This unit interrogates the process of managing investment portfolios and focuses on funds management at the institutional, rather than personal, level. Students will explore the continuous and systematic decision-making process underlying the management of publicly offered investment funds. The unit explores and analyses the theory, concepts, tools and techniques of funds management in a global environment. Traditional approaches to funds management will be examined in detail and will provide a background for the evaluation of emerging paradigms and techniques in the funds management industry.

Unit details

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Credit points:
Unit code:

Learning Outcomes

On successful completion of this unit, students will be able to:
  1. Critically review investment concepts, theories and analytical techniques employed in the process of managing institutional investment portfolios;  
  2. Recommend creative, defensible and sustainable solutions in different institutional investment contexts;  
  3. Exemplify the role of culture, values and dispositions in achieving consensual outcomes through consideration of procedures for managing investment portfolios in the context of globally integrated financial markets, particularly in respect to diversification, risk classes, currency issues and hedging techniques;  
  4. Exemplify professional practice in funds design and decision-making; practical allocation of funds across asset classes and within different financial markets (industries); portfolio optimisation; portfolio monitoring; market sector volatilities and risk management and; measurement and evaluation of funds managers' performance; and  
  5. Evidence high level personal autonomy and accountability within collaborative decision making activities in achieving ethical and socially responsible team outcomes.  


Assessment type Description Grade
Assignment Group Research Presentation 25%
Assignment Managed Portfolio Report 25%
Examination Final Examination 50%

Required reading

Managing Investment Portfolios: A Dynamic Process, [Text and Workbook] 3rd ed
Maginn, Tuttle, Pinto and McLeavey 2007
John Wiley and Sons

Where to next?

As part of a course

This unit is studied as part of the following courses. Refer to the course page for information on how to apply for the course.

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