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Unit of Study FINC3001 - Investments and Portfolio Management (2023)

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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:

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 learning resources

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.
Prescribed Resources/Equipment
  • Non-programmable financial calculator (recommended). The recommended models are Sharp Business/Financial Calculator EL735S or EL738. Sharp EL-733A and EL735 are older models that can also be used in this unit.

Prescribed Learning Resources may change in future Teaching Periods.