UG Coursework Unit
Level of learning
ACC00152 - Business Finance FIN10254 - Financial Institutions, Instruments and Markets FIN10709 - Foundations of Finance 108 credit points in any SCU units
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.
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
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||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:
explain how finance theory provides a basis for rational investment, portfolio management and financial risk management decisions
critically analyse mainstream and alternative portfolio management approaches
demonstrate expertise in accessing data on securities markets and other investment alternatives
demonstrate ability to construct a security portfolio utilising the theory and professional practice of portfolio construction
evaluate the performance of portfolio managers.
- Reilly, FK & Brown KC, 2012, Investment Analysis & Portfolio Management, 10th edn, Thomson, South-Western.