Applied Portfolio Management
What is Applied Portfolio Management?
Applied Portfolio Management is a two-semester program providing selected undergraduate Finance students a forum to develop their equity research and portfolio management skills by managing the Business School’s Student Managed Investment Fund (SMIF). The SMIF is an active equity portfolio that aims to outperform the S&P/ASX300 accumulation index.
The program requires a two‐semester commitment and enrolment in the following elective units of study:
- FINC3301: Applied Portfolio Management A (Semester 1, 2025)
- FINC3302: Applied Portfolio Management B (Semester 2, 2025)
These units may be counted towards the selective unit requirements of the Finance major.
Why study Applied Portfolio Management?
Limited to 20 students, this two‐semester program aims to prepare students for a variety of finance‐related careers, including:
- equity research
- investment banking
- portfolio management
- credit and financial analysis
- wealth management
- investment consulting
The units will focus on developing a deeper understanding of portfolio analysis, valuation techniques and enhance communication skills.
Students will be expected to prepare research reports, perform presentations and monitor the companies in the portfolio. Each student will specialise in one economic sector and one functional team, which provides an opportunity to gain a deep understanding of company, industry, and economic value drivers as well as quantitative analysis, portfolio construction and risk management.
Eligibility
To be eligible, students must:
- be enrolled in a University of Sydney Undergraduate degree with a major in Finance
- have achieved at least a distinction in FINC2011 or FINC2012 prior to Semester 1, 2025
- enrol in FINC3015: Financial Valuation: Case Study Approach in Semester 1, 2025
Please note: Participation in FINC3302 is contingent upon successful completion of FINC3301. Students who have demonstrated exceptional academic performance in FINC3015 Financial Valuation: Case Study Approach with a minimum grade of Distinction (or higher) may also be eligible to apply for enrolment in FINC3302.
No prior investment experience is necessary to apply for admission. Successful candidates will exhibit excellent communication skills, strong analytical ability, a broad understanding of the economy and financial markets.
The unit will require a considerable time commitment with successful applicants required to be self‐motivated, hard-working and be able to work successfully in a team environment.
How to apply
Applications close on Friday 18 October 2024.