Introduces students to portfolio management including portfolio theory, asset pricing, valuation, investment analysis and strategies, and performance evaluation. Students will engage in teacher-directed activities and experiences relevant to contemporary portfolio construction and management. A project-based learning approach will also be emphasised using the ‘StockTrak’ investment simulation.
Topic 1: The Investment Portfolio: An Introduction
Topic 2: Investor Preferences and Portfolio Concepts
Topic 3: Portfolio Management
Topic 4: Risky Asset Pricing Models
Topic 5: Equity Valuation Models
Topic 6: Macro- and Industry Analysis
Topic 7: Quantitative Stock Analysis
Topic 8: Qualitative Stock Analysis
Topic 9: Hedging and Speculating with Options
Topic 10: Alternative Investments
Topic 11: Performance Evaluation of Managed Funds
Topic 12: 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||Develop a professional statement of investment advice||Intellectual rigour||Creativity|
|2||Explain how investment theory provides a basis for rational portfolio management decisions||Knowledge of a discipline|
|3||Analyse mainstream and alternative portfolio management approaches||Knowledge of a discipline|
|4||Access, analyse and interpret data on securities markets||Intellectual rigour||Creativity|
|5||Construct a security portfolio utilising the theory and professional practice of portfolio construction||Intellectual rigour||Creativity|
|6||Evaluate the performance of portfolio managers||Intellectual rigour||Knowledge of a discipline|
- Brailsford, T, Heaney, R & Bilson, C, 2015, Investments: Concepts & Applications, 5th edn, Cengage Learning, South Melbourne, Victoria. ISBN: 9780170235532.
Teaching and assessment
|Lecture online 1 hour (12 weeks)|
|Exam: closed book||40%|
Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2018 Commonwealth Supported only. Student contribution band: 3
Please check the international course and fee list to determine the relevant fees.