Availabilities:

Not currently available in 2021

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 investments 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.

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
1Explain the role of the financial system and its regulatory bodies, its function, and the key participants within the finance system.Lifelong learning
2Identify the various financial markets, characteristics and instruments traded on these markets.Lifelong learning
3Evaluate funding methods for investing.Lifelong learning
4Assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance.CreativityEthical practiceLifelong learning
5Critique the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence and comment on their usefulness and applications.CreativityEthical practiceLifelong learning
6Construct and defend a multi-asset portfolio.CreativityEthical practiceLifelong learning

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

  1. Explain the role of the financial system and its regulatory bodies, its function, and the key participants within the finance system.
    • GA5: Lifelong learning
  2. Identify the various financial markets, characteristics and instruments traded on these markets.
    • GA5: Lifelong learning
  3. Evaluate funding methods for investing.
    • GA5: Lifelong learning
  4. Assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance.
    • GA2: Creativity
    • GA3: Ethical practice
    • GA5: Lifelong learning
  5. Critique the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence and comment on their usefulness and applications.
    • GA2: Creativity
    • GA3: Ethical practice
    • GA5: Lifelong learning
  6. Construct and defend a multi-asset portfolio.
    • GA2: Creativity
    • GA3: Ethical practice
    • GA5: Lifelong learning

Teaching and assessment

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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