Responsible Investment Management
With an emphasis on socially responsible investment, learn to construct a portfolio that maximises returns considering risk. Weigh-up investments’ performance against ethics. Consider shares, bonds and real estate. Apply portfolio management techniques.
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On successful completion of this subject, students should be able to:
- evaluate the various investments available to investors both from the performance and ethical perspectives, and assess how portfolio management can serve the common good
- apply portfolio management techniques
- distinguish between the major investment theories
- examine and interpret competing risk perspectives and their impact on the valuation of equity, debt and property investments
- evaluate the performance of an investment portfolio
- Investment analysis
- Ethical and social responsibility issues in portfolio composition and management
- Portfolio management techniques
- Report analysis
- The investment environment
- Investment return and risk
- Individuals and investing
- Investing in shares
- Value Investing principles
- Bond Investments and managed funds
- Real estate and other investments
In order to enrol in this subject, you must be accepted into one of the following degrees:
No additional requirements
Most people invest their wealth/funds in a diverse portfolio of assets such as shares, bonds, property, options, etc. with each class of asset having its own distinct risk and return profile. The rationale behind constructing a portfolio is maximise return while achieving a trade-off between risks and returns. Composition of a portfolio is critical because it affects achievement of an investors’ short-term and long-term goal and returns. The unit places particular emphasis on socially-responsible investment.
In this unit students will learn how to critically examine the academic and professional literature pertaining to the investment setting, market efficiency, investment objectives, responsible investment, portfolio strategies and risk pricing, valuation of equity, debt and property investments, managed funds, and alternative investments. Students will also learn how to adopt a value biased view of investing which challenges conventional valuation techniques and approaches. The unit also considers investing from the point of view of the individual, as well as from the standard institutional perspective. This study of portfolio management will enhance your ability to make knowledgeable investment decisions and build wealth. The unit aims to equip you with essential knowledge and skills to enable you to construct a portfolio and conduct a portfolio analysis.
Assessments are used primarily to foster learning. ACU adopts a constructivist approach to learning which seeks alignment between the fundamental purpose of each subject, the learning outcomes, teaching and learning strategy, assessment, and the learning environment. Assessment is an integral part of the learning process. Assessment tasks in this subject are aimed at measuring and developing student’s achievement of both the learning outcomes and graduate attributes. In this subject there are multiple forms of formative assessment for a student to assess their progress against the learning objectives as well as three (3) main pieces of summative assessment. Using constructive alignment, the assessment tasks are designed for you to demonstrate your achievement of each learning outcome.
- Assignment 1 (20%)
- Assignment 2 (30%)
- online exam (50%)
Current study term: 25 Jul 21 to 31 Oct 21
Check the learning management system (LMS) of your university for textbook details.