GSBS6147
10 units
6000 level
Course handbook
Description
This course provides students with a foundation in modern portfolio theory and methods of pricing securities. It also provides an overview of the operation of the securities markets and in-depth analysis of fundamental valuation tools. Students will link theory to practice by constructing an investment portfolio that applies a specific investment strategy with real-world data. Upon completion of this task, students will have a thorough understanding of procedures involved in portfolio management. They will also be equipped with the knowledge and skills to effectively communicate their managed portfolio performance to potential investors.
Availability2024 Course Timetables
Newcastle City Precinct
- Trimester 1 - 2024
- Trimester 3 - 2024
Learning outcomes
On successful completion of the course students will be able to:
1. Explain the core investment concepts and employ analytical tools to value financial securities.
2. Explain investment theories and apply critical thinking to investment practices.
3. Critically analyse and solve problems within portfolio management individually and as a part of a team.
4. Construct and manage a portfolio of internationally traded assets.
5. Evaluate the portfolio performance and manage risk exposure of a portfolio.
6. Effectively communicate investment portfolio decisions to potential investors.
Content
Topics will include:
- Risk and return characteristics of equity and debt instruments
- Operations of securities market and mechanics of trading securities
- Theories of investment
- Portfolio objective and investment policy
- Portfolio construction and management
- Portfolio evaluation
- Alternative and illiquid investments
- International investment and diversification
Requisite
If you have successfully completed GSBS6143 you cannot enrol in this course.
Assumed knowledge
GSBS6130 Corporate FinancePACC6003 Corporate Finance
Assessment items
Written Assignment: Written Assignment
Written Assignment: Group Report and Presentation
Formal Examination: Final Exam
Contact hours
Trimester 1 - 2024 - Newcastle City Precinct
Online Activity-1
- Self-Directed 6 hour(s) per term
Workshop-1
- Face to Face On Campus 2 hour(s) per week(s) for 12 term starting in week 1
Trimester 3 - 2024 - Newcastle City Precinct
Online Activity-1
- Self-Directed 6 hour(s) per term
Workshop-1
- Face to Face On Campus 2 hour(s) per week(s) for 12 term starting in week 1
Course outline
- GSBS6147 - Trimester 1, 2024 (Ncle) (PDF, 210.2 KB)
The University of Newcastle acknowledges the traditional custodians of the lands within our footprint areas: Awabakal, Darkinjung, Biripai, Worimi, Wonnarua, and Eora Nations. We also pay respect to the wisdom of our Elders past and present.