MAF307 - Equities and Investment Analysis

Unit details

Year:

2024 unit information

Enrolment modes:Trimester 1: Burwood (Melbourne), Online
Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Online
Credit point(s):1
EFTSL value:0.125
Unit Chair:Trimester 1: Saikat Sovan Deb
Trimester 2: Annette Nguyen
Prerequisite:

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

Corequisite:Nil
Incompatible with:

MAF207

Typical study commitment:

Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit.

This will include educator guided online learning activities within the unit site.

Educator-facilitated (scheduled) learning activities - on-campus unit enrolment:

1 x 2 hour on-campus lecture (recordings provided) and 1 x 1 hour on-campus seminar each week

Educator-facilitated (scheduled) learning activities - online unit enrolment:

1 x 2 hour recorded lecture and 1 x 1 hour online seminar (recordings provided) each week

Content

This unit focuses on the concept of risk, return and capital allocation in equity markets.  Students will be introduced to modern portfolio theories, asset pricing models, valuation of securities and portfolio performance evaluation.

ULO These are the Learning Outcomes (ULO) for this unit. At the completion of this unit, successful students can: Deakin Graduate Learning Outcomes
ULO1

Define, differentiate and critically assess the role of various elements/participants of the investment environment, financial markets and financial instruments and managed funds.

GLO1: Discipline-specific knowledge and capabilities
GLO4: Critical thinking

ULO2

Critically evaluate securities using fundamental analysis and historical financial data.

GLO1: Discipline-specific knowledge and capabilities
GLO3: Digital Literacy
GLO4: Critical thinking

ULO3

Apply mean variance analysis to create optimal risky portfolio and optimal complete portfolio.

GLO1: Discipline-specific knowledge and capabilities
GLO5: Problem Solving

ULO4

Apply various asset pricing models for security analysis.

GLO1: Discipline-specific knowledge and capabilities
GLO5: Problem Solving

ULO5

Compare and contrast different portfolio performance measures to critically assess performance of investment strategies.

GLO1: Discipline-specific knowledge and capabilities
GLO4: Critical thinking
GLO5: Problem Solving

Assessment

Assessment Description Student output Grading and weighting
(% total mark for unit)
Indicative due week

Assessment 1: (Individual) Investment Portfolio

Part A: Simulation
Part B: Written Submission

Part A: 2 hours (15 minutes x 8 weeks)
Part B: 500 words
Part A: 7%
Part B: 8%

Part A: Weekly

Part B: Week 8

Assessment 2: (Individual) Report (Analytical)

300 words

35%

Week 9

End-of-unit assessment task: Written 

2 hours 50% End-of-unit assessment period

The assessment due weeks provided may change. The Unit Chair will clarify the exact assessment requirements, including the due date, at the start of the teaching period.

Hurdle requirement

Hurdle requirement: Achieve at least 50% of the marks available on the end-of-unit assessment to evidence a minimum proficiency in the aligned finance discipline learning outcomes included in this unit.

Learning Resource

The texts and reading list for the unit can be found on the University Library via the link below: MAF307 Note: Select the relevant trimester reading list. Please note that a future teaching period's reading list may not be available until a month prior to the start of that teaching period so you may wish to use the relevant trimester's prior year reading list as a guide only.

Unit Fee Information

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