fin3ipm portfolio management
PORTFOLIO MANAGEMENT
FIN3IPM
2020
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. You will look 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. You will also be introduced to the valuation of equity securities. Finally, you will examine portfolio theory and its practical application to portfolio evaluation and management as it relates to both equity and bond portfolios.
SchoolLa Trobe Business School
Credit points15
Subject Co-ordinatorTony Martin
Available to Study Abroad/Exchange StudentsYes
Subject year levelYear Level 3 - UG
Available as ElectiveNo
Learning ActivitiesN/A
Capstone subjectNo
Subject particulars
Subject rules
PrerequisitesFIN1FOF OR FIN2FIN
Co-requisitesN/A
Incompatible subjectsN/A
Equivalent subjectsN/A
Quota Management StrategyN/A
Quota-conditions or rulesN/A
Special conditionsN/A
Minimum credit point requirementN/A
Assumed knowledgeN/A
Learning resources
Principles of Investments
Resource TypeBook
Resource RequirementPrescribed
AuthorBodie, Z., Drew, M., Basu, A., Kane, A., and Marcus, A
YearN/A
Edition/Volume1st Edition
PublisherMcGraw Hill
ISBNN/A
Chapter/article titleN/A
Chapter/issueN/A
URLN/A
Other descriptionN/A
Source locationN/A
Career Ready
Career-focusedNo
Work-based learningNo
Self sourced or Uni sourcedN/A
Entire subject or partial subjectN/A
Total hours/days requiredN/A
Location of WBL activity (region)N/A
WBL addtional requirementsN/A
Graduate capabilities & intended learning outcomes
Graduate Capabilities
Intended Learning Outcomes
Subject options
Select to view your study options…
Melbourne (Bundoora), 2020, Semester 1, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorTony Martin
Class requirements
LectureWeek: 10 - 22
One 2.00 hours lecture per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 11 - 22
One 1.00 hour tutorial per week on weekdays during the day from week 11 to week 22 and delivered via face-to-face.
Assessments
Assessment element | Category | Contribution | Hurdle | % | ILO* |
---|---|---|---|---|---|
One mid-semester test 60-minute test of multiple choice and short answer questions | N/A | N/A | No | 20 | SILO1, SILO2 |
One 3-hour final examination | N/A | N/A | No | 60 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Weekly online quizzes Students need to answer a set of multiple choice questions on LMS starting from Week 2. There are 10 quizzes in total. (Equivalent to a 500 word assessment) | N/A | N/A | No | 20 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Melbourne (Bundoora), 2020, Semester 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorTony Martin
Class requirements
LectureWeek: 31 - 43
One 2.00 hours lecture per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
TutorialWeek: 31 - 43
One 1.00 hour tutorial per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
Assessment element | Category | Contribution | Hurdle | % | ILO* |
---|---|---|---|---|---|
One mid-semester test 60-minute test of multiple choice and short answer questions | N/A | N/A | No | 20 | SILO1, SILO2 |
One 3-hour final examination | N/A | N/A | No | 60 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Weekly online quizzes Students need to answer a set of multiple choice questions on LMS starting from Week 2. There are 10 quizzes in total. (Equivalent to a 500 word assessment) | N/A | N/A | No | 20 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Vietnam (Hanoi University), 2020, Semester 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorTony Martin
Class requirements
LectureWeek: 31 - 43
One 2.00 hours lecture per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
TutorialWeek: 31 - 43
One 1.00 hour tutorial per week on weekdays during the day from week 31 to week 43 and delivered via face-to-face.
Assessments
Assessment element | Category | Contribution | Hurdle | % | ILO* |
---|---|---|---|---|---|
One mid-semester test 60-minute test of multiple choice and short answer questions | N/A | N/A | No | 20 | SILO1, SILO2 |
One 3-hour final examination | N/A | N/A | No | 60 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Weekly online quizzes Students need to answer a set of multiple choice questions on LMS starting from Week 2. There are 10 quizzes in total. (Equivalent to a 500 word assessment) | N/A | N/A | No | 20 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Sydney, 2020, Study period 1, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorTony Martin
Class requirements
LectureWeek: 10 - 22
One 2.00 hours lecture per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
TutorialWeek: 10 - 22
One 1.00 hour tutorial per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.
Assessments
Assessment element | Category | Contribution | Hurdle | % | ILO* |
---|---|---|---|---|---|
One mid-semester test 60-minute test of multiple choice and short answer questions | N/A | N/A | No | 20 | SILO1, SILO2 |
One 3-hour final examination | N/A | N/A | No | 60 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Weekly online quizzes Students need to answer a set of multiple choice questions on LMS starting from Week 2. There are 10 quizzes in total. (Equivalent to a 500 word assessment) | N/A | N/A | No | 20 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Sydney, 2020, Study period 2, Day
Overview
Online enrolmentYes
Maximum enrolment sizeN/A
Subject Instance Co-ordinatorTony Martin
Class requirements
Lecture/FilmWeek: 31 - 42
One 2.00 hours lecture/film per week on weekdays during the day from week 31 to week 42 and delivered via face-to-face.
TutorialWeek: 31 - 42
One 1.00 hour tutorial per week on weekdays during the day from week 31 to week 42 and delivered via face-to-face.
Assessments
Assessment element | Category | Contribution | Hurdle | % | ILO* |
---|---|---|---|---|---|
One mid-semester test 60-minute test of multiple choice and short answer questions | N/A | N/A | No | 20 | SILO1, SILO2 |
One 3-hour final examination | N/A | N/A | No | 60 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |
Weekly online quizzes Students need to answer a set of multiple choice questions on LMS starting from Week 2. There are 10 quizzes in total. (Equivalent to a 500 word assessment) | N/A | N/A | No | 20 | SILO1, SILO2, SILO3, SILO4, SILO5, SILO6 |