Investments and portfolio management
Mr Ian O'Connor
6 points * 3 hours per week * First, second semester * Caulfield * Prerequisite: FIN6130
Objectives On completion of this subject students should be able to demonstrate an understanding of the conceptual foundations of modern portfolio theory; appreciate the effect of market efficiency in the valuation process; explain the methods used in measuring portfolio performance and appropriate benchmarks.
Synopsis Investment fundamentals; stock market function and operations; portfolio theory; capital market theory; share valuation and analysis; fundamental and technical analysis; fixed interest investments; derivatives; real estate investment; managed funds; banking industry funds management.
Assessment Major assignment )4500 words): 30% * Final examination (3 hours): 70%
Prescribed texts
Jones C P Investments 4th edn, Wiley, 1994