Course Title: Equity Investment and Portfolio Management
Part A: Course Overview
Course Title: Equity Investment and Portfolio Management
Credit Points: 12.00
Terms
Course Coordinator: Dr Nirav Parikh
Course Coordinator Phone: +61 3 9925 1680
Course Coordinator Email: nirav.parikh@rmit.edu.au
Course Coordinator Location: Melbourne City Campus, Building 80, Level 11, Room 92
Course Coordinator Availability: Please contact via email
Pre-requisite Courses and Assumed Knowledge and Capabilities
None.
Course Description
In this course, you will explore and analyse the theory, concepts, tools and techniques of investment and portfolio management. At the conclusion of the course, you will be sufficiently competent to apply the theory and practice of finance theories in a work environment, as well as to gain confidence in the application of a range of techniques, and develop a capacity for independent thought and critical analysis, in the areas of investment analysis and portfolio management which will enable you to study finance at a higher level in the future. This course includes a Work Integrated Learning experience. You will undertake and be assessed on structured activities that allow you to learn, apply and demonstrate your professional or vocational practice; and be involved in authentic engagement with partner organisations that include industry feedback.
Objectives/Learning Outcomes/Capability Development
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On successful completion of this course you will be able to:
CLO1: Examine the general investment framework and assess the importance of asset allocation as an investment strategy
CLO2: Illustrate the concept and application of modern portfolio theory, capital market theory and examine their relation to multifactor asset pricing models
CLO3: Review the difference between fundamental and technical analysis while making an investment decision
CLO4: Evaluate the performance of a listed company by investigating the impact of various economic indicators and applying security valuation techniques
CLO5: Create and analyse active and passive portfolios by examining the role of risk and return in the investment decision process
CLO6: Compare and contrast different performance evaluation techniques to assess the performance of a portfolio manager
Overview of Learning Activities
To achieve the objectives listed above, this course has planned various learning experiences for you to participate in various learning activities. These activities may comprise the following: • active participation and note-taking during lectures/pre-recorded lectures and attendance in interactive sessions. • rigorous self-study and preparation • reading of and note-taking from recommended textbooks, as well as other references • actively participate in the in-class discussion of questions that addresses company, industry and global outlook. Conducting research on listed companies. • optional consultation with academic staff during scheduled hours • complete assessment tasks and tutorial and discussion questions for each topic You are expected to have read the set of recommended readings and any contemporary academic literature relating to each topic. You are also expected to conduct your own readings before attending the lectures and tutorials. The materials presented in the lectures and tutorials may differ from the materials students download from Canvas in terms of information format, breadth and depth. The materials used in the lectures and tutorials are specifically designed to explain and demonstrate key concepts and may not include all the details.
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 tasks, their weighting and the course learning outcomes to which they are aligned are as follows:
Assessment Task 1: 10%
Linked CLOs: 1, 2, 3, 4
Assessment Task 2: 50%
Linked CLOs: 1, 2, 3, 4
Assessment Task 3: 40%
Linked CLOs: 1, 3, 4, 5, 6
Feedback will be provided throughout the semester in class and/or in online forums.