AFC2240

Equities and investment analysis

(BUS)

Associate Professor Roger Gay

6 points + Two 1-hour lectures and one 1-hour tutorial per week + Second semester + Clayton + Prerequisites: AFC1100 and AFC2100, or AFC1021/AFC1022 and AFC1031/AFC1032

Synopsis: Topics include the Australian managed funds industry, fund managers, their products and prices, investor behaviour in theory and in practice, portfolio theory and practice, characteristics and comparative performance of major asset classes with major emphasis on shares, economic weighting determinants, impact of other markets, asset allocation and stock selection, risk management for portfolios and securities, survey of 'styles' of prominent Australian fund managers.

Assessment: Examination: 80% + Optional assignment: 20% + or Examination: 100%