Teaching the industry review process in student-managed investment funds

Scott Stewart, clinical professor at the Samuel Curtis Johnson School of Management, part of the SC Johnson College of Business, presented a talk on "Teaching Industry Reviews and Using Them In A Student-managed Investment Fund" at the 25th annual Financial Education Association conference.

He delivered his talk to an audience of faculty from business schools across the U.S. This article provides highlights of his presentation. According to Stewart, the equity research process is a critical aspect of investment management, yet many university courses fail to adequately prepare students for the realities of conducting industry reviews - a critical step in professional equity analysis.

"A curriculum developed over 20 years at both graduate and undergraduate levels offers a solution to this gap, providing students with hands-on experience in preparing real-time, proprietary industry reviews within a single semester," said Stewart. This type of curriculum is available at the Cornell SC Johnson College of Business both as a standalone course and as part of the Cayuga Fund program offered by the Parker Center for Investment Research.

Read the full story on the Cornell SC Johnson College of Business website.

Sarah Magnus-Sharpe is the director of public relations and communications at the Cornell SC Johnson College of Business.