Investment - 2017

Unit summary


  • Level of Study: Undergraduate Level 3
  • Study load: 0.125 EFTSL
  • Delivery method: Fully Online
  • Prerequisites: Yes
  • Duration: 13 weeks
  • Government loans available: FEE-HELP, HECS-HELP
  • Availability for 2017: SP1 , SP3
  • Availability for 2018: SP1 , SP3
  • Assessment: Assignment (40%) , Invigilated Exam (40%) - Learn more

Unit provided by

2017 Fees
Domestic 1,324.00
HECS 1,324.00
International 1,574.00

Please note: This unit was previously known as Investment and Portfolio Management.

In this unit you will explore and analyse the theory, concepts, tools and techniques of investment and portfolio management. At the conclusion of the unit you will be sufficiently competent to apply the theory and practice of finance theories in a work environment, as well as to gain confidence in the application of a range of techniques, and develop a capacity for independent thought and critical analysis, in the areas of investment analysis and portfolio management which will enable you to study finance at a higher level in the future.

On successful completion of this unit  you will be able to:
  1. Understand the nature of an investment and its environment, importance of asset allocation, professional money management and industry ethics in diverse contexts
  2. Illustrate the concept of modern portfolio theory, capital market theory and their relation to asset pricing models
  3. Undertake estimation of capital asset pricing model and multifactor asset pricing models using regression analysis to make an investment decision
  4. Apply a range of techniques using fundamental analysis and technical analysis to predict the future of the stock market and also critically analyze statistical findings, share price information, stock market information and current economy published in media, online resources (e.g. Google finance, Yahoo finance, Bloomberg) and library databases to make an optimal investment decision
  5. Estimate a variety of equity valuation models to make optimal investment decisions and provide advice accordingly to investors, stakeholders and general public
  6. Understand the issues associated with the evaluation of portfolio performance and apply the knowledge to estimate various performance evaluation techniques to evaluate portfolio manager’s performance.
  • Assignment (40%)
  • Invigilated Exam (40%)
  • Mid-study period test (20%)
For more information on invigilated exams see Exams and results

Recommended prerequisites

You are recommended to have completed the following unit(s) or have equivalent knowledge before starting this unit:

This unit addresses the following topics.

1The investment environment, asset allocation, money management industry ethics
2Markowitz Portfolio Theory
3Capital Market Theory
4Asset Pricing Models
5Fundamental analysis
6Technical analysis
7Equity valuation
8Equity portfolio management
9Portfolio performance evaluation

This unit is delivered using the following methods and materials:

Instructional Methods

  • Discussion Forum/Discussion Board
  • Online Quizzes/Tests
  • Online assignment submission

Online materials

  • Online Assessment
  • Printable format materials
  • Resources and Links

This unit is a core requirement in the following courses:

This unit may be eligible for credit towards other courses:

  1. Many undergraduate courses on offer through OUA include 'open elective' where any OUA unit can be credited to the course. You need to check the Award Requirements on the course page for the number of allowed open electives and any level limitations.
  2. In other cases, the content of this unit might be relevant to a course on offer through OUA or elsewhere. In order to receive credit for this unit in the course you will need to supply the provider institution with a copy of the Unit Profile in the approved format, which you can download here. Note that the Unit Profile is set at the start of the year, and if textbooks change this may not match the Co-Op textbook list.

Textbook information for this unit is currently being updated and will be available soon. Please check back regularly for updates. Alternatively, visit the The Co-op website and enter the unit details to search for available textbooks.

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