MAF307 - Equities and Investment Analysis
Unit details
Year: | 2021 unit information |
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Important Update: | Unit delivery will continue to be provided in line with the most current COVIDSafe health guidelines. This may include a mix of on-campus and online activities. To find out how you are impacted, please check your unit sites for announcements and updates. Unit sites open one week prior to the start of each Trimester/Semester. Thank you for your flexibility and commitment to studying with Deakin in 2021. Last updated: 4 June 2021 |
Enrolment modes: | Trimester 1: Burwood (Melbourne), Warrnambool Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Online |
Credit point(s): | 1 |
EFTSL value: | 0.125 |
Unit Chair: | Trimester 1: Bob Li Trimester 2: Saikat Sovan Deb |
Prerequisite: | MAF101 and one unit in (MAF202, MAA255, MAF255) |
Corequisite: | Nil |
Incompatible with: | MAF207 |
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 2 hour class, 1 x 1 hour seminar per week |
Scheduled learning activities - cloud: | Online independent and collaborative learning activities including 3 scheduled online seminars |
Content
This unit is about understanding risk, return and capital allocation in financial markets. In particular, the emphasis is on equity investments, other asset classes, such as fixed income and derivatives are not discussed in this unit. A great deal of emphasis is laid on modern portfolio theories, asset pricing models, valuation of securities and portfolio performance evaluation.
ULO | These are the Learning Outcomes (ULO) for this unit. At the completion of this unit, successful students can: | Deakin Graduate Learning Outcomes |
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ULO1 | Define and differentiate various elements of investment environment and various financial instruments | GLO1: Discipline-specific knowledge and capabilities GLO4: Critical thinking |
ULO2 | Compare the advantages and disadvantages of managed funds investment against direct investment | GLO1: Discipline-specific knowledge and capabilities GLO4: Critical thinking |
ULO3 | Evaluate securities using fundamental analysis | GLO1: Discipline-specific knowledge and capabilities GLO2: Communication GLO3: Digital Literacy GLO4: Critical thinking GLO5: Problem Solving |
ULO4 | Apply mean variance analysis to create optimal risky portfolio and optimal complete portfolio | GLO1: Discipline-specific knowledge and capabilities GLO5: Problem Solving |
ULO5 | Apply various asset pricing models for security analysis | GLO1: Discipline-specific knowledge and capabilities GLO5: Problem Solving |
ULO6 | Compare and contrast various portfolio performance measures | GLO1: Discipline-specific knowledge and capabilities GLO2: Communication GLO4: Critical thinking |
These Unit Learning Outcomes are applicable for all teaching periods throughout the year
Assessment
Assessment Description | Student output | Grading and weighting (% total mark for unit) | Indicative due week |
Assessment 1: (Individual) Multiple Choice Quiz (Online) | 20 minutes | 10% | Week 5 |
Assessment 2: (Individual) Project Simulated Investment and Portfolio Management Part A: Weekly Simulated Investment Activities (automated quizzes and activities) Part B: Journal Entries (reflection on investment strategies based on Part A) | Part A: 30 minutes Part B: Journal entry 500 words | Part A: 7% Part B: 8% | Week 4 & Week 8 |
Assessment 3: (Group of 4 ) Report (Analytical) | 3000 words | 25% | Week 9 |
Examination (Closed Book) | 2 hours | 50% | 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: MAF307 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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