MAF707 - Investments and Portfolio Management
Unit details
| Year: | 2023 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. |
| Scheduled learning activities - campus: | 1 x 3 hour seminar per week |
| Scheduled learning activities - online: | Online independent and collaborative learning activities including 1 x 1 hour weekly scheduled online seminar |
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 |
| 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) | 1500 words | 15% | Week 6 |
| Assessment 2: (Individual) Report (Analytical) | 3500 words | 35% | Week 9 |
| End-of-unit assessment task: Written Response Test | 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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