INVESTMENT SECURITIES

FIN2SEV

2021

Credit points: 15

Subject outline

Investment securities provide the primary means by which businesses are able to raise capital to fund their business activities. In this subject you will learn about two major types of investment securities: equity securities and debt securities. The different risk and return characteristics of equity and debt securities will be examined. You will also compare and contrast the different international markets in which equity and debt securities are traded, through learning activities conducted in our financial trading room. You will learn how to buy and sell equity and debt securities and how to monitor the performance of the equity and debt securities you may acquire. Key to making the decision whether to buy or sell any financial security is an evaluation of the market price of a financial security as compared with your estimation of its intrinsic value. Hence, a major focus of this subject is to assist you further develop the skills of a financial analyst, to be able to calculate the intrinsic value of various types of equity and debt securities.

SchoolLa Trobe Business School

Credit points15

Subject Co-ordinatorTony Martin

Available to Study Abroad/Exchange StudentsYes

Subject year levelYear Level 2 - UG

Available as ElectiveNo

Learning ActivitiesAttending the lectures, attempting the online quizzes, home study, reading, attending and participating in the weekly seminars, and attempting the seminar quizzes.

Capstone subjectNo

Subject particulars

Subject rules

PrerequisitesFIN1FOF

Co-requisitesN/A

Incompatible subjectsFIN3SEV

Equivalent subjectsFIN3SEV

Quota Management StrategyN/A

Quota-conditions or rulesN/A

Special conditionsN/A

Minimum credit point requirementN/A

Assumed knowledgeN/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

01. Define and compare international primary and secondary debt and equity markets, and the risk and return characteristics of different types of debt and equity securities.
02. Compare and contrast various methods used to construct market indices of different national exchanges and calculate the value and return of an index according to the manner of its construction.
03. Demonstrate the skills of a financial analyst, to research, analyse and evaluate the intrinsic value of a company, using appropriate digital tools and information services.
04. Contribute effectively to the success of a research team established to analyse and evaluate the macroeconomic, technological, demographic, governmental, and social influences on industry and individual company growth, profitability, and risk.
05. Present, in written and oral form, the teams intrinsic valuation of a company, and your investment advice in respect of the company's financial securities.

Subject options

Select to view your study options…

Start date between: and    Key dates

Melbourne (Bundoora), 2021, Semester 1, Blended

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorTony Martin

Class requirements

SeminarWeek: 10 - 22
One 2.00 h seminar per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Unscheduled Online ClassWeek: 10 - 22
One 2.00 h unscheduled online class per week on any day including weekend during the day from week 10 to week 22 and delivered via online.
The length of time required to view the online lessons will vary from topic to topic and from student to student. There is, on average, about 45 minutes of online videos per week, plus additional online material. 2 hours is the estimated average time to view each week's lessons and attempt the online quizzes.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

Online and/or In-class Quizzes (equivalent to 500 words) This Assessment Task will be used to report on the Graduate Capability "Quantitative Literacy".

N/AQuizzesIndividualNo10 SILO1, SILO2, SILO3

Mid-semester Formative Examination (1 hour)

N/AOther written examIndividualNo10 SILO1, SILO2, SILO3, SILO4

1000 words per student group assignment and presentation . The weighting of this assessment task will comprise 20% for the report and 10% for the presentation and teamwork.

N/AOral presentationGroupNo30 SILO1, SILO2, SILO3, SILO4

2 hour final examination

N/ACentral examIndividualNo50 SILO5

Sydney, 2021, Semester 1, Blended

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorTony Martin

Class requirements

SeminarWeek: 10 - 22
One 2.00 h seminar per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Unscheduled Online ClassWeek: 10 - 22
One 2.00 h unscheduled online class per week on any day including weekend during the day from week 10 to week 22 and delivered via online.
The length of time required to view the online lessons will vary from topic to topic and from student to student. There is, on average, about 45 minutes of online videos per week, plus additional online material. 2 hours is the estimated average time to view each week's lessons and attempt the online quizzes.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

Online and/or In-class Quizzes (equivalent to 500 words) This Assessment Task will be used to report on the Graduate Capability "Quantitative Literacy".

N/AQuizzesIndividualNo10 SILO1, SILO2, SILO3

Mid-semester Formative Examination (1 hour)

N/AOther written examIndividualNo10 SILO1, SILO2, SILO3, SILO4

1000 words per student group assignment and presentation . The weighting of this assessment task will comprise 20% for the report and 10% for the presentation and teamwork.

N/AOral presentationGroupNo30 SILO1, SILO2, SILO3, SILO4

2 hour final examination

N/ACentral examIndividualNo50 SILO5

Vietnam (Hanoi University), 2021, Semester 1, Blended

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorTony Martin

Class requirements

SeminarWeek: 10 - 22
One 2.00 h seminar per week on weekdays during the day from week 10 to week 22 and delivered via face-to-face.

Unscheduled Online ClassWeek: 10 - 22
One 2.00 h unscheduled online class per week on any day including weekend during the day from week 10 to week 22 and delivered via online.
The length of time required to view the online lessons will vary from topic to topic and from student to student. There is, on average, about 45 minutes of online videos per week, plus additional online material. 2 hours is the estimated average time to view each week's lessons and attempt the online quizzes.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

Online and/or In-class Quizzes (equivalent to 500 words) This Assessment Task will be used to report on the Graduate Capability "Quantitative Literacy".

N/AQuizzesIndividualNo10 SILO1, SILO2, SILO3

Mid-semester Formative Examination (1 hour)

N/AOther written examIndividualNo10 SILO1, SILO2, SILO3, SILO4

1000 words per student group assignment and presentation . The weighting of this assessment task will comprise 20% for the report and 10% for the presentation and teamwork.

N/AOral presentationGroupNo30 SILO1, SILO2, SILO3, SILO4

2 hour final examination

N/ACentral examIndividualNo50 SILO5

Sydney, 2021, Semester 2, Blended

Overview

Online enrolmentYes

Maximum enrolment sizeN/A

Subject Instance Co-ordinatorTony Martin

Class requirements

SeminarWeek: 30 - 42
One 2.00 h seminar per week on weekdays during the day from week 30 to week 42 and delivered via face-to-face.

Unscheduled Online ClassWeek: 30 - 42
One 2.00 h unscheduled online class per week on any day including weekend during the day from week 30 to week 42 and delivered via online.
The length of time required to view the online lessons will vary from topic to topic and from student to student. There is, on average, about 45 minutes of online videos per week, plus additional online material. 2 hours is the estimated average time to view each week's lessons and attempt the online quizzes.

Assessments

Assessment elementCommentsCategoryContributionHurdle% ILO*

Online and/or In-class Quizzes (equivalent to 500 words) This Assessment Task will be used to report on the Graduate Capability "Quantitative Literacy".

N/AQuizzesIndividualNo10 SILO1, SILO2, SILO3

Mid-semester Formative Examination (1 hour)

N/AOther written examIndividualNo10 SILO1, SILO2, SILO3, SILO4

1000 words per student group assignment and presentation . The weighting of this assessment task will comprise 20% for the report and 10% for the presentation and teamwork.

N/AOral presentationGroupNo30 SILO1, SILO2, SILO3, SILO4

2 hour final examination

N/ACentral examIndividualNo50 SILO5