Applied Portfolio Management

Course code GSBS6143Units 10Level 6000Faculty of Business and LawNewcastle Business School

Applied Portfolio Management deals with the construction and management of an institutional investment portfolio. It provides students with a thorough understanding of procedures involved in portfolio management - setting portfolio objectives, determining investment policy, formulating investment strategies, devising rules for updating portfolio, evaluation performance and protecting portfolio. Students will be provided with various management investment products and fund management practices in Australia.

Available in 2015

Newcastle City PrecinctTrimester 1, Trimester 3
Previously offered in 2014
ObjectivesAfter completing this course, students will be able to
1. Develop and demonstrate ability to construct and evaluate a portfolio from internationally trad3ed assets under changing market conditions.
2. Demonstrate critical thinking, analytical and problem solving skills in the context of portfolio construction and management.
3. Display an understanding of taxation, legal, regulatory and ethical issues relevant to fund management.
4. Measure and manage risk exposure of a portfolio.
5. Evaluate the portfolio performance.
6. Critically examine both the active and the passive strategy of portfolio management
ContentThe content of this course includes but is not limited to the following topics:

1. Portfolio objective and investment policy
2. Portfolio construction: securities selection and screening
3. International investment and diversification
4. Active versus passive portfolio management
5. Portfolio evaluation
6. Measurement and management of portfolio risk
Replacing Course(s)Not applicable.
TransitionNot applicable.
Industrial Experience0
Assumed KnowledgeGSBS6140 Investment Analysis
Modes of DeliveryInternal Mode
Teaching MethodsLecture
Assessment Items
Examination: Class
Essays / Written Assignmentsindividual and group
Examination: Formal
Contact HoursLecture: for 3 hour(s) per Week for Full Term
Timetables2015 Course Timetables for GSBS6143