10/03/2011 – Caltech Using AIM for Fund Tracking

The California Institute of Technology Investment Office has adopted AIM by Application Experts to track fund managers and each associated fund under those managers.  Caltech is using AIM across several different asset classes including real assets, private equity, and absolute returns and applying a multi-investing approach in each class.

The Caltech Investment Office oversees the institution’s investment-management activities and manages close to $1.7 billion of endowment, trust and other assets, including real estate.  The investment management team and the Institute’s Board of Trustee Investment Committee’s goal is to provide increased support for the Institute’s academic and research programs through excellence in its investment management.