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Applied Portfolio Management

Develop a deep understanding of portfolio management
Acquire practical skills by managing a portfolio of Australian equity securities using real money in real time through the Applied Portfolio Management program.

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:

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.

Courtney Snushall
Courtney Snushall, Applied Portfolio Management student
“Applied Portfolio Management is a great opportunity to put what I’ve learnt into practice. We hear from industry professionals who provide valuable insight into funds management. Our class has lively discussions over stock selection, financial news and construction. I would definitely recommend it to all finance students.”
Apply now for the Applied Portfolio Management program


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, 2024
  • enrol in FINC3015: Financial Valuation: Case Study Approach in Semester 1, 2024
  • have an assumed knowledge of FINC3017: Investments and Portfolio Management

Please note: Participation in FINC3302 is contingent upon successful completion of FINC3301.

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 6 October 2023.

Max Marchione
Max Marchione, Applied Portfolio Management student
"If you want to sharpen your thinking as an investor, I could not recommend the Applied Portfolio Management program enough. The program is useful for anyone motivated to get a better understanding of the companies and business models that underpin Australian society."
Apply now for the Applied Portfolio Management program

Andre Thomas
Andre Thomas, Applied Portfolio Management student
"The Applied Portfolio Management program significantly contributed to my professional development and commercial awareness, building my technical skills in various due diligence work streams as well as my soft skills in articulating my views and judgements."
Learn more about the Applied Portfolio Management program