Spring 2027

Introduction to Applied Portfolio Management

Introduction to Applied Portfolio Management focusing on the development and implementation of the portfolio decision-making process.

offering recorded3 credits
Recorded instructors · Spring 2027 Greg Schroeder

Summary

1 / 3

Recent recorded grades — Spring 2024: 3.97 GPA, 100.0% A/AB (n=15 letter grades); Spring 2025: 3.92 GPA, 92.3% A/AB (n=13 letter grades); Spring 2026: 4.00 GPA, 100.0% A/AB (n=17 letter grades).

What you’ll be able to do

  • Produce an economic forecast to be used in developing equity and fixed income market return forecasts and in managing individual equity and fixed income portfolios.

  • Recommend a tactical asset allocation utilizing equity and fixed income return and risk forecasts.

  • Develop methodology for allocating assets between the equity and fixed income alternatives that maximizes expected return subject to risk within specified guidelines.

  • Create an investment philosophy and related portfolio decision making process for its implementation.

  • Develop a process to identify and critique new investment opportunities.

  • Monitor and control the risk of an investment portfolio.

  • Enhance existing network of contacts and relationships in the investment community for job placement, and industry events.

Source: UW Guide

Grade history

↗
average GPA
letter grades
A
AB
B
BC
C
D
F

All recorded terms · compare terms & instructors

Prerequisites

Course map

FINANCE 645

FINANCE 646

This is a best-effort interpretation; check the catalog requirements above.

Prerequisite text tree

Professors

Spring 2027

Recent recorded grades — Spring 2022: 4.00 GPA, 100.0% A/AB (n=16 letter grades); Spring 2023: 4.00 GPA, 100.0% A/AB (n=17 letter grades).

Historical instructors & teaching patterns

GREGORY SCHROEDER is recorded teaching in Spring 2022, Spring 2023. Recorded history may be incomplete and does not establish a future schedule.

Recorded history may be incomplete and does not establish a future schedule.

Calendar & sections

Spring 2027

Schedule loads here as you scroll.

SectionModeEnrolled / capacityWaitlist
SEM 001Classroom Instruction0 / 200

Times are Central. Select a meeting for details; export includes recorded dates for the selected sections. Enrollment reflects scan time.

Meeting source records
Download part 1

Student experience

the class

Recent recorded grades — Spring 2024: 3.97 GPA, 100.0% A/AB (n=15 letter grades); Spring 2025: 3.92 GPA, 92.3% A/AB (n=13 letter grades); Spring 2026: 4.00 GPA, 100.0% A/AB (n=17 letter grades).

difficulty & workload

No workload feedback recorded.

Topics

  • Portfolio management and decision-making processes
  • Asset allocation between equity and fixed income alternatives
  • Investment philosophy creation and implementation

Skills

  • Developing economic and market return forecasts for equity and fixed income portfolios
  • Recommending tactical asset allocations based on return and risk forecasts
  • Monitoring and controlling investment portfolio risk

Grades

Latest available · Spring 2026— not enough history to project Spring 2027.

average GPA
A / AB grades
letter grades
Instructor

Grade distribution · % of letter grades

A
AB
B
BC
C
D
F

Grades over time

Through Spring 2026

More grade details Grade mix, volume & source data

Not enough comparable courses for Spring 2027 in UW–Madison.

Sources & history

UW–Madison

Catalog & offerings

Descriptions, prerequisites, and recorded course offerings.

Catalog observation history

Observations at scan time; dates do not imply when a catalog change took effect.

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Selected offering source records
FINANCE 646 · Spring 2027

Introduction to Applied Portfolio Management

Recorded 2026-10-14
Raw records 
[
  {
    "run_id": "20261014T203208-0851c9a1",
    "semester": "1274",
    "observed_at": "2026-10-14 17:50:09.728220+00:00",
    "offering_id": "1274:233:023612",
    "course_id": "FINANCE 646",
    "course_uid": "course_8040ceb1e8b352d6b9fd9fdf",
    "term_id": "1274",
    "source_course_id": "023612",
    "source_subject_id": "233",
    "title": "Introduction to Applied Portfolio Management",
    "credits_min": 3,
    "credits_max": 3,
    "typically_offered": "Spring"
  }
]
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Student reviews

Original comments behind the course and instructor summaries.

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Madgrades

Grade history

Recorded grade distributions by term, section, and instructor.

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Dataset & model

Recorded 2026-10-14

View the dataset on Hugging Face
Model outputs & technical records
Qwen/Qwen3.8-27B
LLM outputs across runs
Download part 1
Full model traces

Recorded model configuration, reasoning, and tool conversations.

Download part 1
Model & dataset provenance 
{
  "model": "Qwen/Qwen3.8-27B",
  "model_revision": "1d4bf0f2ff6012fd82039f2fa52739d0dd7c60c0",
  "task_version": "17",
  "output_id": "36e4331fcdc05e34a23327668c6a8edd925e12212c7f0570992983e54453db4a",
  "requirements_status": "valid",
  "dataset_revision": "fc1811fa52e581ea57a35c0cf3343f8740a8ffbf",
  "observed_at": "2026-10-14 17:50:09.728220+00:00"
}