Course Title: Equity Investment and Portfolio Management

Part A: Course Overview

Course Title: Equity Investment and Portfolio Management

Credit Points: 12.00


Course Code




Learning Mode

Teaching Period(s)


City Campus


625H Economics, Finance and Marketing


Sem 1 2006,
Sem 2 2006,
Sem 1 2007,
Sem 2 2007,
Sem 1 2008,
Sem 2 2008,
Sem 1 2009,
Sem 2 2009,
Sem 1 2010,
Sem 2 2010,
Sem 1 2011,
Sem 2 2011,
Sem 1 2012,
Sem 2 2012,
Sem 1 2013,
Sem 2 2013,
Sem 1 2014,
Sem 2 2014,
Sem 1 2015,
Sem 2 2015,
Sem 1 2016,
Sem 2 2016,
Sem 1 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


Kolej Metropolitan


625H Economics, Finance and Marketing


Offsh 3 09


Singapore Inst of Management


625H Economics, Finance and Marketing


Offsh 1 09,
Offsh 3 09,
Offsh 1 10,
Offsh 3 10,
Offsh 1 11,
Offsh 3 11,
Offsh1 12,
Offsh3 12,
Offsh1 13,
Offsh3 13,
Offsh1 14,
Offsh3 14,
Offsh1 15,
Offsh3 15,
Offsh1 16,
Offsh3 16,
Offsh3 18,
Offsh1 19,
Offsh3 19,
Offsh1 20,
Offsh3 20,
Offsh1 21,
Offsh3 21,
Offsh1 22,
Offsh3 22,
Offsh1 23,
Offsh3 23,
Offsh1 24,
Offsh3 24


Open Learning Australia

Non Award

625H Economics, Finance and Marketing

Distance / Correspondence



Hong Kong Management Associatn


625H Economics, Finance and Marketing


Offsh1 13


RMIT University Vietnam


625H Economics, Finance and Marketing


Viet3 2012,
Viet1 2013,
Viet2 2013,
Viet3 2013,
Viet1 2014,
Viet2 2014,
Viet3 2014,
Viet1 2015,
Viet2 2015,
Viet3 2015,
Viet1 2016,
Viet2 2016,
Viet1 2018,
Viet2 2018,
Viet3 2018,
Viet2 2019,
Viet3 2019,
Viet2 2020,
Viet3 2020,
Viet2 2021,
Viet3 2021,
Viet1 2022,
Viet3 2022,
Viet1 2023,
Viet3 2023,
Viet1 2024


RMIT Vietnam Hanoi Campus


625H Economics, Finance and Marketing


Viet3 2019,
Viet2 2020,
Viet3 2020,
Viet2 2021,
Viet3 2021,
Viet3 2022,
Viet3 2023,
Viet1 2024

Course Coordinator: Dr Nirav Parikh

Course Coordinator Phone: +61 3 9925 1680

Course Coordinator Email:

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



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


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.