NBA 5120

Last Updated

  • Schedule of Classes - January 15, 2024 7:50PM EST
  • Course Catalog - January 15, 2024 7:28PM EST

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. 

  • 1.5-3 Credits GradeNoAud

  •  9400 NBA 5120   LEC 001

  • Instruction Mode: In Person
    Enrollment restricted to 2 year MBA students only By application only. Application closing dates are well in advance of registration. This class is a year long class. Add/Drop Dates: August 14th at 9:00 am through September 5th at 11:59 pm. Starting September 6th, permission of the instructor is required to add/drop and a late fee of $100 will be charged. If you are dropping on or after October 16th, you will also receive a "W" on your transcript in addition to the late fee. This course counts as a Management Science Elective.

    Instructor Consent Required (Add)