Availabilities:

Location Domestic International
Online Session 1 N/A

Unit Summary

Unit type

UG Coursework Unit

Credit points

12

AQF level

7

Level of learning

Advanced

Unit aim

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 Asset Allocation and Risk Awareness

Topic 2 Fundamental Analysis I

Topic 3 Fundamental Analysis II

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

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: , GA2: , GA3: , GA4: , GA5: , GA6: , GA7:
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:

  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 texts

  • Reilly, FK & Brown, KC, 2012, Investment Analysis & Portfolio Management, 10th edn, Thomson, South-Western.
Prescribed texts may change in future teaching periods.