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) Dr Duc Vo (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]
Semester 2_2019 [SEM-2_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.