Provides coverage of contemporary portfolio theory and relates that theory to the development of appropriate investment strategies for different classes of investors (individual, corporate and institutional). Topics such as asset allocation and portfolio construction, risk awareness and minimisation, security portfolio management, managed investments, and portfolio performance evaluation are emphasised.
Topic 1 Asset Allocation and Risk Awareness
Topic 2 Fundamental Analysis I
Topic 3 Fundamental Analysis II
Topic 4 Technical Analysis
Topic 5 Equity Portfolio Management Strategies
Topic 6 Fixed-Income Portfolio Management Strategies
Topic 7 Managed Investment Strategies
Topic 8 Alternative Management Strategies
Topic 9 Portfolio Evaluation and Revision
Topic 10 Contemporary Issues in Portfolio Management
Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.
Learning outcomes and graduate attributes
|On completion of this unit, students should be able to:||GA1||GA2||GA3||GA4||GA5||GA6||GA7|
|1||explain how finance theory provides a basis for rational investment, portfolio management and financial risk management decisions||Intellectual rigour||Ethical practice||Knowledge of a discipline||Communication and social skills|
|2||critically analyse mainstream and alternative portfolio management approaches||Intellectual rigour||Knowledge of a discipline|
|3||demonstrate expertise in accessing data on securities markets and other investment alternatives||Intellectual rigour||Knowledge of a discipline|
|4||demonstrate ability to construct a security portfolio utilising the theory and professional practice of portfolio construction||Intellectual rigour||Ethical practice||Knowledge of a discipline||Communication and social skills|
|5||evaluate the performance of portfolio managers.||Intellectual rigour||Ethical practice||Knowledge of a discipline||Communication and social skills|
- Reilly, FK & Brown, KC, 2012, Investment Analysis & Portfolio Management, 10th edn, Thomson, South-Western.
Teaching and assessment
|Lecture online 1 hour (10 weeks)|
|Exam: closed book||50%|
Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2015 Commonwealth Supported only. Student contribution band: 3
Please check the international course and fee list to determine the relevant fees.