Management of Investment Portfolios
Duration
- One Semester or equivalent
Contact hours
- 36 hours
2021 teaching periods
Hawthorn
| Higher Ed. Semester 1 | Higher Ed. Semester 2 | |
|---|---|---|
Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Swinburne Online
| Teaching Period 2 | ||
|---|---|---|
Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
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. 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:
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, general skills outcomes and content.
Teaching methods
Face to Face Mode:
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)
Independent Learning 12 x 9.5 hours)
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) 15 - 25%
2. Assignment 2 (Individual) 15 - 25%
2. Assignment 2 (Individual) 15 - 25%
3. Reflective Journal (Individual) 10 - 20%
4. Final Examination (Individual) 30 - 50%
4. Final Examination (Individual) 30 - 50%
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
- 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.