Overview

This unit provides student with knowledge of investment, how to apply cash flow discounting valuation methods to assist decision during the process of marking an investment. Students will be introduced to conventional asset pricing models in finance, Markowitz portfolio theory and how to apply standardised benchmark when assessing and comparing investment portfolio. Financial technology is used to evaluate the performance of portfolios. This unit also covers emerging topics in investment markets such as behavioural issue in finance, current trends in investment, and technical analysis.

Teaching Periods
Location
Start and end dates
Last self-enrolment date
Census date
Last withdraw without fail date
Results released date
Semester 1
Location
Hawthorn
Start and end dates
26-February-2024
26-May-2024
Last self-enrolment date
10-March-2024
Census date
31-March-2024
Last withdraw without fail date
12-April-2024
Results released date
02-July-2024
Semester 2
Location
Hawthorn
Start and end dates
29-July-2024
27-October-2024
Last self-enrolment date
11-August-2024
Census date
31-August-2024
Last withdraw without fail date
13-September-2024
Results released date
03-December-2024

Learning outcomes

Students who successfully complete this unit will be able to:

  • Apply theoretical valuation framework to value financial assets and present written valuation report to stakeholders
  • Apply investment knowledge in portfolio construction using financial technology
  • Consolidate concepts of investment objectives, portfolio allocation and asset trading through self-learning and reflection
  • Discuss contemporary issues in the emerging investment markets
  • Work collaboratively in teams

Teaching methods

Hawthorn

Type Hours per week Number of weeks Total (number of hours)
On-campus
Class
2.00 12 weeks 24
Online
Lecture
1.00 12 weeks 12
Unspecified Activities
Independent Learning
9.50 12 weeks 114
TOTAL150

Assessment

Type Task Weighting ULO's
AssessmentIndividual 30 - 50% 1,2,4 
Assignment 1Group 15 - 25% 1,2,5 
Assignment 2Individual 15 - 25% 1,2,3 
Reflective JournalIndividual 10 - 20% 1,2,3 

Content

  • Investment Policy
  • Valuation of Individual Securities
  • Fundamental Analysis
  • Portfolio Constructions
  • Modern Portfolio Management
  • Applied Portfolio Management
  • Technical Analysis
  • Performance Valuation
  • Behavioural Finance
  • Portfolio Risk Management
  • FinTech and Investments

Study resources

Reading materials

A list of reading materials and/or required textbooks will be available in the Unit Outline on Canvas.