MAF307 - Equities and Investment Analysis

Year: 2019 unit information
Enrolment modes: Trimester 1: Burwood (Melbourne), Warrnambool
Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Cloud (online)
Credit point(s): 1
EFTSL value: 0.125
Unit chair:

Saikat Sovan Deb (Trimester 1), Bob Li (Trimester 2)


MAF101 or MAA104 and one unit in (MAF202, MAA255, MAF255)

Corequisite: Nil
Incompatible with: MAF207
Contact hours:

Campus: 1 x 2 hour class, 1 x 1 hour seminar per week

Cloud (online): Online independent and collaborative learning activities including 3 scheduled online seminars


This unit is about understanding risk, return and capital allocation in financial markets.  In particular, the emphasis is on equity investments, other asset classes, such as fixed income and derivatives are not discussed in this unit. A great deal of emphasis is laid on modern portfolio theories, asset pricing models, valuation of securities and portfolio performance evaluation.


Assessment 1: (Individual) - Cloud (online) test - 10%

Assessment 2: (Individual) - Simulated Investment and Portfolio Management - 15%:

- Part A: Weekly Simulated Investment Activities (automated quizzes and activities)
- Part B: Journal Entries (reflection on investment strategies based on Part A) - 300-500 words each (in Week 4 and Week 8)

Assessment 3: (Group of 3-4 students) 25%

- Part A: Written Group Assessment (3,500 words) - 15%
- Part B: Group video presentation - 10%

Examination: (2-hours) 50%

Hurdle requirement: achieve at least 50% of the marks available on the examination

Unit Fee Information

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