Investment Management

Course aim

The aim of this course is to acquaint students with traditional and modern investment theories and practices. This will entail an examination of investment evaluation theories and techniques for a range of financial assets; and of portfolio management practices. At the conclusion students should be familiar with current industry practice and have an understanding of the theoretical framework supporting investment analysis and portfolio management. Students will gain confidence in a range of techniques, and develop a capacity for independent thought and critical analysis, in the areas of investment analysis and portfolio management. As spreadsheets are the primary instrument used by financial analysts, security analysts and in most “real world” finance positions, students have the opportunity to develop applied skills in using spreadsheets for financial modelling. Students will also be exposed to a variety of research papers.

Course content

Risk Analysis; Extreme Portfolio Selection; Event Studies in Finance; Mutual Fund Performance; Derivative Market; Energy Market; Corporate Finance; Corporate Governance; International Finance; Environmental Finance; Technical Analysis; Latest developments in the field.

Textbook(s)

Reilly, F, Brown K & Leeds S 2019, Investment Analysis and Portfolio Management, 11th edn, Cengage Learning, US

Prerequisite(s)

Nil

Corequisite(s)

Subject Area & Catalogue Number	Course Name
Group 1 DMMA - Master of Business Administration
BUSS 5249	Managerial Finance
Group 2 All Other Programs
BUSS 5233	Corporate Finance

Teaching method

Component	Duration
INTERNAL, CITY WEST
Preparatory	1 x 1 week
Seminar	3 hours x 10 weeks
EXTERNAL, CITY WEST, ONLINE
External	N/A x 10 weeks
INTERNAL, OFFSHORE, HONG KONG MANAGEMENT ASSOCIATION
Seminars 15 hours AND 15 hours online equiv.	30 hours equiv. x N/A
INTERNAL, CITY WEST (INTENSIVE)
Seminar	30 hours x N/A

Note: These components may or may not be scheduled in every study period. Please refer to the timetable for further details.

Assessment

Assignment, Continuous assessment, Examination

Fees

EFTSL*: 0.125
Commonwealth Supported program (Band 3)
To determine the fee for this course as part of a Commonwealth Supported program, go to:
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Fee-paying program for domestic and international students
International students and students undertaking this course as part of a postgraduate fee paying program must refer to the relevant program home page to determine the cost for undertaking this course.

Non-award enrolment
Non-award tuition fees are set by the university. To determine the cost of this course, go to:
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Not all courses are available on all of the above bases, and students must check to ensure that they are permitted to enrol in a particular course.

* Equivalent Full Time Study Load. Please note: all EFTSL values are published and calculated at ten decimal places. Values are displayed to three decimal places for ease of interpretation.