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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.