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

  • 36 hours

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

2021 teaching periods

Hawthorn

Higher Ed. Semester 1 Higher Ed. Semester 2

Dates:
1 Mar 21 - 30 May 21

Results:
6 Jul 21

Last self enrolment:
14 Mar 21

Census:
31 Mar 21

Last withdraw without fail:
16 Apr 21

Dates:
2 Aug 21 - 31 Oct 21

Results:
7 Dec 21

Last self enrolment:
15 Aug 21

Census:
31 Aug 21

Last withdraw without fail:
17 Sep 21

More teaching periods

Swinburne Online

Teaching Period 2

Dates:
5 Jul 21 - 3 Oct 21

Results:
26 Oct 21

Last self enrolment:
18 Jul 21

Census:
30 Jul 21

Last withdraw without fail:
20 Aug 21


Corequisites

Nil

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.

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