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Investments and Portfolio Analysis (11230.2)

Level: Level 3 - Undergraduate Advanced Unit
Credit Points: 3
HECS Bands: 2, 3
Faculty: Faculty of Business, Government & Law
Discipline: Canberra Business School


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For the remainder of 2020, resulting from Australian Government's directives requiring physical distancing and restrictions on movement because of the COVID-19 pandemic, any exams that are required for assessment in a unit will be online exams. Online exams may also use online proctoring to help assure the academic integrity of those exams. Please contact your unit convener with any questions.

While the University has made efforts to ensure that Unit Outlines reflect a unit’s learning activities and assessment items, any changes to Australian Government directives because of the COVID-19 pandemic may require changes to these during the semester to ensure the safety and well being of students and staff. These changes will not be updated in the published unit outline, but will be communicated to you via your unit’s UCLearn(Canvas) teaching site. Any changes made will continue to meet the unit’s learning outcomes, as described in the Unit Outline.

Unit Outlines

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  • Semester 2, 2020, ON-CAMPUS, BRUCE (197490) - View
  • Semester 2, 2019, ON-CAMPUS, BRUCE (184877) - View

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The unit covers fundamental concepts used in the construction and analysis of portfolios of financial instruments, with an emphasis on equities and fixed interest securities. It covers key financial issues related to asset pricing theories, modern portfolio theory and its applications, market efficiency, evaluation of investments, pricing and the construction and analysis of a multi-asset portfolio. These tools will be used to analyse and prepare recommendations for hypothetical clients in ways which ensure the primacy of the client's position.

Learning Outcomes

After successful completion of this unit, students will be able to:

1. Explain and apply modern portfolio theory in a range of practical situations;

2. Critique the implications of capital market efficiency for security selection styles such as technical and fundamental analysis;

3. Evaluate bonds as an investment alternative and consider bond portfolio strategies;

4. Appraise managed funds as an investment vehicle;

5. Evaluate risks and returns in the context of an investment portfolio;

6. Apply the knowledge of behavioural finance to identify investment patterns displayed by investors while making investment decisions.

7. Conduct investment analysis and prepare recommendations for hypothetical clients on a range of investment actions, including how to handle conflicts of interests and the primacy of the client's position.

Assessment Items

Contact Hours

Two hours of lectures/seminars and one hour of tutorials/workshops on campus per week.


11215 Business Finance



Assumed Knowledge

School/college level mathematics and/or statistics, accounting or economics knowledge.

Incompatible Units

6378 Investments

Equivalent Units


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