Management of Investment Portfolios
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 2 |
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Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Swinburne Online Teaching Period 2 |
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Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
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:
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
Unit information in detail
- Teaching methods, assessment and content.
Teaching methods
Hawthorn
Type | Hours per week | Number of Weeks | Total |
On Campus Class | 2 | 12 | 24 |
Online (asynchronous) Lecture | 1 | 12 | 12 |
Unspecified Activities Independent Learning | 9.5 | 12 | 114 |
TOTAL | 150 hours |
Assessment
Types | Individual/Group Role | Weighting | Unit Learning Outcomes (ULOs) |
Assignment 1 | Group | 15-25% | 1,2,5 |
Assignment 2 | Individual | 15-25% | 1,2,3 |
Reflective Journal | Individual | 20-30% | 1,2,3 |
Assessment | Individual | 30-50% | 1,2,4 |
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.
Reading materials
Students are advised to check the unit outline in the relevant teaching period for appropriate textbooks and further reading.