Portfolio Management

FIN80019 12.5 Credit Points Hawthorn


  • One Semester or equivalent

Contact hours

  • 36 hours (3 hours per week)

On-campus unit delivery combines face-to-face and digital learning.



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.