International Portfolio Management

Unit code: BAO5747 | Study level: Postgraduate
Credit points
12
(Generally, 1 credit = 10 hours of classes and independent study.)
Location
City Campus
VU Sydney
Prerequisites
N/A
Overview
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Overview

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.

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

For Melbourne campuses

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

Required reading

Managing investment portfolios: A dynamic process workbook
Maginn, J.L., Tuttle, D.L., McLeavey, D.W., & Pinto, J.E. (2007).| John Wiley & Sons.

As part of a course

This unit is not compulsory for any specific course. Depending on the course you study, this unit may be taken as an elective.

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