Unit of Study FINC3001 Investments and Portfolio Management (2024)

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Unit Snapshot

Unit type

UG Coursework Unit
Credit points

12
Faculty & College

Faculty of Business, Law and Arts
Placement

No

Pre-requisites

ACCT2007 - Finance for Business

Unit description

Introduces students to investments and portfolio management. Students will engage in teacher-directed activities and experiences relevant to analyses and the construction and management of responsible investment portfolios.

Unit content

Module 1: The Investment Setting and Asset Allocation Decision

Module 2: Financial Markets and Portfolio Management

Module 3: Valuation Principles and Practices

Module 4: Fundamental Analysis

Module 5: Technical Analysis and Portfolio Management Strategies

Module 6: Professional Money Management and Performance Evaluation

Availabilities

Location	Domestic	International
Gold Coast	Term2,5	Term2,5
Melbourne	N/A	Term2
Online	Term2	Term2
Papua New Guinea - IBSU Port Moresby	N/A	Term2
Perth	N/A	Term2
Sydney	N/A	Term2

Learning outcomes

Unit Learning Outcomes express learning achievement in terms of what a student should know, understand and be able to do on completion of a unit. These outcomes are aligned with the graduate attributes. The unit learning outcomes and graduate attributes are also the basis of evaluating prior learning.

On completion of this unit, students should be able to:

discuss modern investment and portfolio theory, highlighting the role/function of the financial system and its key markets, instruments and participants

assess the potential risks affecting the financial system, their impact on financial service products, providers, clients and economic performance

critique and apply the Efficient Market Hypothesis (EMH) and asset pricing models in light of empirical evidence

construct and defend a multi-asset portfolio.

Teaching and assessment

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Practical	70%
Presentation	30%

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Practical	70%
Presentation	30%

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Practical	70%
Presentation	30%

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Practical	70%
Presentation	30%

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Practical	70%
Presentation	30%

Teaching method

Workshop 1 hour (Weekly)

Tutorial 2 hours (Weekly)

Assessment
Practical	70%
Presentation	30%

Prescribed learning resources

Prescribed Texts

Reilly, FK, Brown, KC, Gunasingham, B, Lamba, A, and Elston, F, 2020, Investment Analysis and Portfolio Management, Asia-Pacific Edition, 1st ed, Cengage Learning Australia, South Melbourne, Victoria. ISBN: 9780170416030.

Prescribed Resources/Equipment

Non-programmable financial calculator (recommended). The recommended models are Sharp Business/Financial Calculator EL735S or EL738. Sharp EL-733A and EL735 are older models that can also be used in this unit.

Prescribed Texts

Reilly, FK, Brown, KC, Gunasingham, B, Lamba, A, and Elston, F, 2020, Investment Analysis and Portfolio Management, Asia-Pacific Edition, 1st ed, Cengage Learning Australia, South Melbourne, Victoria. ISBN: 9780170416030.

Prescribed Resources/Equipment

Non-programmable financial calculator (recommended). The recommended models are Sharp Business/Financial Calculator EL735S or EL738. Sharp EL-733A and EL735 are older models that can also be used in this unit.

Prescribed Learning Resources may change in future Teaching Periods.

Fee information

Domestic

Commonwealth Supported courses
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