Management of Investment Portfolios
Duration
- One Semester or equivalentThis unit will be delivered on-line in Semester 2 2020.
Contact hours
- 36 hours
2020 teaching periods
Hawthorn
| Higher Ed. Semester 2 | ||
|---|---|---|
Dates: Results: Last self enrolment: Census: |
Swinburne Online
| Teaching Period 2 | ||
|---|---|---|
Dates: Results: Last self enrolment: Census: |
Prerequisites
Corequisites
NilAims 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. Other than investing in the equity market, 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:
2 Apply investment knowledge in allocating assets to a portfolio
3 Explain portfolio theory and its relevance to the evaluation of performance of investment portfolios
4 Describe contemporary issues in the emerging investment markets
5 Work collaboratively in diverse teams
Unit information in detail
- Teaching methods, assessment, general skills outcomes and content.
Teaching methods
Face to Face Mode:
Lectures (12 x 2 hours), Tutorials (12 x 1 hour)
Online Mode (OUA):
Engaging with online content and discussions
Student workload:
For all teaching and learning structures (both face to face and online), students are expected to spend an average of 150 hours per unit in total over the duration of the study period
This includes all:
• Scheduled teaching and learning events and activities (contact hours timetabled in a face-to-face teaching space) and scheduled online learning events (contact hours scheduled in an online teaching space), and
• Non-scheduled learning events and activities (including directed online learning activities, assessments, independent study, student group meetings, and research)
To be successful, students should:
• Read all prescribed materials and/or view videos in preparation for each class
• Attend and engage in all scheduled classes (face to face or online)
• Start assessment tasks well ahead of the due date, and submit assessments promptly
• Read / listen to all feedback carefully, and consider it for future assessment
• Engage with fellow students and teaching staff (don’t hesitate to ask questions)
Lectures (12 x 2 hours), Tutorials (12 x 1 hour)
Online Mode (OUA):
Engaging with online content and discussions
Student workload:
For all teaching and learning structures (both face to face and online), students are expected to spend an average of 150 hours per unit in total over the duration of the study period
This includes all:
• Scheduled teaching and learning events and activities (contact hours timetabled in a face-to-face teaching space) and scheduled online learning events (contact hours scheduled in an online teaching space), and
• Non-scheduled learning events and activities (including directed online learning activities, assessments, independent study, student group meetings, and research)
To be successful, students should:
• Read all prescribed materials and/or view videos in preparation for each class
• Attend and engage in all scheduled classes (face to face or online)
• Start assessment tasks well ahead of the due date, and submit assessments promptly
• Read / listen to all feedback carefully, and consider it for future assessment
• Engage with fellow students and teaching staff (don’t hesitate to ask questions)
Assessment
1. Assignment 1 (Group) 20 - 30%
2. Assignment 2 (Individual) 20 - 30%
3. Final Examination (Individual) 40 - 60%
2. Assignment 2 (Individual) 20 - 30%
3. Final Examination (Individual) 40 - 60%
General skills outcomes
• Teamwork skills
• Problem solving skills
• Analysis skills
• Communication skills
• Ability to tackle unfamiliar problems
• Ability to work independently
• Problem solving skills
• Analysis skills
• Communication skills
• Ability to tackle unfamiliar problems
• Ability to work independently
Content
• Investments and securities markets
• Valuation framework
• Theory on market efficiencies
• Portfolio theory
• Investments at the emerging markets
• Indirect investments and exchange traded funds market
• Strategies in equity portfolios
• Behavioural issues in investments and technical analysis
• Fixed income market
• Equity derivative instruments
• Valuation framework
• Theory on market efficiencies
• Portfolio theory
• Investments at the emerging markets
• Indirect investments and exchange traded funds market
• Strategies in equity portfolios
• Behavioural issues in investments and technical analysis
• Fixed income market
• Equity derivative instruments
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.