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Unit of Study FIN10711 - Portfolio Management (2014)

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Unit Snapshot

Unit description

Provides coverage of contemporary portfolio theory and relates that theory to the development of appropriate investment strategies for different classes of investors (individual, corporate and institutional). Topics such as asset allocation and portfolio construction, risk awareness and minimisation, security portfolio management, managed investments, and portfolio performance evaluation are emphasised.

Unit content

Topic 1 Portfolio Theory and Concepts
Topic 2 Asset Allocation and Risk Awareness
Topic 3 Portfolio Construction and Security Selection
Topic 4 Technical Analysis
Topic 5 Equity Portfolio Management Strategies
Topic 6 Fixed-Income Portfolio Management Strategies
Topic 7 Managed Investment Strategies
Topic 8 Alternative Management Strategies
Topic 9 Portfolio Evaluation and Revision Topic 10 Contemporary Issues in Portfolio Management

Availabilities

Location Domestic International
Gold Coast Session 2 Session 2
Hong Kong N/A Session 2
Online Session 2 N/A

Learning outcomes and graduate attributes

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:

GA1: Intellectual rigour, GA2: Creativity, GA3: Ethical practice, GA4: Knowledge of a discipline, GA5: Lifelong learning, GA6: Communication and social skills, GA7: Cultural competence
Learning outcome count Learning outcome description GA1 GA2 GA3 GA4 GA5 GA6 GA7
1 explain how finance theory provides a basis for rational investment, portfolio management and financial risk management decisions
2 critically analyse mainstream and alternative portfolio management approaches
3 demonstrate expertise in accessing data on securities markets and other investment alternatives
4 demonstrate ability to construct a security portfolio utilising the theory and professional practice of portfolio construction
5 evaluate the performance of portfolio managers.

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

  1. explain how finance theory provides a basis for rational investment, portfolio management and financial risk management decisions
    • GA1:
    • GA3:
    • GA4:
    • GA6:
  2. critically analyse mainstream and alternative portfolio management approaches
    • GA1:
    • GA4:
  3. demonstrate expertise in accessing data on securities markets and other investment alternatives
    • GA1:
    • GA4:
  4. demonstrate ability to construct a security portfolio utilising the theory and professional practice of portfolio construction
    • GA1:
    • GA3:
    • GA4:
    • GA6:
  5. evaluate the performance of portfolio managers.
    • GA1:
    • GA3:
    • GA4:
    • GA6:

Prescribed learning resources

Prescribed Texts
  • No prescribed texts.

Prescribed Learning Resources may change in future Teaching Periods.