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FINC13-303: Portfolio Analysis and Investments

Description

This subject explores the fundamentals of investment analysis, asset allocation, and portfolio management. Students will learn how to evaluate investment opportunities, construct and manage portfolios, and portfolio performances by assessing risk and return profiles. The subject will also introduce various investment vehicles, including stocks, bonds, mutual funds, and alternative investments, to provide students with a solid understanding of the principles of investments and portfolio management. Theories underlying asset pricing models, efficient markets, behavioural finance, and portfolio optimisation are examined in detail throughout the subject.

Subject details

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

Learning outcomes

  1. Apply appropriate models of investment risk and return to a given investment
  2. Use appropriate models to apply the concept of pricing financial assets to equities and fixed income.
  3. Construct investment portfolios that reflect an understanding of investor utility preferences and risk and return profiles of investment assets in the economic cycle.

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 dates

  • 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
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