Portfolio Management
Duration
- One Semester or equivalent
Contact hours
- 36 hours (3 hours per week)
On-campus unit delivery combines face-to-face and digital learning.
2024 teaching periods
Hawthorn Higher Ed. Semester 1 |
Hawthorn Higher Ed. Semester 2 | |
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Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Dates: Results: Last self enrolment: Census: Last withdraw without fail: |
Corequisites
Nil
Aims and objectives
This unit develops the knowledge, skills and understanding of the theory and practice of portfolio management. Students will learn about individual and institutional investment objectives, risk and return of portfolios and asset allocation strategies. This unit will focus on the role of a range of traditional and contemporary financial products in the process of construction, optimisation and management of portfolios. Students will explore ethical issues in planning and execution of portfolio decisions. They will learn to visualise and analyse real market data using financial technologies for simulated trading. Students will be able to evaluate and explain the portfolio performance results.
After successfully completing this unit, you should be able to:
1. Apply coherent knowledge of portfolio management tools and techniques for managing individual and institutional portfolios.
2. Apply problem solving, design and decision making goals to identify and apply innovative solutions to a range of different portfolios including the risks arising due to concentrated positions in public and private firms.
3. Apply coherent and advanced knowledge of how behavioural factors and biases affect portfolio construction in the context of private wealth management, and provide practical solutions for investors.
4. Reflect on and demonstrate ethical conduct in portfolio management and communicate proficiently in a professional manner as a member of a diverse team.
Unit information in detail
- Teaching methods, assessment and content.
Teaching methods
Scheduled hours: Class/ Seminar (12 x 3 hours)
Independent Learning
114 hours (12 x 9.5 hours)
Other Student workload: Other activities including independent study and assessment tasks for a total of approximately 150 hours
Assessment
Analysis (Group) 10-20% Data Analysis
Workshop (Individual) 10-20% Simulated Trading Activity
Research Assignment (Individual) 20-30%
Final Examination (Individual) 40-60%
Final Examination (Individual) 40-60%
Content
- The Investment Policy Statement
- Portfolio Theories and Modern Portfolio Management
- Managing individual and Institutional investor Portfolios
- Investment Manager Selection
- Economic Analysis and Capital Market Expectations
- Equity Portfolio Management Strategies
- Tax Efficiency Strategies and Ethical Consideration
- Asset Allocation and Portfolio Construction
- Portfolio Risk Management and Revision
- Execution of Portfolio Decision and Simulated Trading
- Evaluation and Presentation of Portfolio Performance Results
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.