Unit description

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.

Unit content

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

Learning outcomes

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

Prescribed texts

Session 1

  • Reilly, FK & Brown, KC, 2012, Investment Analysis & Portfolio Management, 10th edn, Thomson, South-Western.
Prescribed texts may change in future study periods.

Teaching and assessment


Teaching method
Lecture online 1 hour (12 weeks)
Project proposal25%
Exam: closed book50%
Project report25%

Intensive offerings may or may not be scheduled in every session. Please refer to the timetable for further details.

Southern Cross University employs different teaching methods within units to provide students with the flexibility to choose the mode of learning that best suits them. SCU academics strive to use the latest approaches and, as a result, the learning modes and materials may change. The most current information regarding a unit will be provided to enrolled students at the beginning of the study session.

Fee information


Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2017 Commonwealth Supported only. Student contribution band: 3

Fee paying courses
For POSTGRADUATE or UNDERGRADUATE full fee paying courses please check Domestic Postgraduate Fees OR Domestic Undergraduate Fees


Please check the international course and fee list to determine the relevant fees.