Overview

Topics include asset classes and returns, portfolio theory, asset pricing models, security valuation processes and techniques, market efficiency and behavioural finance, portfolio performance evaluations, hedge funds and the CFA Institute code of ethics and standards of professional conduct.

Offerings

S1-01-CLAYTON-ON-CAMPUS
S2-01-CLAYTON-ON-CAMPUS

Rules

Enrolment Rule

Contacts

Chief Examiner(s)

Dr Viet Nga Cao
Associate Professor Jean Paul Rabanal Sobrino

Learning outcomes

On successful completion of this unit, you should be able to:
1.

examine the nature of different asset classes and the ways in which professional managers incorporate and manage asset classes

2.

apply various techniques to analyse and select equities in equity investment

3.

understand the skills and techniques used by professionals who are involved in funds management, and wealth creation

4.

understand the importance of professional investment in wealth creation

5.

understand the importance of ethical practices by investment professionals and the CFA Institute code of ethics and standards of professional conduct

6.

apply critical thinking, problem solving and presentation skills to individual and/or group activities dealing with equities and investment analysis and demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the topics covered by BFC3241.

Assessment summary

Within semester assessment: 50% + Examination: 50%

This unit contains a hurdle requirement that you must achieve to be able to pass the unit. The consequence of not achieving a hurdle requirement is a fail grade (NH) and a maximum mark of 45 for the unit.

Scheduled and non-scheduled teaching activities

Lectures
Tutorials

Workload requirements

Workload

Other unit costs

Costs are indicative and subject to change.
Electronics, calculators and tools: $40