BFC2240 - Equities and investment analysis - 2017

Topics include asset classes and returns, portfolio theory, asset pricing models, security valuation processes and techniques, market efficiency and behavioural finance, portfolio performance evaluations, hedge funds and the CFA Institute code of ethics and standards of professional conduct.

The learning goals associated with this unit are to:

1. examine the nature of different asset classes and the ways in which professional managers incorporate and manage asset classes
2. apply various techniques to analyse and select equities in equity investment
3. understand the skills and techniques used by professionals who are involved in funds management, and wealth creation
4. understand the importance of professional investment in wealth creation
5. understand the importance of ethical practices by investment professionals and the CFA Institute code of ethics and standards of professional conduct
6. apply critical thinking, problem solving and presentation skills to individual and/or group activities dealing with equities and investment analysis and demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the topics covered by BFC2240.

Within semester assessment: 40% + Examination: 60%

Minimum total expected workload to achieve the learning outcomes for this unit is 144 hours per semester typically comprising a mixture of scheduled learning activities and independent study. Independent study may include associated readings, assessment and preparation for scheduled activities. The unit requires on average three/four hours of scheduled activities per week. Scheduled activities may include a combination of teacher directed learning, peer directed learning and online engagement.

See also Unit timetable information

Dr Manapon Limkriangkrai

Students must have passed one of the following: AFC2140, BFC2140, AFC1100 (pre 2009) and AFC2100 (pre 2009) before undertaking this unit.

AFC2240, ACC3230