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MAF707 - Investments and Portfolio Management


2020 unit information

Important Update:

Classes and seminars in Trimester 2, 2020 will be online.

Last updated: 2 June 2020

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

MAA745 or MAF702 or MAF765

Incompatible with: MAF705
Typical study commitment:

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

Scheduled learning activities - campus:

1 x 3 hour seminar per week

Scheduled learning activities - cloud:

Online independent and collaborative learning activities including 3 scheduled online seminars


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.


These are the Learning Outcomes (ULO) for this Unit
At the completion of this Unit, successful students can:

Deakin Graduate Learning Outcomes


Develop and apply a sophisticated understanding of how financial markets operate (including portfolio theory, managed funds, different asset classes, derivative products and international investments).



Reflect on the ethical obligations of a Financial Advisor.



Undertake independent research to gather and critically analyse a range of finance data. Use these results to design a portfolio strategy and recommend investment and financing options.



Demonstrate the ability to evaluate and use different asset classes - cash, fixed interest, equities and property - to form and manage portfolios.



Develop an understanding of how derivative products can be used to manage the risk of a fund and to augment the return on a fund.



Appraise the benefits and costs of international investment in financial risk management.


These Unit Learning Outcomes are applicable for all teaching periods throughout the year
GLO key: GLO1: Discipline-specific knowledge and capabilities, GLO2: Communication
GLO3: Digital literacy, GLO4: Critical thinking, GLO5: Problem solving, GLO6: Self-management, GLO7: Teamwork, GLO8: Global Citizenship


Assessment Description Student output Grading and weighting
(% total mark for unit)
Indicative due week 
Assessment 1: (Individual) StockTrak Trading and Reflection Report 1,000 words 10% Week 2 & week 5
Assessment 2: (Individual) Written Stock Analysis Report 3,000 words 30% Week 8
Examination 2-hours 60% Exam 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 examination.

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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