The newly renovated Institute is home to our student-managed investment funds, providing a state-of-the art facility where students manage real money using the latest financial software. The Institute offers a wide range of analytical software that allows real-time access to stocks, bonds, futures, currencies and options markets around the world.

This includes Wharton Research Data Services (WRDS), the most powerful software platform anywhere for collecting financial data and conducting financial research.

Students are first introduced to the Investment Strategy Institute in their freshman year and are encouraged to use the resources of the Institute through a variety of courses. Among the resources in the Institute are Bloomberg, Bloomberg, Morningstar, WRDS, and MSCI ESG products. Students may also, via independent study, earn Bloomberg Market Concepts Certification. 


Jennifer Milcarek

Program Director, Investment Strategy Institute