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LocationDomesticInternational
Gold CoastSession 1Session 1
LismoreSession 1Session 1
OnlineSession 1N/A

Unit description

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.

Unit content

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

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.

GA1: Intellectual rigour, GA2: Creativity, GA3: Ethical practice, GA4: Knowledge of a discipline, GA5: Lifelong learning, GA6: Communication and social skills, GA7: Cultural competence
On completion of this unit, students should be able to:GA1GA2GA3GA4GA5GA6GA7
1Develop a professional statement of investment adviceIntellectual rigourCreativity
2Explain how investment theory provides a basis for rational portfolio management decisionsKnowledge of a discipline
3Analyse mainstream and alternative portfolio management approachesKnowledge of a discipline
4Access, analyse and interpret data on securities marketsIntellectual rigourCreativity
5Construct a security portfolio utilising the theory and professional practice of portfolio constructionIntellectual rigourCreativity
6Evaluate the performance of portfolio managersIntellectual rigourKnowledge of a discipline

On completion of this unit, students should be able to:

  1. Develop a professional statement of investment advice
    • GA1: Intellectual rigour
    • GA2: Creativity
  2. Explain how investment theory provides a basis for rational portfolio management decisions
    • GA4: Knowledge of a discipline
  3. Analyse mainstream and alternative portfolio management approaches
    • GA4: Knowledge of a discipline
  4. Access, analyse and interpret data on securities markets
    • GA1: Intellectual rigour
    • GA2: Creativity
  5. Construct a security portfolio utilising the theory and professional practice of portfolio construction
    • GA1: Intellectual rigour
    • GA2: Creativity
  6. Evaluate the performance of portfolio managers
    • GA1: Intellectual rigour
    • GA4: Knowledge of a discipline

Prescribed texts

  • Brailsford, T, Heaney, R & Bilson, C, 2015, Investments: Concepts & Applications, 5th edn, Cengage Learning, South Melbourne, Victoria. ISBN: 9780170235532.
Prescribed texts may change in future study periods.

Teaching and assessment

Teaching method
Lecture online 1 hour (12 weeks)
Tutorial on-site 2 hours (12 weeks)
Assessment
Project proposal15%
Project evaluation15%
Project analysis30%
Exam: closed book40%

Teaching method
Lecture online 1 hour (12 weeks)
Tutorial on-site 2 hours (12 weeks)
Assessment
Project proposal15%
Project evaluation15%
Project analysis30%
Exam: closed book40%

Teaching method
Lecture online 1 hour (12 weeks)
Assessment
Project proposal15%
Project evaluation15%
Project analysis30%
Exam: closed book40%
Notice

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

Domestic

Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
Commencing 2020 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

International

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

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