"We rely on the collective expertise of our team to leverage market informed judgments on equity strategies that address clients' specific needs."

Matt Fahey
Senior Vice President
Portfolio Manager and Director of Equities

Specialized Offerings

M&I Investment Management offers expertise in four specialized areas to help our clients meet their unique financial needs.

Alternative Investments

Investors who meet certain qualifications may consider M&I's Alternative Investments, which are designed to provide clients with a highly specialized, sophisticated means by which to achieve their investment goals.
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Asset Allocation

Effective asset allocation is at the heart of every good financial plan. This offering provides professionally managed, fully diversified portfolios to help you achieve your long-term goals.
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Securities Lending Collateral Management

Marshall & Ilsley Trust Company N.A.'s Securities Lending Program allows its clients to lend securities in their investment portfolios to generate additional income. Each loan of securities is collateralized with cash, which is managed by the cash management specialists of M&I Investment Management.
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Custom Quantitative Solutions

Quantitative analysis is a financial analysis technique that uses mathematical and statistical modeling, measurement and research to understand market movement. M&I is a leader in the growing discipline of quantitative investing.
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