Investment and Portfolio Management

Unit code: BAO3403 | Study level: Undergraduate
12
(Generally, 1 credit = 10 hours of classes and independent study.)
City Campus
BAO1000 - Financial Literacy and Decision Making
(Or equivalent to be determined by unit coordinator)
Overview
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Overview

Explore common issues investors experience by studying the Investment and Portfolio Management unit. You’ll learn how investors meet their liabilities, how they decide where to invest, and how much risk they should take on.

Industry-related case studies give you real-world skills for long-term investment management success.

You will use:

  • the latest theoretical and practical developments in the investment industry
  • industry-leading software such as Eviews and Excel
  • a range of analytical techniques.

To keep up with current industry practice, we organise guest speakers who share their investment and portfolio management expertise.

As you study, you will discover many new financial instruments available to prepare you for the workforce. You will gain an understanding of the cryptocurrency and Bitcoin markets in the rapidly changing financial environment. You will also learn how to make ethical, social and environmentally friendly investment decisions.

Learning Outcomes

On successful completion of this unit, students will be able to:

  1. Analyse the operations and latest developments of Australian money and capital markets along with the use of Bitcoin and cryptocurrencies for diversification of investments;
  2. Exhibit the ability to solve problems in investment and portfolio management using industry relevant software;
  3. Critically evaluate theories and models used in investment and portfolio management and apply those to real-world case studies based on the finance industry;
  4. Exhibit effective interpersonal skills to collaborate with and influence team members, respecting the diversity of team contributions and commitment to achieving team outcomes whilst assuming responsibility and accountability for their own learning and professional practice; and,
  5. Elucidate independent expositions of knowledge and ideas to clearly, coherently and succinctly address complex and unpredictable problems.

Assessment

For Melbourne campuses

Assessment type: Test
|
Grade: 10%
Online multiple choice test on investments and securities markets
Assessment type: Case Study
|
Grade: 25%
Case study analysis on diversification, asset pricing and superannuation
Assessment type: Assignment
|
Grade: 25%
Topic research - on management of bond portfolios and investment process (Group)
Assessment type: Test
|
Grade: 40%
Online final in-class assessment on security analysis, active investment management, cryptocurrency and bitcoin

Other locations

For students studying at Central University of Finance and Economics, Liaoning University, National School of Business Management, Colombo, Sunway College Johor Bahru, Sunway College Kuala Lumpur
Assessment type: Test
|
Grade: 10%
Online multiple choice test on investments and securities markets
Assessment type: Case Study
|
Grade: 25%
Case study analysis on diversification, asset pricing and superannuation
Assessment type: Assignment
|
Grade: 25%
Topic research - on management of bond portfolios and investment process (Group)
Assessment type: Examination
|
Grade: 40%
Exam on security analysis, active investment management, cryptocurrency and bitcoin

Required reading

Essentials of Investments
Bodie, Z., Kane, A. & Marcus A.J. (2022).| Sydney: McGraw-Hill Education.

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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