FINA5526 Funds Management

6 points
(see Timetable)
Semester 1UWA (Perth)Face to face
Semester 2UWA (Perth)Face to face
This unit provides students with broad knowledge of managed/mutual fund industry, including unit trust, superannuation, hedge funds and funds of funds. Students explore all aspects of delegated fund management such as fund performance, passive and active strategies. A contemporary context such as retirement saving as a pooled of managed fund given the relevance of demographic changes is also included.
Students are able to (1) outline the structure of the fund industry; (2) analyse and appropriately explain a range of different fund investment strategies, including their return opportunities; (3) critically evaluate key fund considerations, including risk/return trade-off; (4) evaluate a fund's performance; (5) identify the relevance of demographic changes to the fund industry; and (6) critically examine the role of governance in funds management.
Indicative assessments in this unit are as follows: (1) in-class assessment; (2) assignment; and (3) final examination. Further information is available in the unit outline.

Supplementary assessment is not available in this unit.
Unit Coordinator(s)
Mr John King (Semester 1 and Semester 2)
Unit rules
for Master of Commerce students: FINA5432 Introduction to Finance; for Master of Applied Finance students: FINA5520 Risk Management and Financial Instruments
FINA5521 Quantitative Methods in Finance
FINA5524 Trading and Markets
ECON5506 The Economics of Financial Markets
Contact hours
up to 3 hours per week which may include lectures/seminars/workshops
Unit Outline
Semester 1_2019 [SEM-1_2019]
  • The availability of units in Semester 1, 2, etc. was correct at the time of publication but may be subject to change.
  • All students are responsible for identifying when they need assistance to improve their academic learning, research, English language and numeracy skills; seeking out the services and resources available to help them; and applying what they learn. Students are encouraged to register for free online support through GETSmart; to help themselves to the extensive range of resources on UWA's STUDYSmarter website; and to participate in WRITESmart and (ma+hs)Smart drop-ins and workshops.
  • Books and other material wherever listed may be subject to change. Book lists relating to 'Preliminary reading', 'Recommended reading' and 'Textbooks' are, in most cases, available at the University Co-operative Bookshop (from early January) and appropriate administrative offices for students to consult. Where texts are listed in the unit description above, an asterisk (*) indicates that the book is available in paperback.