Applied Investments Program
The Applied Investments Program is COBE’s most prestigious offering; consisting of the top 10 finance students managing a $1.3 million portfolio. AIP grants students interactions with top investment professionals, access to the best analytical tools, and Wall Street research. Being selected into AIP is one of the highest honors a COBE student can achieve and will place them on a path to the top grad schools and most elite firms worldwide.
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Source: Bloomberg
“Learn the reality of the business while managing a $1.3 million portfolio”
R.J. New | Director of Applied Investments
About the Fund
Our student-managed investment fund (SMIF) is invested in core, large-cap equity style. Students are required to propose investments in the fund across the gamut of growth and value stocks in order to expose them to successful analytical techniques in a range of styles. In so doing, a secondary objective of the program is accomplished: the discernment of each student’s investment orientation.
While our SMIF is managed as a blended, large-cap equity fund investments may include common stock, preferred stock, closed‐end investment funds, and exchange traded funds (ETF).
The fund is benchmarked against the S&P 500 Index.
Mission
The Applied Investment Program (AIP) was established at the University of Wisconsin-Whitewater 2001 in the College of Business and Economics for the purpose of providing students with an opportunity to gain real-world investment experience.