NBA 5120

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  • Schedule of Classes - September 10, 2024 10:17AM EDT
  • Course Catalog - September 10, 2024 9:48AM EDT
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NBA 5120
Applied Portfolio Management

Course information provided by the Courses of Study 2024-2025. Courses of Study 2024-2025 is scheduled to publish mid-June.

This course is an introduction to the theory and practice of fundamental research, quantitative equity security selection, and equity portfolio management. Students have the unique opportunity as part of this course to manage the Cayuga Fund, a student managed fund with $1 million in assets under management from the Cornell University endowment. Students will serve as fundamental analysts, quantitative analysts and portfolio specialists for the fund. Instruction on analysis, portfolio management and the investment business are included in this course. Students are expected to assume leadership for managing the Fund by the end of the semester. The experience is similar to that offered to rising analysts and portfolio managers in buy-side investment firms. Students will learn credit research techniques, maintain their stock coverage and continue managing the Fund in the spring.

When Offered Fall, Spring.

Permission Note Enrollment limited to: MBA students.
Prerequisites/Corequisites Corequisite: NBA 5121.

Comments Application closing dates are well in advance of registration. This class is a year long class. Students will be assigned to sectors and portfolio teams, and must prepare fundamental micro-industry definitions before the Fundamental Module begins.

View Enrollment Information

Syllabi: none

  •   Regular Academic Session. 

  • 3 Credits GradeNoAud

  •  8541 NBA 5120   LEC 001

    • TR
    • Aug 27 - Dec 5, 2024

    • Edwards, A

      Meredith, C

      Stewart, S

  • Enrollment limited to: second-year Master of Business Administration (MBA) students. Application required. Application closing dates are well in advance of registration. This class is a year long class. This course counts as a Management Science Elective.
    Add/Drop Dates: 9:00 am, August 19, 2024 - 11:59 pm, September 9, 2024. Students will be assessed a $100 late fee and be required to obtain faculty permission to add/drop after September 9, 2024. If you drop after October 7, 2024, you will also receive a "W" on your transcript in addition to the late fees.

    Instructor Consent Required (Add)