Portfolio Management - 2018

To enrol in this unit, you must be accepted into a course from the provider. Read before you start

Unit summary


  • Level of Study: Postgraduate
  • Study load: 0.125 EFTSL
  • Delivery method: Fully Online
  • Prerequisites: Yes
  • Duration: 13 weeks
  • Government loans available: FEE-HELP
  • Availability for 2017: Sess 3
  • Availability for 2018: Sess 3
  • Assessment: Assignment - Linked CLOs: 1, 2, 3, 4 (40%) , Invigilated Exam - Linked CLOs: 2, 4 (40%) - Learn more

Unit provided by

2018 Fees
Domestic 4,200.00
International 4,450.00
This capstone unit is the culmination of learning that has taken place throughout your program to provide you with the knowledge and skills of professional and ethical issues in relation to finance and the management of investments on an individual and portfolio basis. 
Portfolio Management focuses on the construction and management of investment portfolios. It provides students with an understanding of procedures involved in portfolio management - setting portfolio objectives, determining investment policy, formulating investment strategies, maximising expected returns while minimising risk, devising rules for updating portfolio and evaluation performance. Creating a portfolio of investments will provide you with the tools to achieve the aim of the unit and provide you with the opportunity to gain real world experience in a professional context. The unit provides you with an opportunity to get exposure to the managed fund industry and obtain feedback.
On successful completion of this unit you will be able to:
  • CLO1: Create an investment portfolio in a sustainable manner using business design thinking to provide solutions and recommendations to a client’s organisation. 
  • CLO2: Research and think creatively to generate innovative solutions to manage issues in an authentic business context
  • CLO3: Apply ethical and interpersonal skills to work in teams and to communicate effectively with clients
  • CLO4: Critically reflect on your executive career potential and lifelong learning.
  • Assignment — Linked CLOs: 1, 2, 3, 4 (40%)
  • Invigilated Exam — Linked CLOs: 2, 4 (40%)
  • Mid-study period test — Linked CLOs: 1, 2 (20%)
For more information on invigilated exams see Exams and results

There is no formal pre­requisite but it is expected that students will have completed the following courses prior to enrolment: MFIN1113 Principles of Finance MFIN2077 Investment Analysis

  • Other special requirement — Students must have access to the internet and to Microsoft excel to complete the tutorial activities and the major assignment.

In order to enrol in this unit, you must be accepted into one of the following courses:

Please visit the course details page and read the Requirements tab for more information about eligibility.

This unit addresses the following topics.

1Investment Setting and Measuring Investment Returns
2Selecting Investments and Asset Allocation
3Professional Money Management, securities Markets and Indexes
4Efficient Capital Markets
5Portfolio Theory
6Asset Pricing Models
7Equity Portfolio Management
8Evaluation of Portfolio Performance

This unit is delivered using the following methods and materials:

Instructional Methods

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

Online materials

  • Audio/Video - Streaming
  • FAQs
  • 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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