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

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

Subject outlines

• January 2021 [Standard - ‎]
• May 2020 [Standard]
• January 2020 [Standard]
• May 2019 [Standard]
• January 2019 [Standard]
• May 2018 [Standard]
• January 2018 [Standard]
• May 2017 [Standard]

Subject dates