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Gold Coast
Term2
Term2
Online
Term2
Term2

Unit Summary

Unit type

UG Coursework Unit

Credit points

12

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:

  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.

Prescribed texts

  • No prescribed texts.
Prescribed texts may change in future teaching periods.