Applied Investment Management

(3 Credit Hours) · Undergraduate

Applied Investment Management (AIM) is an application-based course that blends traditional academic objectives with the practical experience of hands-on investment management. The course provides students with a thorough grounding in the practice of portfolio management, with an emphasis on rigorous individual security evaluation and selection. Topics covered include fundamental analysis, financial forecasting, and valuation, along with economic analysis, market anomalies, and portfolio performance evaluation. Throughout the course we will emphasize the linkage between the theoretical and practical aspects of security analysis and equity investing. Each class inherits the portfolio handed over by the previous class and assumes responsibility for all individual security analysis and portfolio decisions. The course also includes a required class trip to a major financial center and a final presentation to the AIM advisory board. See aim.nd.edu for more information about the program.