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Unit of Study FIN10711 - Portfolio Management (2020)

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Unit Snapshot

Unit description

Introduces students to portfolio management including portfolio theory, asset pricing, valuation, investment analysis and strategies, and performance evaluation. Students will engage in teacher-directed activities and experiences relevant to contemporary portfolio construction and management. A project-based learning approach will also be emphasised using the ‘StockTrak’ investment simulation.

Unit content

Topic 1: The Investment Portfolio: An Introduction

Topic 2: Investor Preferences and Portfolio Concepts

Topic 3: Portfolio Management

Topic 4: Risky Asset Pricing Models

Topic 5: Equity Valuation Models

Topic 6: Macro- and Industry Analysis

Topic 7: Quantitative Stock Analysis

Topic 8: Qualitative Stock Analysis

Topic 9: Hedging and Speculating with Options

Topic 10: Alternative Investments

Topic 11: Performance Evaluation of Managed Funds

Topic 12: Contemporary Issues in Portfolio Management

Availabilities

Location Domestic International
Gold Coast
Session1
Session1
Lismore
Session1
Session1
Online
Session1
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: , GA2: , GA3: , GA4: , GA5: , GA6: , GA7:
GA1 GA2 GA3 GA4 GA5 GA6 GA7
1 Develop a professional statement of investment advice
2 Explain how investment theory provides a basis for rational portfolio management decisions
3 Analyse mainstream and alternative portfolio management approaches
4 Access, analyse and interpret data on securities markets
5 Construct a security portfolio utilising the theory and professional practice of portfolio construction
6 Evaluate the performance of portfolio managers

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

  1. Develop a professional statement of investment advice
    • GA1:
    • GA2:
  2. Explain how investment theory provides a basis for rational portfolio management decisions
    • GA4:
  3. Analyse mainstream and alternative portfolio management approaches
    • GA4:
  4. Access, analyse and interpret data on securities markets
    • GA1:
    • GA2:
  5. Construct a security portfolio utilising the theory and professional practice of portfolio construction
    • GA1:
    • GA2:
  6. Evaluate the performance of portfolio managers
    • GA1:
    • GA4:

Prescribed learning resources

Prescribed Texts
  • No prescribed texts.

Prescribed Learning Resources may change in future Teaching Periods.