Management of Investment Portfolios - 2018

Unit summary

FIN30016

  • 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: SP3
  • Availability for 2018: SP1
  • Assessment: Assignment 1 - Group (20-30%) , Assignment 2 - Individual (20-30%) - Learn more

Unit provided by

or
2018 Fees
AUD$
Domestic 3,070.00
Domestic continuing 1,465.00
HECS 1,368.00
International 3,320.00
International continuing 1,715.00

Tuition fees are reduced for continuing registered SWI students.
Please login to view the applicable amount.

This unit provides student with knowledge of investment, how to apply cash flow discounting valuation methods to assist decision during the process of marking an investment. Students will be introduced to conventional asset pricing models in finance, Markowitz portfolio theory and how to apply standardised benchmark when assessing and comparing investment portfolio. Other than investing in the equity market, this unit also covers emerging topics in investment markets such as behavioural issue in finance, current trends in investment, and technical analysis.

Students who successfully complete this unit 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 (20-30%)
  • Assignment 2 — Individual (20-30%)
  • Invigilated Exam — Individual (40-60%)
For more information on invigilated exams see Exams and results

Equivalent units

You cannot enrol in this unit if you have successfully completed any of the following unit(s) because they are considered academically equivalent:

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

This unit addresses the following topics.

NumberTopic
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 an approved elective 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.

Enquire online

Need to ask a question that's best put down in words?
Make an online enquiry.

Enquire now

Ready to enrol?

Start studying this unit now.

or

Got a question?

Get an answer from one of our friendly Student Advisors.