Management of Investment Portfolios
Overview
This unit provides student with knowledge of investment, how to apply cash flow discounting valuation methods to assist decision during the process of marking an investment. Students will be introduced to conventional asset pricing models in finance, Markowitz portfolio theory and how to apply standardised benchmark when assessing and comparing investment portfolio. Financial technology is used to evaluate the performance of portfolios. This unit also covers emerging topics in investment markets such as behavioural issue in finance, current trends in investment, and technical analysis.
Requisites
01-June-2025
05-October-2025
02-November-2025
Learning outcomes
Students who successfully complete this unit will be able to:
- Apply theoretical valuation framework to value financial assets and present written valuation report to stakeholders
- Apply investment knowledge in portfolio construction using financial technology
- Consolidate concepts of investment objectives, portfolio allocation and asset trading through self-learning and reflection
- Discuss contemporary issues in the emerging investment markets
- Work collaboratively in teams
Teaching methods
Hawthorn
| Type | Hours per week | Number of weeks | Total (number of hours) |
|---|---|---|---|
| On-campus Class | 2.00 | 12 weeks | 24 |
| Online Lecture | 1.00 | 12 weeks | 12 |
| Unspecified Activities Independent Learning | 9.50 | 12 weeks | 114 |
| TOTAL | 150 |
Assessment
| Type | Task | Weighting | ULO's |
|---|---|---|---|
| Assessment | Individual | 30 - 50% | 1,2,4 |
| Assignment 1 | Group | 15 - 25% | 1,2,5 |
| Assignment 2 | Individual | 15 - 25% | 1,2,3 |
| Reflective Journal | Individual | 10 - 20% | 1,2,3 |
Content
- Investment Policy
- Valuation of Individual Securities
- Fundamental Analysis
- Portfolio Constructions
- Modern Portfolio Management
- Applied Portfolio Management
- Technical Analysis
- Performance Valuation
- Behavioural Finance
- Portfolio Risk Management
- FinTech and Investments
Study resources
Reading materials
A list of reading materials and/or required textbooks will be available in the Unit Outline on Canvas.