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Subject details

On successful completion of this subject 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.
    • Investment Setting and Measuring Investment Returns
    • Selecting Investments and Asset Allocation
    • Professional Money Management, securities Markets and Indexes
    • Efficient Capital Markets
    • Portfolio Theory
    • Asset Pricing Models
    • Equity Portfolio Management
    • Evaluation of Portfolio Performance
  • Study resources

    • Instructional methods

      • Discussion forum/Discussion Board
      • Web links
      • Online assignment submission
      • Online Quizzes/Tests
    • Online materials

      • Printable format materials
      • Audio-Video streaming
      • Resources and Links
      • Online Assessment
      • FAQs


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

Special requirements

  • OtherDetails -

    Students must have access to the internet and to Microsoft excel to complete the tutorial activities and the major assignment.

This capstone subject 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 subject and provide you with the opportunity to gain real world experience in a professional context. The subject provides you with an opportunity to get exposure to the managed fund industry and obtain feedback.

  • Assessment Task 1 - Linked CLOs: 1, 2, 3, 4 (40%)
  • Assessment Task 2 - Linked CLOs: 1, 2 (20%)
  • Invigilated Exam - Linked CLOs: 2, 4 (40%)

Textbook information is pending.

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