Management of Investment Portfolios

FIN30016 12.5 Credit Points Hawthorn, Online, Sarawak Available to incoming Study Abroad and Exchange students

Duration

  • One Semester or equivalent
     
     

Contact hours

  • 24 hours face to face + Blended

On-campus unit delivery combines face-to-face and digital learning. For Online unit delivery, learning is conducted exclusively online.

2023 teaching periods

Hawthorn

Higher Ed. Semester 1
Hawthorn

Higher Ed. Semester 2

Dates:
27 Feb 23 - 28 May 23

Results:
4 Jul 23

Last self enrolment:
12 Mar 23

Census:
31 Mar 23

Last withdraw without fail:
14 Apr 23

Dates:
31 Jul 23 - 29 Oct 23

Results:
5 Dec 23

Last self enrolment:
13 Aug 23

Census:
31 Aug 23

Last withdraw without fail:
15 Sep 23

More teaching periods
Swinburne Online

Teaching Period 2

Dates:
10 Jul 23 - 8 Oct 23

Results:
31 Oct 23

Last self enrolment:
23 Jul 23

Census:
4 Aug 23

Last withdraw without fail:
25 Aug 23


Aims and objectives

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.

Unit Learning Outcomes (ULO)
Students who successfully complete this unit will be able to:
 
1. Apply theoretical valuation framework to value financial assets and present written valuation report to stakeholders
2. Apply investment knowledge in portfolio construction using financial technology
3. Consolidate concepts of investment objectives, portfolio allocation and asset trading through self-learning and reflection
4. Discuss contemporary issues in the emerging investment markets
5. Work collaboratively in team