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LocationDomesticInternational
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:
1discuss modern investment and portfolio theory, highlighting the role/function of the financial system and its key markets, instruments and participants
2assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance
3critique and apply the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence
4construct and defend a multi-asset portfolio.

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.

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.
Prescribed texts may change in future study periods.

Teaching and assessment

Teaching method
Lecture online 1 hour (Weekly)
Tutorial on-site 2 hours (Weekly)
Assessment
Stock Analysis and Portfolio Construction60%
Oral Defence40%

Teaching method
Lecture online 1 hour (Weekly)
Tutorial online 2 hours (Weekly)
Assessment
Stock Analysis and Portfolio Construction60%
Oral Defence40%
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.

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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