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BX2031 - Investment and Portfolio Analysis

Credit points: 3
Year: 2023
Student Contribution Band: Band 4
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

  • Written > Examination (centrally administered) - (50%) - Individual
  • Written > Examination - In class - (20%) - Individual
  • Assignment - (30%) - Group.
Prerequisites: (BX2014 OR CO2601 OR BU2004 OR CO2611) AND (BU1007 OR BU1807 OR BU1010 OR MA1401 OR PY2103)
Inadmissible
Subject
Combinations: 		CO3612

Availabilities
JCU Singapore, Study Period 52, Internal
Census Date 03-Aug-2023
Workload expectations:

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

  • 20 hours lectures - may include recorded presentations, online activities & self-learning activities inclusive of lectures, via LearnJCU
  • 20 hours tutorials - may include recorded presentations, online activities & self-learning activities inclusive of synthesising sessions, via LearnJCU
  • assessment and self-directed study

Townsville, Trimester 1, Internal
Census Date 09-Mar-2023
Coord/Lect: Dr Li Xian Liu.
Workload expectations:

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

  • 30 hours seminars - 3 hours per week
  • 10 hours online activity - Recordings, online activities and self-directed learning
  • assessment and self-directed study

Trimester 1, External
Census Date 09-Mar-2023
Coord/Lect: Dr Li Xian Liu.
Workload expectations:

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

  • 30 hours online activity - Recordings, online activities and self-directed learning
  • 10 hours online Tutorials - Online Collaborate sessions
  • assessment and self-directed study
Method of Delivery: WWW - LearnJCU

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.