The Applied Investment Class – Fund Managers and Analysts – must report semi-annually to the KU Foundation on the student-run investment fund’s performance.

The team of students works together to provide a comprehensive report that includes overall performance compared to the benchmark, sector allocations, performance, analyst investment rationale, and contributions made by the A.I.M. Program to the KU Community. The report provides transparency to the KU Foundation Investment Committee and allows students to hone their oral and written presentation skills in a professional environment.