Security Analysis and Portfolio Management
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Subjects may require attendance
- 26 Jun 2023
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Upon completion of this subject, students will be able to:
demonstrate an advanced and integrated knowledge of risk and return profiles of individual financial assets such as equity, bonds, options and futures, and the ability to apply these to investment contexts;
demonstrate an advanced and integrated knowledge of portfolio analysis, optimisation and performance evaluation, and the ability to apply these to investment contexts;
demonstrate an expert understanding of the risk and return concept in relation to security analysis and portfolio management, incorporating the principle of diversification, and the ability to apply this to investment contexts;
use a range of cognitive, communication and research skills to investigate, analyse, synthesise and reflect critically on relevant investment related theories, concepts, and methodologies in undertaking investment analysis and decision-making;
work independently and/or collaboratively to plan and execute tasks to enhance professional knowledge and skills in the area of investment analysis and decision-making; and
demonstrate the ability to recognise, reflect on, and respond appropriately to a range of ethical issues influencing investment analysis and decision-making.
- Topics will be available to enrolled students in the subjects Learning Management System site approximately one week prior to the commencement of the teaching period.
Candidature in the Master of Professional Accounting.
- Equipment requirements - Headphones or speakers (required to listen to lectures and other media) Headset, including microphone (highly recommended) Webcam (may be required for participation in virtual classrooms and/or media presentations).
- Software requirements - It is essential for students to have reliable internet access in order to participate in and complete your units, regardless of whether they contain an on campus attendance or intensive school component. For additional information please visit UNE Hardware Requirements: https://www.une.edu.au/current-students/support/it-services/hardware
- Other requirements -
Textbook information is not available until approximately 8 weeks prior to the commencement of the Teaching period.
Students are expected to purchase prescribed material.
Textbook requirements may vary from one teaching period to the next.
Where calculators are permitted in examinations, it must be selected from an approved list, which can be accessed from the Further Information link below.
To succeed in the fast-paced world of financial investment, you need the skills and knowledge to analyse securities, identify the strongest prospects and then combine them in a portfolio that will deliver results. In studying this subject, you will explore both security analysis and portfolio management. In the first module, you will analyse the risk and return profiles of individual financial assets such as equity, bonds, options and futures. In the second module, you will undertake portfolio analysis, optimisation and performance evaluation in an investment context. You will examine passive and active investment strategies involving various asset classes.
Online Quiz 1: Relates to Learning Outcomes 1-6 Online Quiz 2: Relates to Learning Outcomes 1-5 Written Assignment 1: 2000 words. Relates to Learning Outcomes 1-6 Written Assignment 2: 2000 words. Relates to Learning Outcomes 1-6 Final Examination: 2 hrs 15 mins. Students must obtain at least 50% in the examination (and at least 50% overall) to receive a pass (or better) in the subject. Relates to Learning Outcomes 1-6 UNE manages supervised exams associated with your UNE subjects. Prior to census date, UNE releases exam timetables. They’ll email important exam information directly to your UNE email address.
- Short-answer Questions (20%)
- Online Quiz 1 (5%)
- Final Examination (50%)
- Online Quiz 2 (5%)
- Written Assignment 2 (20%)
For textbook details check your university's handbook, website or learning management system (LMS).