Student Professional Organizations
The William C. Dunkelberg Owl Fund (“Owl Fund”) is a student-run “value” equity investment fund that manages a portion of Temple University’s Endowment. The goal of the Owl Fund is to provide the Temple University students with a unique learning environment where they put investment principles into practice using live capital. Students prepare to initiate coverage equity reports on S&P 500 companies by conducting market research, financial analysis, and relative/discounted cash flow valuations on companies in an assigned sector to capitalize on undervalued securities. Industry-standard research tools such as Bloomberg Professional, FactSet and Thomson One are used to conduct company due diligence and valuation in creating research reports. Investment analysis and equity pitches are done in the Capital Markets Room.
The Fox Fund teaches students about capital markets through managing a virtual portfolio of U.S. equities. The ultimate goal of the Fox Fund is to prepare students to help manage a portion of Temple’s endowment in The Owl Fund and for their careers.
The Diamond Bond Fund is a student-run, Board of Trustees Investment Committee approved- fixed income fund. The fund provides students with the opportunity to manage a portfolio to a customized benchmark consistent with the University’s fixed income manager guidelines, translate a macro view on rates and credit spreads to rebalance the portfolio, and develop the ability to analyze a company’s capital structure to find value in specific bond issues.
Bloomberg for Education has recognized the Fox School of Business as an Experiential Learning Partner (ELP). The Bloomberg ELP program partners with the Fox School to provide an innovative and rigorous curriculum for Fox students that incorporates experiential learning through the Bloomberg Terminal.
The Fox School offers innovative courses that build students’ financial market awareness and career readiness, and by using the Bloomberg Terminal, students can examine corporate fundamentals, assess relative value and understand corporate strategy in play.
What is it?
A two-semester online professional development program for motivated underclassmen. Each 1.5 credit course runs once in the Fall and once in the Spring, respectively, for a total of 3 credits upon completion of the program.
Why do it?
Are you unsure of what you want to do with a Fox Finance degree? Do you want to explore the career options that a Finance degree offers? The Finance Fellows program provides a road map for you to prepare for a career within the finance profession. Most importantly, becoming a Fellow should provide you with the background needed to be a competitive candidate for internship opportunities!
In this program you will:
- Introduction to the different career paths in finance
- Understand important tasks and responsibilities of the career paths
- Learn how to use information sources
- Build a working foundation in Excel
- Develop critical thinking skills to approach finance problems
CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P). The platform is widely used in many areas of corporate finance, asset management and investment banking. The CapIQ platform provides private and public company information needed to perform an analysis that might be needed for M&A or to make investment recommendations. CapIQ is often essential to financial modeling classes and coursework.
FactSet provides data and analytical applications to global buy and sell-side professionals, including portfolio managers, market research and performance analysts, risk managers, sell-side equity researchers, investment bankers, and fixed income professionals. FactSet’s Workstation includes real-time news and quotes, company and portfolio analysis, multi-company comparisons, industry analysis, company screening, portfolio optimization and simulation, predictive risk measurements, alpha testing and tools to value and analyze fixed income securities and portfolios.
Refinitiv is an American-British global provider of financial market data and infrastructure. Refinitiv runs more than 130 fintech data, analytics, trading, and risk assessment tools including World-Check, FXall, Eikon, the execution management system REDI, Datastream for macro-economic analysis, Quantitative Analytics on the Cloud. Refinitiv also maintains a database featuring more than a million mergers and acquisitions (M&A) deals spanning over 40 years, covering corporate finance transactions and investment banking league tables across equity markets, debt, loans, bonds, project finance, initial public offerings (IPOs), joint ventures, repurchases, private equity and municipal bonds.