|Available teaching periods||Delivery mode||Location|
|View teaching periods|
|0.125||3||Faculty Of Business, Government & Law|
|Discipline||Study level||HECS Bands|
|School Of Information Systems & Accounting||Level 2 - Undergraduate Intermediate 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 outcomesStudents who successfully complete this unit 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. Analyse managed funds as an investment vehicle, various strategies used by managed funds, and risks & returns associated with managed funds;
5. Evaluate risks and returns in the context of an investment portfolio; and
6. Describe the basic characteristics of risk management tools.
Graduate attributes1. 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 - make creative use of technology in their learning and professional lives
3. UC graduates are lifelong learners - adapt to complexity, ambiguity and change by being flexible and keen to engage with new ideas
3. UC graduates are lifelong learners - evaluate and adopt new technology
3. UC graduates are lifelong learners - reflect on their own practice, updating and adapting their knowledge and skills for continual professional and academic development
Prerequisites6392 Business Finance OR 9520 Principles of Finance AND 5123 Business Statistics or 8732 Problem Analysis and Statistics.
|Year||Location||Teaching period||Teaching start date||Delivery mode||Unit convener|
Brailsford, T., Heaney, R & Bilson, C (2015), Investments: Concepts and Applications (5th Edition), South-Western CENGAGE Learning. Available in Bookshop
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.
Attendance at classes is not compulsory unless it is a condition of your visa. However, past experience indicates that student who do 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 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 to their study-requirements.
Students may like to seek help from the UC Library staff to search resources from the Internet.