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Unit Summary
Unit type
UG Coursework Unit
Credit points
12
AQF level
Level of learning
Advanced
Former School/College
Pre-requisites
Co-requisites
Unit aim
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
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: | 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:
-
Develop a professional statement of investment advice
- GA1:
- GA2:
-
Explain how investment theory provides a basis for rational portfolio management decisions
- GA4:
-
Analyse mainstream and alternative portfolio management approaches
- GA4:
-
Access, analyse and interpret data on securities markets
- GA1:
- GA2:
-
Construct a security portfolio utilising the theory and professional practice of portfolio construction
- GA1:
- GA2:
-
Evaluate the performance of portfolio managers
- GA1:
- GA4:
Prescribed texts
- Brailsford, T, Heaney, R & Bilson, C, 2015, Investments: Concepts & Applications, 5th edn, Cengage Learning, South Melbourne, Victoria. ISBN: 9780170235532.