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

BAFI3212

Open Learning Australia

Non Award

625H Economics, Finance and Marketing

Distance / Correspondence

OUAS3PG18,
OUAS3PG19,
OUAS2PG20,
OUAS1PG21

Course Coordinator: Dr Xiaolu Hu

Course Coordinator Phone: +61 3 9925 5729

Course Coordinator Email: xiaolu.hu@rmit.edu.au

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 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: 20%
Linked CLOs: 1, 2

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

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