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

Type: Undergraduate Subject
Code: FINC13-303
EFTSL: 0.125
Faculty: Bond Business School
Semesters offered:
  • January 2023 [Standard Offering]
  • May 2023 [Standard Offering]
Credit: 10
Study areas:
  • Business, Commerce, and Entrepreneurship
Subject fees:
  • Commencing in 2022: $3,950.00
  • Commencing in 2023: $4,050.00
  • Commencing in 2022: $5,260.00
  • Commencing in 2023: $5,400.00

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:

Subject outlines

Subject dates

  • Standard Offering
    Enrolment opens: 13/11/2022
    Semester start: 16/01/2023
    Subject start: 16/01/2023
    Cancellation 1: 30/01/2023
    Cancellation 2: 06/02/2023
    Last enrolment: 29/01/2023
    Withdraw - Financial: 11/02/2023
    Withdraw - Academic: 04/03/2023
    Teaching census: 10/02/2023
  • Standard Offering
    Enrolment opens: 19/03/2023
    Semester start: 15/05/2023
    Subject start: 15/05/2023
    Cancellation 1: 29/05/2023
    Cancellation 2: 05/06/2023
    Last enrolment: 28/05/2023
    Withdraw - Financial: 10/06/2023
    Withdraw - Academic: 01/07/2023
    Teaching census: 09/06/2023
Standard Offering
Enrolment opens: 13/11/2022
Semester start: 16/01/2023
Subject start: 16/01/2023
Cancellation 1: 30/01/2023
Cancellation 2: 06/02/2023
Last enrolment: 29/01/2023
Withdraw - Financial: 11/02/2023
Withdraw - Academic: 04/03/2023
Teaching census: 10/02/2023