The student-managed Sellinger Applied Portfolio Fund at Loyola University Maryland, also known as the “SAP Fund,” was established to provide students with actual portfolio management experience. Students are exposed to the various aspects of the portfolio management process, including asset valuation, diversification, portfolio optimization, asset selection, risk management, performance evaluation, and rebalancing. Each year, the University may provide the SAP Fund with up to $500,000 to invest. These funds are a component of the University’s endowment. All investments within the SAP Fund are liquidated annually at the end of the course.
Students have access to the Bloomberg Professional, S&P Capital IQ, and Morningstar Direct platform for research, and classes are conducted in the SELL – the trading floor located in the Sellinger School of Business and Management.