BFC5935 - Portfolio management and theory - 2018

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.

The learning goals associated with this unit are:

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 task the acquisition of a comprehensive understanding of the components of an investment portfolio and their optimal combination as discussed throughout the unit.

Within semester assessment: 50% + Examination: 50%

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