FINA5526 Funds Management

Credit
6 points
Offering
(see Timetable)
AvailabilityLocationMode
Semester 1UWA (Perth)Face to face
Semester 2UWA (Perth)Face to face
Content
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.
Outcomes
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.
Assessment
Typically this unit is assessed in the following ways: (1) assignments; (2) participation; and (3) examination. Further information is available in the unit outline.

Supplementary assessment is not available in this unit.
Unit Coordinator(s)
Professor Paul Gerrans
Unit rules
Prerequisites:
for Master of Commerce students: FINA5432 Introduction to Finance; for Master of Applied Finance students: FINA5520 Risk Management and Financial Instruments
and
FINA5521 Quantitative Methods in Finance
and
FINA5524 Trading and Markets
and
ECON5506 The Economics of Financial Markets
Contact hours
up to 3 hours per week which may include lectures/seminars/workshops
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  • 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.