MAF307 - Equities and Investment Analysis
Unit details
Year: | 2023 unit information |
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Enrolment modes: | Trimester 1: Burwood (Melbourne), Online Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Online |
Credit point(s): | 1 |
EFTSL value: | 0.125 |
Unit Chair: | Trimester 1: Saikat Sovan Deb Trimester 2: Emma Li |
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 - online: | Online independent and collaborative learning activities including 1 x 1 hour weekly scheduled online seminar |
Content
This unit focuses on the concept of risk, return and capital allocation in equity markets. Students will be introduced to 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, differentiate and critically assess the role of various elements/participants of the investment environment, financial markets and financial instruments. | GLO1: Discipline-specific knowledge and capabilities |
ULO2 | Compare and critically appraise the advantages and disadvantages of managed funds investment and direct investment. | GLO1: Discipline-specific knowledge and capabilities |
ULO3 | Critically evaluate securities using fundamental analysis. | GLO1: Discipline-specific knowledge and capabilities |
ULO4 | Apply mean variance analysis to create optimal risky portfolio and optimal complete portfolio. | GLO1: Discipline-specific knowledge and capabilities |
ULO5 | Apply various asset pricing models for security analysis. | GLO1: Discipline-specific knowledge and capabilities |
ULO6 | Compare and contrast different portfolio performance measures to critically assess performance of investment strategies. | GLO1: Discipline-specific knowledge and capabilities |
Assessment
Assessment Description | Student output | Grading and weighting (% total mark for unit) | Indicative due week |
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Assessment 1: (Individual) Multiple Choice Quiz (online) | 20 minutes | 10% | Week 5 |
Assessment 2: (Individual) Portfolio | Part A: Portfolio Formation and Trading Activities | Part A: 7% | Week 8 |
Assessment 3: (Group of 4) Report (analytical) | 2500 words | 25% | 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.
Hurdle requirement
Hurdle requirement: Achieve at least 50% of the marks available on the end-of-unit assessment to evidence a minimum proficiency in the aligned finance discipline learning outcomes included in this unit.
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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