Applied Security Analysis and Investment Management I
This course manages an actual investment portfolio through security analysis, policy development, and field research including management interviews.
Summary
Labs are small, with a median of 9 enrolled students in the recorded sections.
What you’ll be able to do
Identify a company’s key sources of competitive advantage and determine the sustainability of that advantage.
Build financial statement models that help determine likely company outcomes and identify key drivers and risks.
Develop a macroeconomic outlook and an interest rate forecast that is consistent with that outlook.
Demonstrate skills to differentiate between analytical mistakes and natural volatility.
Assess portfolio level risk using traditional measures of volatility and projected risk on both an absolute and relative basis using factor risk models.
Cultivate high-level interviewing skills designed to differentiate knowledge and experience from other MS/MBA student applicants.
Articulate how ethical behavior, particularly as described in the CFA Institute’s Code of Ethics and Professional Conduct, serves the best interests of both clients and investment professionals.
Apply contemporary research to enhance portfolio management strategies.
Source: UW Guide
Grade history
↗No recorded grade history.
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Prerequisites
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- Consent of instructor
Professors
Spring 2027No instructors recorded for this selection.
Historical instructors & teaching patterns
Recorded history may be incomplete and does not establish a future schedule.
Calendar & sections
Spring 2027Schedule loads here as you scroll.
| Section | Mode | Enrolled / capacity | Waitlist |
|---|
Times are Central. Select a meeting for details; export includes recorded dates for the selected sections.
Meeting source records
Student experience
the class
Management of an actual portfolio of investments. Engage in security analysis, develop a portfolio policy, and participate in field research such as trips to interview the management of potential portfolio acquisitions.
difficulty & workload
No workload feedback recorded.
Topics
- Actual portfolio management
- Security analysis
- Competitive advantage identification and sustainability
- Macroeconomic outlook and interest rate forecasting
- Portfolio risk assessment using factor risk models
- Investment ethics under the CFA Institute Code
- Field research and management interviews
Skills
- Security analysis and portfolio policy development
- Building financial statement models to determine company outcomes and identify drivers and risks
- Developing macroeconomic outlooks and consistent interest rate forecasts
- Assessing portfolio-level risk using volatility measures and factor risk models
- High-level interviewing skills for differentiating knowledge and experience
- Applying the CFA Institute’s Code of Ethics and Professional Conduct to client and professional interests
Grades
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Catalog & offerings
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Grade history
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Explore recorded gradesRecorded 2026-10-14
Model outputs & technical records
LLM outputs across runs
Full model traces
Recorded model configuration, reasoning, and tool conversations.
Model & dataset provenance
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"observed_at": "2026-10-14 17:50:09.728220+00:00"
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