Abstract
Markowitz's Modem Portfolio Theory (MPT) has laid a foundation for modem financial economics. Teaching the principles of MPT is a necessary part for financial education. In this paper, we discuss how to guide students to build an Excel model of efficient frontier and apply the model to analyze portfolios in the real world. In an advanced finance course at SUNY Oneonta, Portfolio Management, students use Excel to construct a model that produces the efficient frontier for the assets held by SUNY Oneonta Foundation. They use the model to analyze the Foundation's portfolio, assess its performance, and propose their investment suggestions.
Recommended Citation
(2026)
"Building an Excel Model of Efficient Frontier to Analyze a College Foundation's Portfolio,"
Journal of Economics and Finance Education: Vol. 20:
Iss.
1, Article 5.
Available at:
https://scholarship.rollins.edu/jefe/vol20/iss1/5
