Investments and Portfolio Analysis (11230.2)
|Available teaching periods||Delivery mode||Location|
|View teaching periods|| Flexible
|| UC - Canberra, Bruce
|0.125||3||Faculty Of Business, Government & Law|
|Discipline||Study level||HECS Bands|
|Canberra Business School||Level 3 - Undergraduate Advanced Unit|| Band 4 2021 (Commenced After 1 Jan 2021)
Band 4 2021 (Commenced After 1 Jan Social Work_Exclude 0905)
Band 5 2021 (Commenced Before 1 Jan 2021)
Learning outcomesAfter 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.
Graduate attributes1. UC graduates are professional - communicate effectively
1. UC graduates are professional - display initiative and drive, and use their organisation skills to plan and manage their workload
1. UC graduates are professional - employ up-to-date and relevant knowledge and skills
1. UC graduates are professional - use creativity, critical thinking, analysis and research skills to solve theoretical and real-world problems
1. UC graduates are professional - work collaboratively as part of a team, negotiate, and resolve conflict
2. UC graduates are global citizens - behave ethically and sustainably in their professional and personal lives
2. UC graduates are global citizens - communicate effectively in diverse cultural and social settings
2. UC graduates are global citizens - make creative use of technology in their learning and professional lives
2. UC graduates are global citizens - think globally about issues in their profession
Prerequisites11215 Business Finance
- 6378 Investments
Assumed knowledgeSchool/college level mathematics and/or statistics, accounting or economics knowledge.
|Year||Location||Teaching period||Teaching start date||Delivery mode||Unit convener|
|2021||UC - Canberra, Bruce||Semester 2||02 August 2021||Flexible||Dr Ian MacLean|
|2022||UC - Canberra, Bruce||Semester 2||01 August 2022||Flexible||Prof Raechel Johns|
Reilly, F.R., Brown, K.C., Lamba, A.s., Gunusingham, B and Elston, F. (2020) Investment Analysis and Portfolio Management, Asia-Pacific Edition, Cengage Learning Australia, South Melbourne, ISBN: 9780170416030
Students may obtain an e-book or hard copy of the text at a 10% discount by purchasing direct from the publisher at: https://au.cengage.com/c/investment-analysis-portfolio-management-44-1st-edition-gunasingham-lamba-elston-reilly-brown/9780170416030/ and quoting the discount code GRAD10
Russell, S. (2019), Behaviourial Finance: A Guide for Financial Advisers, Behavioural Finance Australia, ISBN: 978-0-9946102-3-2 (paperback)
Russell's text is recommended especially for students undertaking the financial planning major.
Brailsford, T., Heaney, R & Bilson, C (2015), Investments: Concepts and Applications (5th Edition), South-Western CENGAGE Learning.
Submission of assessment items
Special assessment requirements
Students who complete all assessment items and earn at least 50% of the marks overall will pass this unit.
The attendance of lectures is not compulsory unless it is a condition of your visa. However, past experience indicates that students who attend lectures and tutorials regularly face no difficulties in passing the subject as topics considered in lectures and tutorials may go beyond the treatment given in your textbook and recorded lectures.
Required IT skills
Students will need to be well-versed with the Word, Excel and the Internet, including accessing information from Canvas website.
Students are strongly recommended to obtain a non-programmable financial calculator.
Work placement, internships or practicums
Students are encouraged to prepare for tutorials in advance. This will help them to get the most out of the tutorials.
Various programmes are run by the Study Skills Centre to help the students to cope with the unit. Students may consider attending these programmes if they are suitable for their study-requirements.
Students may like to seek help from the UC Library staff to search for resources from the Internet.