Course Title: Portfolio Management
Part A: Course Overview
Course Title: Portfolio Management
Credit Points: 12.00
Terms
Course Code |
Campus |
Career |
School |
Learning Mode |
Teaching Period(s) |
BAFI3157 |
City Campus |
Undergraduate |
625H Economics, Finance and Marketing |
Face-to-Face |
Sem 2 2006, Sem 2 2008, Sem 2 2009, Sem 2 2010, Sem 2 2011, Sem 2 2012, Sem 2 2014, Sem 2 2015 |
BAFI3178 |
City Campus |
Postgraduate |
625H Economics, Finance and Marketing |
Face-to-Face |
Sem 2 2008, Sem 2 2009, Sem 2 2010, Sem 2 2011, Sem 2 2012, Sem 2 2014, Sem 2 2015, Sem 1 2018, Sem 2 2018, Sem 1 2019, Sem 2 2019, Sem 1 2020, Sem 2 2020, Sem 1 2021, Sem 2 2021, Sem 1 2022, Sem 2 2022, Sem 1 2023, Sem 2 2023, Sem 1 2024 |
BAFI3212 |
Open Learning Australia |
Non Award |
625H Economics, Finance and Marketing |
Distance / Correspondence |
OUAS3PG18, OUAS3PG19, OUAS2PG20, OUAS1PG21, OUAS3PG21 |
Course Coordinator: Dr Susanna Lu
Course Coordinator Phone: +61 (3) 99251568
Course Coordinator Email: susanna.lu@rmit.edu.au
Course Coordinator Location: Building 80
Course Coordinator Availability: By appointment, via email
Pre-requisite Courses and Assumed Knowledge and Capabilities
There is no formal pre-requisite but it is expected that students will have completed Managerial Finance and Corporate Financial Management before undertaking Portfolio Management.
Course Description
This capstone course is the culmination of learning that has taken place throughout your program to provide you with the knowledge and skills of professional and ethical issues in relation to finance and the management of investments on an individual and portfolio basis.
Portfolio Management focus on the construction and management of investment portfolios. It provides students with an understanding of procedures involved in portfolio management - setting portfolio objectives, determining investment policy, formulating investment strategies, maximising expected returns while minimising risk, devising rules for updating portfolio and evaluation performance. Creating a portfolio of investments will provide you with the tools to achieve the aim of the course and provide you with the opportunity to gain real world experience in a professional context. The course provides you an opportunity to get exposure to the managed fund industry and obtain feedback.
Objectives/Learning Outcomes/Capability Development
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On successful completion of this course you will be able to:
CLO1. Create and evaluate an investment portfolio in a sustainable manner, by employing business design thinking to choose optimal solutions and recommendations to a client’s organization.
CLO2. Research and think creatively to generate innovative solutions to manage issues in an authentic business context.
CLO3. Develop ethical and interpersonal skills in order to assess the characteristics of clients and effectively communicate with clients in teams
CLO4. Critically reflect on and assess your executive career potential and lifelong learning.
Overview of Learning Activities
In this course you will be encouraged to be an active learner. Your learning will be supported through various in-class and online activities comprising individual and group work. These may include quizzes; assignments; prescribed readings; sourcing, researching and analysing specific information; solving problems; conducting presentations; producing written work and collaborating with peers on set tasks or projects.
Overview of Learning Resources
Various learning resources are available online through MyRMIT Studies\Canvas. The lecture notes and workshop notes are posted on Canvas.
Resources are also available online through RMIT Library databases and other facilities. Visit the RMIT library website for further details. Assistance is available online via our chat and email services, face to face at our campus libraries or via the telephone on (03) 9925 2020.
Additional resources and/or sources to assist your learning will be identified by your course coordinator and will be made available to you as required during the teaching period.
Overview of Assessment
The assessment alignment table shows the assessment tasks against the learning outcomes they develop:
Assessment Task 1(in-class group presentation): 15%
Linked CLOs: 1, 2
Assessment Task 2 (group project and presentation): 35%
Linked CLOs: 1, 2, 3, 4
Assessment Task 3 (individual research report): 50%
Linked CLOs: 2, 4