NBA 5420

Last Updated

  • Schedule of Classes - September 22, 2025 1:06PM EDT

NBA 5420
Investment and Portfolio Management

Course information provided by the 2025-2026 Catalog.

The first half of the course focuses on the tools of disciplined investing: portfolio construction, diversification, arbitrage pricing, and valuation. We also cover factor investing (value & momentum strategies), fixed income pricing, and performance evaluation of institutional investors such as pension funds, private equity, and hedge funds. The second half of the course studies investing in the context of the global macroeconomy. We study how monetary policy and banking affect financial markets, along with the risks and opportunities of emerging market investing.


Prerequisites NCC 5060 or an equivalent course.

Last 4 Terms Offered 2025SP, 2024SP, 2023SP, 2022SP

View Enrollment Information

Syllabi: none

  •   Regular Academic Session. 

  • 3 Credits Opt NoAud

  •  5845 NBA 5420   LEC 001

    • MW
    • Jan 20 - May 5, 2026

    • Baron, M

  • Instruction Mode: In Person

    Enrollment limited to: Master of Business Administration (MBA) and graduate students. ** S/U or Letter Grade Only - NO AUDITS ALLOWED ** Grade option change deadline: March 18, 2025 This course counts as a Management Science Elective.
    Add/Drop dates: 9:00 am, January 14, 2025 - 11:59 pm, February 4, 2025. Students will be assessed a $100 late fee and be required to obtain faculty permission to add/drop after February 4, 2025. If you drop after March 18, 2025, you will also receive a "W" on your transcript in addition to the late fees.

    Instructor Consent Required (Add)

Syllabi: none

  •   Regular Academic Session. 

  • 3 Credits Opt NoAud

  •  5846 NBA 5420   LEC 002

    • MW
    • Jan 20 - May 5, 2026

    • Baron, M

  • Instruction Mode: In Person

    Enrollment limited to: Master of Business Administration (MBA) and graduate students. ** S/U or Letter Grade Only - NO AUDITS ALLOWED ** Grade option change deadline: March 18, 2025 This course counts as a Management Science Elective.
    Add/Drop dates: 9:00 am, January 14, 2025 - 11:59 pm, February 4, 2025. Students will be assessed a $100 late fee and be required to obtain faculty permission to add/drop after February 4, 2025. If you drop after March 18, 2025, you will also receive a "W" on your transcript in addition to the late fees.

    Instructor Consent Required (Add)