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Unit Summary
Pre-requisites
Unit aim
Introduces students to investments and portfolio management. Students will engage in teacher-directed activities and experiences relevant to analyses and the construction and management of responsible investment portfolios.
Unit content
Module 1: The Investment Setting and Asset Allocation Decision
Module 2: Financial Markets and Portfolio Management
Module 3: Valuation Principles and Practices
Module 4: Fundamental Analysis
Module 5: Technical Analysis and Portfolio Management Strategies
Module 6: Professional Money Management and Performance Evaluation
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: | |
|---|---|
| 1 | discuss modern investment and portfolio theory, highlighting the role/function of the financial system and its key markets, instruments and participants |
| 2 | assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance |
| 3 | critique and apply the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence |
| 4 | construct and defend a multi-asset portfolio. |
On completion of this unit, students should be able to:
- discuss modern investment and portfolio theory, highlighting the role/function of the financial system and its key markets, instruments and participants
- assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance
- critique and apply the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence
- construct and defend a multi-asset portfolio.
Prescribed texts
- Reilly, FK, Brown, KC, Gunasingham, B, Lamba, A, and Elston, F, 2020, Investment Analysis and Portfolio Management, Asia-Pacific Edition, 1st ed, Cengage Learning Australia, South Melbourne, Victoria. ISBN: 9780170416030.