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FINC13-303: Portfolio Analysis and Investment Management

Description

Portfolio Analysis and Investment Management builds on the material presented in Fundamentals of Finance. In the introductory Finance subject, the building blocks consisting of both application and theory were introduced. In this subject, these fundamental concepts are explored in substantially greater detail in terms of their importance and relevance to practitioners. The theories underlying asset pricing models and efficient markets, portfolio formation and management are examined in detail. An introduction to options, futures and other derivative securities is also included. 

Subject details

TypeUndergraduate
CodeFINC13-303
EFTSL0.125
FacultyBond Business School
Semesters offered
  • January 2021 [Standard Offering]
  • May 2021 [Standard Offering]
  • January 2022 [Standard Offering]
  • May 2022 [Standard Offering]
Credit10
Study areas
  • Business and Commerce
Subject fees
  • Commencing in 2020: $5,010
  • Commencing in 2021: $5,260

Learning outcomes

1. Demonstrate the ability to place orders in a virtual market to create a virtual portfolio.
2. Apply appropriate models of investment risk and return to a given investment.
3. Apply the concept of financial asset pricing to shares, interest rate securities and derivative securities.
4. Apply strategies for assessing investment performance.

Enrolment requirements

Requisites: ?

Nil

Assumed knowledge:

Assumed knowledge is the minimum level of knowledge of a subject area that students are assumed to have acquired through previous study. It is the responsibility of students to ensure they meet the assumed knowledge expectations of the subject. Students who do not possess this prior knowledge are strongly recommended against enrolling and do so at their own risk. No concessions will be made for students’ lack of prior knowledge.

Assumed Prior Learning (or equivalent):

Restrictions: ?

Nil

Subject outlines

Subject dates

Standard Offering
Enrolment opens10/11/2019
Semester start13/01/2020
Subject start13/01/2020
Cancellation 1?27/01/2020
Cancellation 2?03/02/2020
Last enrolment26/01/2020
Withdraw – Financial?08/02/2020
Withdraw – Academic?29/02/2020
Teaching census?07/02/2020
Standard Offering
Enrolment opens15/03/2020
Semester start25/05/2020
Subject start25/05/2020
Cancellation 1?08/06/2020
Cancellation 2?15/06/2020
Last enrolment07/06/2020
Withdraw – Financial?20/06/2020
Withdraw – Academic?11/07/2020
Teaching census?19/06/2020