FINA 4310 - AIM: Home

Applied Investment Management
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About this guide

This guide was written for Dr. David Krause's FINA 4310 course, and the AIM program.

Below is complete list of databases relevant to finance.  But there's a list of Starting point databases too ... 

Off campus access methods (authentication)

  • Library Login:  This method (a proxy server) is quick and easy, and requires no setup.  But a few databases will not work with it, and it is less reliable when there is heavy internet traffic or a slow connection.
  • VPN (virtual private network): The VPN requires you to download an app onto both your cell phone and your computer.  It is much more reliable during times of heavy internet traffic, and is well worth the necessary setup time. Outline of the steps required for the VPN:
    1. Find detailed VPN instructions here. Once there, click on "How do I start using GlobalProtect VPN and Duo?"
    2. Register for Duo Mobile. Two ways to do that: via an email from ITS (; you can email and ask for "the VPN registration invitation email"); or via Office365.
    3. Download the Duo Mobile app onto your cell phone. Allow push notifications for it.
    4. Download the GlobalProtect app onto your computer.

Although the detailed instructions page refers you to Information Technology Services for help, at the Raynor Information Desk we can also help with some parts of the process.  Give us a call at (414) 288-7556.

Research guides

Here are library research guides to use:

Mac users and Thomson One

Thomson One (T1) will only work on a Mac if you have:

  • A partitioned hard drive, and can run Windows as well as IOS.
  • The VPN installed and running.
  • Internet Explorer, OR ...
  • Chrome or Firefox with an IE simulation extension

For students with Macs without a partitioned hard drive and no access to a PC on which they can install the VPN, I will help by sending you sell-side reports from the Research module of T1 (also called Investext), any market research reports relevant to your pitch companies (again, in the T1 Research module), financials. 

Here's what I will need from you:

  1. An email (my address is in the left-margin) with details on your company, and what types of T1 content you need.  For example, you might write that you need company XYZ's sell-side reports, and current MarketLine industry reports.  
  2. A couple of proposed times that you can be available, so that if I have follow-up questions for you, we can negotiate what I send to you.  This may entail being online for a period.  There have been some problems with email as a delivery medium because some of the files are large. I have found that I can send documents to students through the library's chat service, but that requires that we are both online at the same time.

Let's work together on this?!

See below if you're curious about why there are browser/operating system limitations for this database.

Starting point databases