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Unit of Study FINC3001 - Investments and Portfolio Management (2021)

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Unit Snapshot

  • Enrolment information

    This is an advanced unit. It is highly recommended that students take this unit after having completed an introductory Finance or Economics unit.

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

 

Availabilities

Location Domestic International
Gold Coast
Study Period3
Study Period3
Online
Study Period3
Study Period3

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:

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 learning resources

Prescribed Texts
  • No prescribed texts.

Prescribed Learning Resources may change in future Teaching Periods.