the world
through our study abroad program which will facilitate the development
of IAIM internships abroad
• The IAIM students actively manage an international equity portfolio
11. For additional information, contact:
David S. Krause, PhD
Director, Applied Investment Management Program
Marquette University
Telephone: (414) 288-1457
E-mail: david.krause@marquette.edu
Visit the AIM web site at: www.busadm.mu.edu/aim
Visit the AIM Blog at: http://aimprogramblog.blogspot.com
