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Dragon Fund Case Study and Lesson Plan Featured By FactSet

BY JONATHAN HARTLEY

March 23, 2015

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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Associate Professor, Finance

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Most business students at other universities don't have access to this cutting-edge, industry-standard software, giving LeBow students an edge as they move into the workforce.

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LeBow's Dragon Fund had its best year yet in 2013, and it’s one of the largest student-management investment portfolios in the nation.

The Drexel Board of Trustees announced that they are adding $250,000 in funding to the student-managed Dragon Fund, bringing total University investment to $1.5 million.