Investments and Portfolio Analysis (11230.2)

Please note these are the 2024 details for this unit
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Investments and Portfolio Analysis
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)
The unit covers fundamental concepts used in the construction and analysis of portfolios of financial instruments, with an emphasis on equities and fixed interest securities. It covers key financial issues related to asset pricing theories, modern portfolio theory and its applications, market efficiency, evaluation of investments, pricing and the construction and analysis of a multi-asset portfolio. These tools will be used to analyse and prepare recommendations for hypothetical clients in ways which ensure the primacy of the client's position.

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. 黑料吃瓜网 graduates are professional - communicate effectively
1. 黑料吃瓜网 graduates are professional - display initiative and drive, and use their organisation skills to plan and manage their workload
1. 黑料吃瓜网 graduates are professional - employ up-to-date and relevant knowledge and skills
1. 黑料吃瓜网 graduates are professional - use creativity, critical thinking, analysis and research skills to solve theoretical and real-world problems
1. 黑料吃瓜网 graduates are professional - work collaboratively as part of a team, negotiate, and resolve conflict
2. 黑料吃瓜网 graduates are global citizens - behave ethically and sustainably in their professional and personal lives
2. 黑料吃瓜网 graduates are global citizens - communicate effectively in diverse cultural and social settings
2. 黑料吃瓜网 graduates are global citizens - make creative use of technology in their learning and professional lives
2. 黑料吃瓜网 graduates are global citizens - think globally about issues in their profession
3. 黑料吃瓜网 graduates are lifelong learners - adapt to complexity, ambiguity and change by being flexible and keen to engage with new ideas


Prerequisites

11215 Business Finance

Corequisites

None.

Incompatible units

6378 Investments

Equivalent units

None.

Assumed knowledge

School/college level mathematics and/or statistics, accounting or economics knowledge.
Availability for enrolment in 2025 is subject to change and may not be confirmed until closer to the teaching start date.
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
The information provided should be used as a guide only. Timetables may not be finalised until week 2 of the teaching period and are subject to change. Search for the unit timetable.

Required texts

Primary Textbook:

Bodie, Z., Kane, A., Marcus, A. J., (2024) Investments McGraw Hill LLC ISBN: 978-1-266-08596-3

Recommended readings

Reilly, F.R., Brown, K.C., Sanford, J. L., (2019) Investment Analysis and Portfolio Management, 11th Edition, Cengage Learning Australia, ISBN: 978-1-305-26299-7

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 University'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 黑料吃瓜网. 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.

黑料吃瓜网 students have to complete the annually to learn about academic integrity and to understand the consequences of academic integrity breaches (or academic misconduct).

黑料吃瓜网 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 University 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 黑料吃瓜网 Library staff to search for resources from the Internet.

Next step

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