Management of Investment Portfolios - 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 2016: SP3
  • Availability for 2017: SP3
  • Assessment: Assignment 1 - Group (15-25%) , Assignment 2 - Individual (15-25%) - Learn more

Unit provided by

2017 Fees
Domestic 2,893.00
HECS 1,324.00
International 3,143.00

The aims of this unit of study are to provide student with knowledge of portfolio theory and assessing the efficiency of investment portfolios and an understanding of current investment market and investment trends.

Please note: assessment values are indicative only, details will be advised at the start of the unit.

After successfully completing this unit, you will be able to:

  1. Apply theoretical valuation framework to value financial assets and to prepare written valuation report to stakeholders
  2. Allocate assets in a portfolio to meet investment objectives
  3. Explain portfolio theory, and how it underpins the evaluation of performance of investment portfolios, and the selection process
  4. Describe contemporary issues in the emerging investment markets
  5. Conduct research and work collaboratively.
  • Assignment 1 — Group (15-25%)
  • Assignment 2 — Individual (15-25%)
  • Invigilated Exam — (60-70%)
For more information on invigilated exams see Exams and results

Mandatory prerequisites

You must have successfully completed the following unit(s) before starting this unit:

If you have completed equivalent study at another university, please contact a Student Advisor for advice.

  • Additional materials
  • Broadband access

This unit addresses the following topics.

1Investments and securities markets
2Valuation framework
3Theory on market efficiencies
4Portfolio theory
5Investments at the emerging markets
6Indirect investments and exchange traded funds market
7Strategies in equity portfolios
8Behavioural issues in investments and technical analysis
9Fixed income market
10Equity derivative instruments

This unit is delivered using the following methods and materials:

Instructional Methods

  • Blogs
  • Discussion Forum/Discussion Board
  • Online Quizzes/Tests
  • Streaming Multimedia
  • Web links

This unit is part of a major, minor, stream or specialisation 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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