MAF707 - Investments and Portfolio Management
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), Online Trimester 2: Burwood (Melbourne), Online |
Credit point(s): | 1 |
EFTSL value: | 0.125 |
Unit Chair: | Trimester 1: Xinwei Zheng Trimester 2: Kannan Thuraisamy |
Prerequisite: | MAA745 or MAF702 or MAF765 |
Corequisite: | Nil |
Incompatible with: | MAF705 |
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 - cloud: | Online independent and collaborative learning activities including 3 scheduled online seminars |
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 |
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ULO1 | Develop and apply a sophisticated understanding of how financial markets operate (including portfolio theory, managed funds, different asset classes, derivative products and international investments) | GLO1: Discipline-specific knowledge and capabilities |
ULO2 | Reflect on the ethical obligations of a Financial Advisor | GLO8: Global Citizenship |
ULO3 | Undertake independent research to gather and critically analyse a range of finance data. Use these results to design a portfolio strategy and recommend investment and financing options | GLO1: Discipline-specific knowledge and capabilities GLO3: Digital literacy |
ULO4 | Demonstrate the ability to evaluate and use different asset classes - cash, fixed interest, equities and property - to form and manage portfolios | GLO1: Discipline-specific knowledge and capabilities GLO4: Critical thinking |
ULO5 | Develop an understanding of how derivative products can be used to manage the risk of a fund and to augment the return on a fund | GLO1: Discipline-specific knowledge and capabilities GLO4: Critical thinking |
ULO6 | Appraise the benefits and costs of international investment in financial risk management | 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) StockTrak Trading and Reflection Report | 1,000 words | 10% | Week 2 & week 5 |
Assessment 2: (Individual) Written Stock Analysis Report | 3,000 words | 30% | Week 8 |
Examination (Closed Book) | 2-hours | 60% | 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: 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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