FINC13-303: Portfolio Analysis and Investments

Description

In this subject, students explore the fundamentals of investment analysis, asset allocation, and portfolio management. The subject will also introduce various investment vehicles, including stocks, bonds, mutual funds, ETFs, and alternative investments to provide students with a solid understanding of the principles of investments and portfolio management. Theories underlying asset pricing models, efficient market hypotheses, behavioural finance, and modern portfolio theory are examined throughout the subject.  Students will develop customized investment strategies that demonstrate innovative thinking in response to both investor mandates and evolving economic scenarios. 

Subject details

Type: Undergraduate Subject
Code: FINC13-303
EFTSL: 0.125
Faculty: Bond Business School
Semesters offered:
  • May 2024 [Standard Offering]
  • January 2025 [Standard Offering]
  • May 2025 [Standard Offering]
Credit: 10
Study areas:
  • Business, Commerce, and Entrepreneurship
Subject fees:
  • Commencing in 2024: $4,260.00
  • Commencing in 2025: $4,460.00
  • Commencing in 2024: $5,730.00
  • Commencing in 2025: $5,990.00

Learning outcomes

  1. Apply appropriate models of investment risk and return for common investment types.
  2. Use appropriate models to apply the concept of pricing financial assets to equities, fixed income and evaluate fund performance.
  3. Analyse historical and current market trends to identify underexploited investment opportunities to develop creative portfolios that potentially capitalise on these insights.
  4. Verbally present portfolio information to a professional audience using appropriate visual aids.

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:

Subject outlines

Subject dates

Standard Offering
Enrolment opens: 17/03/2024
Semester start: 13/05/2024
Subject start: 13/05/2024
Last enrolment: 26/05/2024
Teaching census: 07/06/2024
Withdraw - Financial: 08/06/2024
Withdraw - Academic: 29/06/2024
By browsing this site you accept that cookies are used to improve and personalise our services to you for a better experience on our website and for social activity. If you continue, we will assume that you agree to our use of cookies statement
I Agree