Overview

Topics include investment markets and investment strategies; measuring investment return and risk; capital asset pricing model; arbitrage pricing theory; security analysis and valuation; portfolio management; asset allocation; and portfolio performance measurement.

Offerings

S1-01-CAULFIELD-FLEXIBLE
S2-01-CAULFIELD-FLEXIBLE

Rules

Enrolment Rule

Contacts

Chief Examiner(s)

Dr Manapon Limkriangkrai

Learning outcomes

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

evaluate financial market information to measure investment risk and return, and be able to incorporate such evaluation in fundamental and technical analysis in the asset valuation process

2.

develop an understanding of theories in market efficiency, asset pricing models, portfolio construction

3.

understand investment characteristics of different asset classes and their implications in portfolio management

4.

demonstrate effective interpersonal communication skills and develop a team orientated approach to work effectively as a team member to produce a professional quality business document solving portfolio investment objectives

5.

demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the components of an investment portfolio and their optimal combination as discussed throughout the unit.

Teaching approach

Active learning

Assessment

1 - Within semester assessment
2 - Examination

Scheduled and non-scheduled teaching activities

Seminars
Tutorials

Workload requirements

Workload

Learning resources

Required resources

Other unit costs

Costs are indicative and subject to change. Electronics, calculators and tools: $100