Applied Portfolio Management

Course code GSBS6143
Available in 2016
2016 Course Timetables


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.


Newcastle City Precinct

  • Trimester 2 - 2016

Learning Outcomes

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


The content of this course may include:

  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
  7. Real Estate
  8. Private equity/venture capital
  9. Closely-held Companies and Inactively Traded Securities
  10. Distressed Securities/Bankruptcies
  11. Tangible assets with low liquidity

Assumed Knowledge

GSBS6140 Investment Analysis

Assessment Items

Project: Written Assignment - Research Project

Written Assignment: Written Assignment 1 and 2

Formal Examination: Formal Examination

Contact Hours

Newcastle City Precinct


Face to Face On Campus 3 hour(s) per Week for Full Term