|1.||Critically review investment concepts, theories and analytical techniques employed in the process of managing institutional valuation of securities and investment portfolios;|
|2.||Justify 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.||Exhibit high level personal autonomy and accountability within collaborative decision making activities in achieving ethical and socially responsible team outcomes.|
|Assignment||Group assignment on portfolio risk management strategies||30%|
|Project||Investment portfolio simulation project report||40%|
|Case Study||Case Studies on bond portfolio management and equity valuation||30%|
Essentials of investments, 11th ed.
Bodie, Z., Kane, A., and Marcus, A.J. (2019)
McGraw Hill Education
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