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Unit of study_
FINC3017: Investments and Portfolio Management
2024 unit information
This unit is designed to provide a comprehensive analytical approach to the modern theory of investments. Topics covered include: mean-variance analysis; Markowitz type portfolio analysis; portfolio construction; asset pricing theories; market efficiency and anomalies; hedge funds and investment fund performance evaluation. Although analytical aspects of investments theory are stressed, there is also an equal amount of coverage on the practical aspects of portfolio management. Current research on investments is emphasised in the course.
Unit details and rules
Managing faculty or University school:
Business (Business School)
| Study level | Undergraduate |
|---|---|
| Academic unit | Finance |
| Credit points | 6 |
|
Prerequisites:
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FINC2012 |
|---|---|
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Corequisites:
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None |
| Prohibitions:
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None |
| Assumed knowledge:
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Introductory statistics, calculus and microeconomics |
At the completion of this unit, you should be able to:
- LO1. apply the fundamentals of investment theory to construct portfolios and evaluate their performance
- LO2. interpret current academic research and identify how it guides investment decision making and portfolio construction in practice
- LO3. use Microsoft Excel to solve and analyse investment problems
- LO4. communicate clearly and succinctly in writing
- LO5. critique asset pricing models and portfolio management strategies
Unit availability
This section lists the session, attendance modes and locations the unit is available in. There is a unit outline for each of the unit availabilities, which gives you information about the unit including assessment details and a schedule of weekly activities.
The outline is published 2 weeks before the first day of teaching. You can look at previous outlines for a guide to the details of a unit.
| Session | MoA ? | Location | Outline ? |
|---|---|---|---|
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Semester 1 2024
|
Normal day | Camperdown/Darlington, Sydney | |
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Semester 2 2024
|
Normal day | Camperdown/Darlington, Sydney |
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Modes of attendance (MoA)
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