MAF707 - Investments and Portfolio Management

Unit details

Year:

2024 unit information

Enrolment modes:Trimester 1: Burwood (Melbourne), Online
Trimester 2: Burwood (Melbourne), Online
Credit point(s):1
EFTSL value:0.125
Unit Chair:Trimester 1: Kannan Thuraisamy
Trimester 2: Xinwei Zheng
Prerequisite:

MAA745 or MAF702 or MAF759

Corequisite:Nil
Incompatible with:

MAF307

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 3 hour on-campus seminar (recordings provided) 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 aims to develop an overall understanding of investment management in relation to different asset classes and equip students with skills to construct, manage and evaluate portfolio outcome through a framework that optimises the outcome using the key principles of modern portfolio theory. In the process students will develop the ability to apply, analyse and relate the key principles of modern portfolio theory and asset pricing models using different portfolios of financial assets.

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

Apply established investment analysis and portfolio management concepts to a range of asset-market settings.

GLO1: Discipline-specific knowledge capabilities

ULO2

Recommend investment decisions and risk management strategies compliant with industry and professional codes of ethics, as well as environmental, social and governance (ESG) considerations.

GLO8: Global Citizenship

ULO3

Identify, utilise, and create empirically verifiable portfolio recommendations across asset classes and countries.

GLO1: Discipline-specific knowledge capabilities
GLO4: Critical thinking

ULO4

Reflect on investment decisions to improve portfolio performance.

GLO6: Self Management

Assessment

Assessment Description Student output Grading and weighting
(% total mark for unit)
Indicative due week
Assessment 1: (Individual) Report (Analytical) 1000 words 15% Week 10
Assessment 2: (Individual) Report (Analytical) 2000 words 35% Week 6
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.

Learning Resource

The texts and reading list for the unit can be found on the University Library via the link below: MAF707 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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