Applied Investment Management

The University of Arizona Finance Department has established an Applied Investment Management program, providing students with an opportunity to apply previous course experiences and knowledge to a student-managed portfolio funded with contributions by alumni and friends of the University.

Program Objectives

The couse is intended to reinforce the investment, finance and general business subjects taught in the regular curriculum and introduce additional investment subjects. The additional subjects include: the operation of an investment organization, the investment process from setting objectives through execution, and the exploration of venture capital investing with a focus on regional business opportunities. The class schedule will include regular guest speakers of senior executives and investment experts.

To facilitiate an interactive classroom environment, students will form Portfolio Teams to research investment ideas and present portfolio recommendations to an Investment Committee comprised of alumni and friends of the University who hold senior positions with national investment organizations. Graduate students will hold team and class leadership positions, gaining additional experience and skills in team building and leadership.

More information

To apply for Fall enrollment in this course, contact Director Don Seeley in mid-March and provide your current resume.

Please visit the Applied Portfolio students' website that includes recent news from the class, the current composition of the portfolio and the full portfolio review book.

In 2003-04, the students successfully outperformed the benchmark set for the portfolio, as reported in the Eller Times Summer 2004.

For additional information, please contact us.