INVESTMENT AND PORTFOLIO MANAGEMENT
FIN3IPM
2014
Credit points: 15
Subject outline
This subject focuses on the principles of investment. The key components of the subject include portfolio theory and the application of risk and return concepts to portfolio construction. The subject looks at equilibrium in equity markets, including CAPM as a theory of asset pricing. This leads to the study of the market model and multi-factor models of security returns. The valuation of equity securities is introduced. Portfolio theory and its practical application to portfolio evaluation and management is examined in relation to both equity and bond portfolios.
Faculty: Faculty of Business, Economics and Law
Credit points: 15
Subject Co-ordinator: John Shannon
Available to Study Abroad Students: Yes
Subject year level: Year Level 3 - UG
Exchange Students: Yes
Subject particulars
Subject rules
Prerequisites: FIN2FIN or FIN1FOF or BUS1AFB
Co-requisites: N/A
Incompatible subjects: N/A
Equivalent subjects: N/A
Special conditions: N/A
Learning resources
Readings
| Resource Type | Title | Resource Requirement | Author and Year | Publisher |
|---|---|---|---|---|
| Readings | Investments | Prescribed | Brailsford, T., Heaney, R., and Bilson, C. | 4TH EDITION, CENGAGE, 2011 |
Melbourne, 2014, Semester 1, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: John Shannon
Class requirements
LectureWeek: 10 - 22
One 2.0 hours lecture other recurrence on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 11 - 22
One 1.0 hours tutorial other recurrence on weekdays during the day from week 11 to week 22 and delivered via face-to-face.
Assessments
| Assessment element | Comments | % |
|---|---|---|
| one 1-hour mid-semester test | 10 | |
| one 3-hour final examination | Students must achieve overall total of 50% to pass the subject | 70 |
| tutorial attendance and class participation | 20 |
Melbourne, 2014, Semester 2, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: John Shannon
Class requirements
LectureWeek: 31 - 43
One 2.0 hours lecture other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
TutorialWeek: 31 - 43
One 1.0 hours tutorial other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
| Assessment element | Comments | % |
|---|---|---|
| one 1-hour mid-semester test | 10 | |
| one 3-hour final examination | Students must achieve overall total of 50% to pass the subject | 70 |
| tutorial attendance and class participation | 20 |
Sydney, 2014, ACN Semester 1, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: John Shannon
Class requirements
LectureWeek: 11 - 22
One 2.0 hours lecture other recurrence on weekdays during the day from week 11 to week 22 and delivered via face-to-face.
TutorialWeek: 12 - 22
One 1.0 hours tutorial per week on weekdays during the day from week 12 to week 22 and delivered via face-to-face.
Assessments
| Assessment element | Comments | % |
|---|---|---|
| one 1-hour mid-semester test | 10 | |
| one 3-hour final examination | Students must achieve overall total of 50% to pass the subject | 70 |
| tutorial attendance and class participation | 20 |
Sydney, 2014, ACN Summer Semester, Day
Overview
Online enrolment: No
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: John Shannon
Class requirements
LectureWeek: 45 - 53
One 2.0 hours lecture per week on weekdays during the day from week 45 to week 53 and delivered via face-to-face.
TutorialWeek: 46 - 53
One 1.0 hours tutorial per week on weekdays during the day from week 46 to week 53 and delivered via face-to-face.
Assessments
| Assessment element | Comments | % |
|---|---|---|
| one 1-hour mid-semester test | 10 | |
| one 3-hour final examination | Students must achieve overall total of 50% to pass the subject | 70 |
| tutorial attendance and class participation | 20 |
Vietnam, 2014, Semester 2, Day
Overview
Online enrolment: Yes
Maximum enrolment size: N/A
Enrolment information:
Subject Instance Co-ordinator: John Shannon
Class requirements
LectureWeek: 31 - 43
One 2.0 hours lecture other recurrence on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
| Assessment element | Comments | % |
|---|---|---|
| one 1-hour mid-semester test | 10 | |
| one 3-hour final examination | Students must achieve overall total of 50% to pass the subject | 70 |
| tutorial attendance and class participation | 20 |