Availabilities:
| Location | Domestic | International |
|---|---|---|
| Gold Coast | ||
| Online |
Unit description
Introduces students to investments and portfolio management including the investment framework, portfolio theory, asset pricing, valuation, investment analyses/strategies, professional money management, alternative assets, industry ethics, and performance evaluation. Students will engage in teacher-directed activities and experiences relevant to investment analyses and the construction and management of responsible portfolios.
Unit content
Topic 1a: The Investment Setting
Topic 1b: The Asset Allocation Decision
Topic 2a: Financial Instruments and Markets
Topic 2b: Portfolio Management
Topic 3a: Market Efficiency and Risky Asset Pricing Models
Topic 3b: Valuation Principles and Practices
Topic 4a: Macro- and Industry Analysis of the Share Market
Topic 4b: Company Analysis and Share Valuation
Topic 5a: Technical Analysis
Topic 5b: Equity Portfolio Management Strategies
Topic 6a: Professional Money Management, Alternative Assets and Industry Ethics
Topic 6b: Performance Evaluation
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.
| On completion of this unit, students should be able to: | |
|---|---|
| 1 | discuss modern investment and portfolio theory, highlighting the role/function of the financial system and its key markets, instruments and participants |
| 2 | assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance |
| 3 | critique and apply the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence |
| 4 | construct and defend a multi-asset portfolio. |
On completion of this unit, students should be able to:
- discuss modern investment and portfolio theory, highlighting the role/function of the financial system and its key markets, instruments and participants
- assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance
- critique and apply the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence
- construct and defend a multi-asset portfolio.
Prescribed texts
- Reilly, FK, Brown, KC, Gunasingham, B, Lamba, A, and Elston, F, 2020, Investment Analysis and Portfolio Management, Asia-Pacific Edition, 1st ed, Cengage Learning Australia, South Melbourne, Victoria. ISBN: 9780170416030.
Teaching and assessment
| Teaching method |
| Lecture online 1 hour (Weekly) |
| Tutorial on-site 2 hours (Weekly) |
| Assessment | |
| Stock Analysis and Portfolio Construction | 60% |
| Oral Defence | 40% |
| Teaching method |
| Lecture online 1 hour (Weekly) |
| Tutorial online 2 hours (Weekly) |
| Assessment | |
| Stock Analysis and Portfolio Construction | 60% |
| Oral Defence | 40% |
Fee information
Domestic
Commonwealth Supported courses
For information regarding Student Contribution Amounts please visit the Student Contribution Amounts.
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.