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Investments and Portfolio Analysis (11230.2)

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


Unit Outlines

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  • 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 portfolio management of fixed interest securities and an introduction to the use of derivatives as risk management tools. 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. Describe the basic characteristics of derivatives as risk management tools; and

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.

Contact Hours

One 2 hour lecture and one 1 hour tutorial on-campus per week.


11215 Business Finance



Assumed Knowledge

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

Incompatible Units


Equivalent Units

6378 Investments

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