Spring 2027

Applied Security Analysis and Investment Management II

Applied Security Analysis and Investment Management II involves managing an actual investment portfolio, conducting security analysis, implementing strategies, and reporting performance and diagnostics to trustees.

offering recorded4 credits
Recorded instructors · Spring 2027 Betsi Hill3.7/5Mark Fedenia3.1/5R. J. New

Summary

1 / 2

Recent recorded grades — Spring 2026: 4.00 GPA, 100.0% A/AB (n=15 letter grades).

What you’ll be able to do

  • Assess the value of publicly traded equity and fixed income securities.

  • Demonstrate an understanding of the causes of mispriced securities: how to identify mispriced securities and how to evaluate the success of an evaluation process and decisions through the active management of a portfolio.

  • Develop portfolios designed to produce consistent positive returns and/or outperform benchmarks without taking on significant absolute or incremental risk.

  • Assess portfolio level risk using traditional measures of volatility and projected risk on both an absolute and relative basis using factor risk models.

  • Recognize and apply the importance of ethical behavior within the investment industry and practice the application of a framework to work through ethical dilemmas.

  • Utilize a team structure to sharpen communication and collaboration skills in an effort to successfully execute an active management strategy, and obtain an investment industry job upon graduation.

  • Apply contemporary research to enhance portfolio management strategies.

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 675(or FINANCE 835 prior to Fall 2026)

FINANCE 676

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

Prerequisite text tree

Professors

Spring 2027
Adjusted rating
RMP difficulty
captured reviews
About this rating

Raw average: 5.00/5 from 1 quality ratings. The adjusted rating blends this with the UW review average (3.66/5), weighted as 20 additional ratings. Smaller samples stay closer to that average. Each captured review is counted once in the prior; this does not correct who chooses to leave a review.

RMP profile ↗ · All captured review dates; profile matched by name.

Recent recorded grades — Spring 2026: 4.00 GPA, 100.0% A/AB (n=7 letter grades).

Adjusted rating
RMP difficulty
captured reviews
About this rating

Raw average: 2.38/5 from 16 quality ratings. The adjusted rating blends this with the UW review average (3.66/5), weighted as 20 additional ratings. Smaller samples stay closer to that average. Each captured review is counted once in the prior; this does not correct who chooses to leave a review.

RMP profile ↗ · All captured review dates; profile matched by name.

No course-specific feedback yet.

Recent recorded grades — Spring 2026: 4.00 GPA, 100.0% A/AB (n=8 letter grades).

Historical instructors & teaching patterns

BETSI HILL is recorded teaching in Spring 2026. Recorded history may be incomplete and does not establish a future schedule.

MARK FEDENIA is recorded teaching in Spring 2026. Recorded history may be incomplete and does not establish a future schedule.

R. J. NEW is recorded teaching in Spring 2026. 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
LEC 001Classroom Instruction0 / 100
LEC 002Classroom Instruction0 / 100
LEC 003Classroom Instruction0 / 100

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 2026: 4.00 GPA, 100.0% A/AB (n=15 letter grades).

difficulty & workload

No workload feedback recorded.

Topics

  • Portfolio management, security analysis, and performance reporting
  • Valuation of publicly traded equity and fixed income securities
  • Identification of mispriced securities and evaluation of active management processes
  • Portfolio risk assessment using volatility, projected risk, and factor risk models
  • Ethical behavior and frameworks for resolving ethical dilemmas in the investment industry
  • Application of contemporary research to portfolio management strategies

Skills

  • Assess the value of publicly traded equity and fixed income securities
  • Identify mispriced securities and evaluate the success of an evaluation process and decisions through the active management of a portfolio
  • Develop portfolios designed to produce consistent positive returns and/or outperform benchmarks without taking on significant absolute or incremental risk
  • Assess portfolio level risk using traditional measures of volatility and projected risk on both an absolute and relative basis using factor risk models
  • Recognize and apply the importance of ethical behavior within the investment industry and practice the application of a framework to work through ethical dilemmas
  • Utilize a team structure to sharpen communication and collaboration skills in an effort to successfully execute an active management strategy, and obtain an investment industry job upon graduation
  • Apply contemporary research to enhance portfolio management strategies

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
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.

Download part 1
Selected offering source records
FINANCE 676 · Spring 2027

Applied Security Analysis and Investment Management II

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": "1274:233:003074",
    "course_id": "FINANCE 676",
    "course_uid": "course_9e1b4c1a59c10a0f915452af",
    "term_id": "1274",
    "source_course_id": "003074",
    "source_subject_id": "233",
    "title": "Applied Security Analysis and Investment Management II",
    "credits_min": 4,
    "credits_max": 4,
    "typically_offered": "Occasionally"
  }
]
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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": "8325943599a4177f5e5eb68cac568bcc7d2766d29d8e0a69a783d7b65fbfb224",
  "requirements_status": "needs_review",
  "dataset_revision": "fc1811fa52e581ea57a35c0cf3343f8740a8ffbf",
  "observed_at": "2026-10-14 17:50:09.728220+00:00"
}