NBA 5120

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  • Schedule of Classes - September 10, 2024 10:17AM EDT
  • Course Catalog - September 10, 2024 9:19AM EDT
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NBA 5120
Applied Portfolio Management

Course information provided by the Courses of Study 2023-2024.

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 MBA students only
Prerequisites/Corequisites Corequisite: NBA 5121.

Comments 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. 

  • 1.5 Credits GradeNoAud

  •  8228 NBA 5120   LEC 001

  • Enrollment limited to: The students who were enrolled in NBA 5120 & NBA 5121 in Fall 2023 Add/Drop dates: January 16th – February 5th Deadline to drop February 5th at 11:59pm. Permission from faculty required to add/drop after February 5th. A late fee of $100.00 will be charged after February 5th. Deadline to drop without “W” March 18th. After this date, "W" grade on your transcript in addition to the late fees. This course counts as a Management Science Elective.

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