| Type: | Undergraduate Subject |
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| Code: | FINC13-303 |
| EFTSL: | 0.125 |
| Faculty: | Bond Business School |
| Semesters offered: |
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| Credit: | 10 |
| Study areas: |
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| Subject fees: |
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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
Learning outcomes
- Apply appropriate models of investment risk and return for common investment types.
- Use appropriate models to apply the concept of pricing financial assets to equities, fixed income and evaluate fund performance.
- Analyse historical and current market trends to identify underexploited investment opportunities to develop creative portfolios that potentially capitalise on these insights.
- Verbally present portfolio information to a professional audience using appropriate visual aids.
Enrolment requirements
| Requisites: |
Nil |
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| 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):
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| Restrictions: |
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Subject outlines
- May 2024 [Standard - Portfolio Analysis and Investments]
- January 2024 [Standard - Portfolio Analysis and Investments]
- May 2023 [Standard - Portfolio Analysis and Investment Management]
- January 2023 [Standard - Portfolio Analysis and Investment Management]
- May 2022 [Standard - Portfolio Analysis and Investment Management]
- January 2022 [Standard - Portfolio Analysis and Investment Management]
- May 2021 [Standard - Portfolio Analysis and Investment Management]
- January 2021 [Standard - Portfolio Analysis and Investment Management]
- May 2020 [Standard - Portfolio Analysis and Investment Management]
- January 2020 [Standard - Portfolio Analysis and Investment Management]
- May 2019 [Standard - Portfolio Analysis and Investment Management]
- January 2019 [Standard - Portfolio Analysis and Investment Management]
- May 2018 [Standard - Portfolio Analysis and Investment Management]
- January 2018 [Standard - Portfolio Analysis and Investment Management]
- May 2017 [Standard - Portfolio Analysis and Investment Management]
Subject dates
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January 2024
Standard Offering Enrolment opens: 12/11/2023 Semester start: 15/01/2024 Subject start: 15/01/2024 Cancellation 1: 29/01/2024 Cancellation 2: 05/02/2024 Last enrolment: 28/01/2024 Withdraw - Financial: 10/02/2024 Withdraw - Academic: 02/03/2024 Teaching census: 09/02/2024 -
May 2024
Standard Offering Enrolment opens: 17/03/2024 Semester start: 13/05/2024 Subject start: 13/05/2024 Cancellation 1: 27/05/2024 Cancellation 2: 03/06/2024 Last enrolment: 26/05/2024 Withdraw - Financial: 08/06/2024 Withdraw - Academic: 29/06/2024 Teaching census: 07/06/2024
| Standard Offering | |
|---|---|
| Enrolment opens: | 12/11/2023 |
| Semester start: | 15/01/2024 |
| Subject start: | 15/01/2024 |
| Cancellation 1: | 29/01/2024 |
| Cancellation 2: | 05/02/2024 |
| Last enrolment: | 28/01/2024 |
| Withdraw - Financial: | 10/02/2024 |
| Withdraw - Academic: | 02/03/2024 |
| Teaching census: | 09/02/2024 |
| Standard Offering | |
|---|---|
| Enrolment opens: | 17/03/2024 |
| Semester start: | 13/05/2024 |
| Subject start: | 13/05/2024 |
| Cancellation 1: | 27/05/2024 |
| Cancellation 2: | 03/06/2024 |
| Last enrolment: | 26/05/2024 |
| Withdraw - Financial: | 08/06/2024 |
| Withdraw - Academic: | 29/06/2024 |
| Teaching census: | 07/06/2024 |