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Management of Investment Portfolios
Undergraduate | SWI-FIN30016 | 2020
Course information for 2020 intake
Dive into investment portfolio theory, trends and management.
Take stock of the current investment market. Learn everything you need to know to prepare portfolio valuation reports. Pick up on the ideal strategies for equity portfolios.
- Study method
- 100% online
- Assessments
- 100% online
- Entry requirements
- Prior study needed
- Duration
- -
HECS-HELP and FEE-HELP available
Management of Investment Portfolios
About this subject
Students who successfully complete this subject will be able to:
1. Apply theoretical valuation framework to value financial assets and present written valuation report to stakeholders
2 Apply investment knowledge in allocating assets to a portfolio
3 Explain portfolio theory and its relevance to the evaluation of performance of investment portfolios
4 Describe contemporary issues in the emerging investment markets
5 Work collaboratively in diverse teams
- Investments and securities markets
- Valuation framework
- Theory on market efficiencies
- Portfolio theory
- Investments at the emerging markets
- Indirect investments and exchange traded funds market
- Strategies in equity portfolios
- Behavioural issues in investments and technical analysis
- Fixed income market
- Equity derivative instruments
This subject 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 subject also covers emerging topics in investment markets such as behavioural issue in finance, current trends in investment, and technical analysis.
- Group (20-30%)
- Individual (20-30%)
- Final Assessment (TBC) (40-60%)
For textbook details check your university's handbook, website or learning management system (LMS).
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Entry requirements
Prior study
You must have successfully completed the following subject(s) before starting this subject:
one of
SWI-FIN20014-Financial Management (no longer available)
- RMI-FNP12-Financial Markets
Equivalent subjects
You should not enrol in this subject if you have successfully completed any of the following subject(s) because they are considered academically equivalent:
Additional requirements
No additional requirements
Study load
- 0.125 EFTSL
- This is in the range of 10 to 12 hours of study each week.
Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.
Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.
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