Investments and Portfolio Analysis (11230.2)
| Available teaching periods | Delivery mode | Location |
|---|---|---|
| View teaching periods | On-campus |
Bruce, Canberra |
| EFTSL | Credit points | Faculty |
| 0.125 | 3 | Faculty Of Business, Government & Law |
| Discipline | Study level | HECS Bands |
| Canberra Business School | Level 3 - Undergraduate Advanced Unit | Band 4 2021 (Commenced After 1 Jan 2021) Band 4 2021 (Commenced After 1 Jan Social Work_Exclude 0905) Band 5 2021 (Commenced Before 1 Jan 2021) |
Learning outcomes
After successful completion of this unit, students will be able to:1. Explain and apply modern portfolio theory in a range of practical situations;
2. Critique the implications of capital market efficiency for security selection styles such as technical and fundamental analysis;
3. Evaluate bonds as an investment alternative and consider bond portfolio strategies;
4. Appraise managed funds as an investment vehicle;
5. Evaluate risks and returns in the context of an investment portfolio;
6. Apply the knowledge of behavioural finance to identify investment patterns displayed by investors while making investment decisions.
7. Conduct investment analysis and prepare recommendations for hypothetical clients on a range of investment actions, including how to handle conflicts of interests and the primacy of the client's position.
Graduate attributes
1. UC graduates are professional - communicate effectively1. UC graduates are professional - display initiative and drive, and use their organisation skills to plan and manage their workload
1. UC graduates are professional - employ up-to-date and relevant knowledge and skills
1. UC graduates are professional - use creativity, critical thinking, analysis and research skills to solve theoretical and real-world problems
1. UC graduates are professional - work collaboratively as part of a team, negotiate, and resolve conflict
2. UC graduates are global citizens - behave ethically and sustainably in their professional and personal lives
2. UC graduates are global citizens - communicate effectively in diverse cultural and social settings
2. UC graduates are global citizens - make creative use of technology in their learning and professional lives
2. UC graduates are global citizens - think globally about issues in their profession
3. UC graduates are lifelong learners - adapt to complexity, ambiguity and change by being flexible and keen to engage with new ideas
Prerequisites
11215 Business FinanceCorequisites
None.Incompatible units
6378 InvestmentsEquivalent units
None.Assumed knowledge
School/college level mathematics and/or statistics, accounting or economics knowledge.| Year | Location | Teaching period | Teaching start date | Delivery mode | Unit convener |
|---|---|---|---|---|---|
| 2024 | Bruce, Canberra | Semester 2 | 29 July 2024 | On-campus | Dr Yaser Paracha |
| 2025 | Bruce, Canberra | Semester 2 | 28 July 2025 | On-campus | Dr Yaser Paracha |
Required texts
Primary Textbook:
Bodie, Z., Kane, A., Marcus, A. J., (2024) Investments McGraw Hill LLC ISBN: 978-1-266-08596-3
Recommended readings
Russell, S. (2019), Behavioural Finance: A Guide for Financial Advisers, Behavioural Finance Australia, ISBN: 978-0-9946102-3-2 (paperback)
Russell's text is recommended especially for students undertaking the financial planning major.
Brailsford, T., Heaney, R & Bilson, C (2015), Investments: Concepts and Applications (5th Edition), South-Western CENGAGE Learning.
Submission of assessment items
Extensions & Late submissions
The use of AI is not permitted in this unit.
The 麻豆村's position is that students must not use artificial intelligence services for assessment or assessment preparation unless explicitly allowed in the assessment instructions for an assessment task published with the assessment task and/or in the unit outline. That is, an AI service may only be used if:
a) the unit convener authorises its use as part of the specified task and
b) it is used in the way allowed in the assessment instructions and/or unit outline and
c) Its use is appropriately referenced, meaning that the students must reference the use of AI in their assessment in the same way they reference other source material.
The use of AI has not been specified in the assessment instructions for the unit or in the unit outline, so AI is not a permissible resource."
Special assessment requirements
Students who complete all mandatory assessment items
Earn at least 50% marks in the final exam, and
Earn at least 50% of the marks overall will pass this unit.
Students must apply academic integrity in their learning and research activities at UC. This includes submitting authentic and original work for assessments and properly acknowledging any sources used.
Academic integrity involves the ethical, honest and responsible use, creation and sharing of information. It is critical to the quality of higher education. Our academic integrity values are honesty, trust, fairness, respect, responsibility and courage.
UC students have to complete the annually to learn about academic integrity and to understand the consequences of academic integrity breaches (or academic misconduct).
UC uses various strategies and systems, including detection software, to identify potential breaches of academic integrity. Suspected breaches may be investigated, and action can be taken when misconduct is found to have occurred.
Information is provided in the Academic Integrity Policy, Academic Integrity Procedure, and 麻豆村 of Canberra (Student Conduct) Rules 2023. For further advice, visit Study Skills.
Participation requirements
The attendance of lectures is not compulsory unless it is a condition of your visa. However, past experience indicates that students who attend lectures and tutorials regularly face no difficulties in passing the subject as topics considered in lectures and tutorials may go beyond the treatment given in your textbook and recorded lectures.
Required IT skills
Students will need to be well-versed with Word, Excel and the Internet, including accessing information from Canvas websites.
In-unit costs
Students are strongly recommended to obtain a non-programmable financial calculator.
Work placement, internships or practicums
None
Additional information
Students are encouraged to prepare for tutorials in advance. This will help them to get the most out of the tutorials.
Various programmes are run by the Study Skills Centre to help the students to cope with the unit. Students may consider attending these programmes if they are suitable for their study-requirements.
Students may like to seek help from the UC Library staff to search for resources from the Internet.
