Investments and Portfolio Analysis (11230.2)
| Available teaching periods | Delivery mode | Location |
|---|---|---|
| View teaching periods | Flexible |
UC - Canberra, Bruce |
| EFTSL | Credit points | Faculty |
| 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 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.
Graduate attributes
1. UC graduates are professional - communicate effectively1. 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
Prerequisites
11215 Business FinanceCorequisites
None.Incompatible units
6378 InvestmentsEquivalent units
None.Assumed knowledge
School/college level mathematics and/or statistics, accounting or economics knowledge.| Year | Location | Teaching period | Teaching start date | Delivery mode | Unit convener |
|---|---|---|---|---|---|
| 2023 | UC - Canberra, Bruce | Semester 2 | 31 July 2023 | Flexible | Mr Yaser Paracha |
| 2024 | UC - Canberra, Bruce | Semester 2 | 29 July 2024 | Flexible | Mr Yaser Paracha |
Required texts
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 of the text at a 10% discount by purchasing direct from the publisher at: https://au.cengage.com/c/isbn/9780170416030/?filterBy=Student&utm_source=pdf&utm_medium=pdf&utm_campaign=automated_pdf_sem_2_22 and quoting the discount code WOW10
Recommended reading
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.
Academic integrity
Students have a responsibility to uphold University standards on ethical scholarship. Good scholarship involves building on the work of others and use of others' work must be acknowledged with proper attribution made. Cheating, plagiarism, and falsification of data are dishonest practices that contravene academic values. Refer to the University's Student Charter for more information.
To enhance understanding of academic integrity, all students are expected to complete the Academic Integrity Module (AIM) at least once during their course of study. You can access this module within UCLearn (Canvas) through the 'Academic Integrity and Avoiding Plagiarism' link in the Study Help site.
Use of Text-Matching Software
The University of Canberra uses text-matching software to help students and staff reduce plagiarism and improve understanding of academic integrity. The software matches submitted text in student assignments against material from various sources: the internet, published books and journals, and previously submitted student texts.
Participation requirements
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 Word, Excel and the Internet, including accessing information from Canvas websites.
In-unit costs
Students are strongly recommended to obtain a non-programmable financial calculator.
Work placement, internships or practicums
None
Additional information
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.
http://www.canberra.edu.au/studyskills
Students may like to seek help from the UC Library staff to search for resources from the Internet.
