Postgraduate - UnitAFF9350 - Portfolio management and theory

Refer to the specific census and withdrawal dates for the semester(s) in which this unit is offered.

Synopsis

Topics include investment markets and investment strategies; measuring investment return and risk; capital asset pricing model; arbitrage pricing theory; taxation; shares and share analysis; valuation; financial futures markets; real estate; portfolio management; asset allocation; monitoring.

Outcomes

The learning goals associated with this unit are to:

1. evaluate financial market information to measure investment risk and return, and be able to incorporate such evaluation in fundamental and technical analysis in the asset valuation process
2. assess portfolio management performance
3. understand the relevance of behavioural finance, including an awareness of financial history as it relates to behavioural finance
4. demonstrate effective interpersonal communication skills and develop a team orientated approach to work effectively as a team member to produce a professional quality business document solving portfolio investment objectives
5. demonstrate in an individual summative assessment tasks the acquisition of a comprehensive understanding of the components of an investment portfolio and their optimal combination as discussed throughout the unit.

Assessment

Within semester assessment: 30%
Examination (3 hours): 70%

Chief examiner(s)

Zoltan Murgulov

Contact hours

3 hours per week

Co-requisites

Students must be enrolled in one of the following courses to undertake this unit: 0028, 0396, 0503, 0504, 0790, 0826, 1445, 1499, 1679, 1822, 2098, 2619, 3174, 3176, 3177, 3179, 3189, 3822, 3843, 3844 or 3848.