Course Title: Portfolio Management

Part A: Course Overview

Course Title: Portfolio Management

Credit Points: 12.00


Course Code




Learning Mode

Teaching Period(s)


City Campus


625H Economics, Finance and Marketing


Sem 2 2006,
Sem 2 2008,
Sem 2 2009,
Sem 2 2010,
Sem 2 2011,
Sem 2 2012,
Sem 2 2014,
Sem 2 2015


City Campus


625H Economics, Finance and Marketing


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


Open Learning Australia

Non Award

625H Economics, Finance and Marketing

Distance / Correspondence


Course Coordinator: Dr Xiaolu Hu

Course Coordinator Phone: +61 3 9925 5729

Course Coordinator Email:

Course Coordinator Location: Building 88, Level 3, Room 29

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 Principle of Finance and Investment analysis (or similar subjects) 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


On successful completion of this course you will be able to:

CLO1. Create an investment portfolio in a sustainable manner using business design thinking to provide solutions and recommendations to a client’s organisation.
CLO2  Research and think creatively to generate innovative solutions to manage issues in an authentic business context.
CLO3. Apply ethical and interpersonal skills to work in teams and to communicate effectively with clients.
CLO4. Critically reflect on 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. These may include topic notes and slides, a study schedule, assessment details, links to relevant internet information, readings and communication tools to facilitate collaboration with your peers and sharing of information. Resources are also available online through RMIT Library databases and other facilities. If you require assistance with the RMIT library facilities contact the Business Liaison Librarian for your school. Contact details for Business Liaison Librarians are located online on the RMIT library website. 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: 20%
Linked CLOs: 1, 2

Assessment Task 2: 40%
Linked CLOs: 1, 2, 3, 4 

Final Examination: 40%
Linked CLOs: 2, 4