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.
Limited to 20 students, this two‐semester program aims to prepare students for a variety of finance‐related careers, including:
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.
To be eligible, students must:
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.
Applications close on Friday 6 October 2023.