Asset Management Pathway
The Asset Management pathway is an interdisciplinary program designed to prepare students for careers in asset management. The pathway’s emphasis is on investing in publicly traded assets. Investments in private markets and real estate are the focus of the Venture Capital and Private Equity pathway and the Real Estate pathway. All three pathways emphasize a core set of valuation skills, and students with an interest in asset management are encouraged to explore courses in these other pathways.
A fundamental tenant of the Asset Management pathway is that good investors need to have a fundamental understanding of businesses and the markets and industries in which those businesses operate. Thus, successful investors need to know all aspects of the businesses and markets in which they invest.
A critical component of the pathway is its experiential learning course offerings, the Asset Management Practicum and the Asset Management Lab.
The Asset Management Practicum is a sequence of courses in which the students manage long/short equity portfolios with total assets under management of $20 million. The students chose stocks to analyze and are responsible for trading, asset allocation, risk management and performance attribution.
The Asset Management Lab is a course in which students are placed in asset management firms to work on a project selected by the firm. Students spend one to two days per week at the firm during the quarter.
Faculty sponsor: Robert Korajczyk (Finance)
A fundamental tenant of the Asset Management pathway is that good investors need to have a fundamental understanding of businesses and the markets and industries in which those businesses operate. Thus, successful investors need to know all aspects of the businesses and markets in which they invest.
A critical component of the pathway is its experiential learning course offerings, the Asset Management Practicum and the Asset Management Lab.
The Asset Management Practicum is a sequence of courses in which the students manage long/short equity portfolios with total assets under management of $20 million. The students chose stocks to analyze and are responsible for trading, asset allocation, risk management and performance attribution.
The Asset Management Lab is a course in which students are placed in asset management firms to work on a project selected by the firm. Students spend one to two days per week at the firm during the quarter.
Faculty sponsor: Robert Korajczyk (Finance)
Asset Management
Pathway
2 | Competitive Advantage
Equities
Financial DecisionsFINC 442
Value Investing
FINC 444
Financial Reporting and Analysis
ACCT 451
Competitive Strategy and Industrial Structure
MECN 441
Financial Modeling for Private Equity Transactions
FINC 478-5
Private Equity and Distressed Investing
FINC 951-5
Fixed Income
Financial DecisionsFINC 442
Derivatives Markets
FINC 465
International Finance
FINC 470
Mergers and Acquisitions, LBOs and Corporate Restructuring
FINC 448
Financial Modeling for Private Equity Transactions
FINC 478-5
Last edited May 10, 2022. For any questions regarding this page, please email kellogg-registrar@kellogg.northwestern.edu