FINA5526 Funds Management
- 6 points
|Semester 1||UWA (Perth)||Face to face|
|Semester 2||UWA (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.
- Typically this unit is assessed in the following ways: (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), Professor Paul Gerrans (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
- 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.