Aug 22, 2025  
2025-2026 APU Catalog 
    
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2025-2026 APU Catalog
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BA 48300 - Fund Management Practicum

(1) Students in this class will be tasked exclusively with managing APU’s live, fully funded, real-time growth equity endowment portfolio, established October 2001. Students will employ
active-management quantitative stock screening and selection methods, sound portfolio construction principles, and portfolio attribution and characteristics analysis, while following the prescribed investment policy and discipline.

This portfolio management course is fast-paced with an emphasis on leveraging APU’s industry-leading Bloomberg Professional service, providing a comprehensive array of market and portfolio data, news, and analytics. Students will be required to achieve their Bloomberg Certification during the course. Graduate students may be asked to serve as mentors to undergraduate students. Prerequisite:  BA 40200 - Business Finance  


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