Dragon Fund Case Study and Lesson Plan Featured By FactSet

  • By Jonathan Hartley

The students managing the Dragon Fund portfolio use powerful financial software purchased through FactSet to follow market trends and make informed investing decisions. The innovative use of industry-standard software by the students and the notable success of the portfolio they manage has drawn notice from FactSet. A case study and detailed lesson plan have recently been added to the FactSet web page as models to guide the use of the software in the classroom.

Professor Daniel Dorn, who is the faculty advisor to the Dragon Fund, explains that any school can purchase access to FactSet, but “what’s hard is to effectively incorporate these platforms and their capabilities in such a way that students learn more effectively. Drexel LeBow distinguishes itself by integrating these platforms into the curriculum.”

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