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BX2031 - Investment and Portfolio Analysis

Credit points: 3
Year: 2020
Student Contribution Band: Band 3
Administered by: College of Business, Law & Governance

This subject develops a conceptual framework for evaluation of portfolios: the dynamic selection of securities, and the management of funds. The subject analyses a range of investment vehicles and financial models in the areas of investment analysis, portfolio theory, investment style, and the use of derivatives as an investment and risk management tool. It also introduces techniques to evaluate past investment performance.

Learning Outcomes

  • analyse the concepts of diversification, mean variance analysis and portfolio theory to select optimal investment portfolio options;
  • evaluate the theories and techniques of security analysis and apply these concepts to the selection and management of equity and fixed income security portfolios;
  • compare and contrast the efficient market hypothesis and various asset pricing models.

Subject Assessment

  • end of semester exam (50%)
  • online quiz (15%)
  • online quiz (15%)
  • mid-term quiz (20%).
Prerequisites: (BX2014 OR CO2601 OR BU2004 OR CO2611) AND (BU1007 OR BU1807 OR BU1010 OR MA1401)
Inadmissible
Subject
Combinations:
CO3612

Availabilities

Townsville, Intensive, Study Period 10
Census Date 10-Dec-2020
Face to face teaching 28-Nov-2020 to 14-Dec-2020 (9-4pm Sat 28 & Sun 29 Nov; 5-8pm Fri 4 Dec; 9-4pm Sat 5 & Sun 6 Dec, 5-8pm Fri 11 Dec & Mon 14 Dec)
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 38 hours - Combined Lectures; Tutorials/Workshops; Lecturer directed activities.
  • assessment and self-directed study

External, Study Period 1
Census Date 26-Mar-2020
Coord/Lect: Dr Li Xian Liu.
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 0 hours
  • assessment and self-directed study
Method of Delivery: WWW - LearnJCU

JCU Singapore, Internal, Study Period 51
Census Date 09-Apr-2020
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 38 hours - Combined Lectures; Tutorials/Workshops; Lecturer directed activities.
  • assessment and self-directed study

JCU Singapore, Internal, Study Period 53
Census Date 03-Dec-2020
Workload expectations:

The student workload for this 3 credit point subject is approximately 130 hours.

  • 38 hours - Combined Lectures; Tutorials/Workshops; Lecturer directed activities.
  • assessment and self-directed study

Note: Minor variations might occur due to the continuous Subject quality improvement process, and in case of minor variation(s) in assessment details, the Subject Outline represents the latest official information.