FINA5632 Investments

Credit
6 points
Offering
(see Timetable)

If this unit does not have an online alternative, then students who are presently unable to enter Western Australia and whose studies would be delayed by an inability to complete this unit, should contact the unit coordinator (details given on this page) to ascertain, on an individual case-by-case basis, if alternate arrangements can be made to support their study in this unit.

AvailabilityLocationMode
Semester 1UWA (Perth)Face to face Predominantly face-to-face. On campus attendance required to complete this unit. May have accompanying resources online.
Semester 1UWA (Perth)Online timetabled 100% Online Unit. NO campus face-to-face attendance is required to complete this unit. All study requirements are online only. Unit includes some synchronous components, with a requirement for students to participate online at specific times.
Semester 2UWA (Perth)Face to face Predominantly face-to-face. On campus attendance required to complete this unit. May have accompanying resources online.
Semester 2UWA (Perth)Online timetabled 100% Online Unit. NO campus face-to-face attendance is required to complete this unit. All study requirements are online only. Unit includes some synchronous components, with a requirement for students to participate online at specific times.
Content
This unit develops a greater understanding of investment analysis and capital markets from the viewpoint of the investor/fund manager. Topics include an overview of the operations of the capital markets; security analysis; risk-return trade-off and portfolio theory; the temporal behaviour of security prices including the efficient markets hypothesis and the evidence relating to it; asset pricing models; fixed income securities; investment performance and measurement; and options and futures.
Outcomes
Students are able to (1) develop an understanding of investment analysis and capital markets from the viewpoint of the investor/fund manager; (2) apply advanced theoretical knowledge to implement an investment portfolio to achieve investment goals; (3) adapt acquired knowledge and apply concepts to address issues associated with portfolio management; (4) think and reason logically and creatively through participation in discussion relating to investment analysis; (5) develop competencies to work effectively in diverse teams; and (6) demonstrate the ability to produce clear and concise written communication.
Assessment
Indicative assessments in this unit are as follows: (1) online quizzes; (2) assignment; and (3) examination. Further information is available in the unit outline.

Supplementary assessment is not available in this unit.
Unit Coordinator(s)
Dr Mosha Hossain (Semester 1), Dr Rui Zhong (Semester 2)
Unit rules
Prerequisites:
ACCT5432 Introductory Financial Accounting or equivalent

Graduate Certificate in Finance students: none
Co-requisites:
FINA5533 Finance Essentials (or equivalent)
Contact hours
lectures/seminars/workshops: up to 3 hours per week
  • 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.
  • Unit readings, including any essential textbooks, are listed in the unit outline for each unit, one week prior the commencement of study. The unit outline will be available via the LMS and the UWA Handbook one week prior the commencement of study. Reading lists and essential textbooks are subject to change each semester. Information on essential textbooks will also be made available on the Essential Textbooks. This website is updated regularly in the lead up to semester so content may change. It is recommended that students purchase essential textbooks for convenience due to the frequency with which they will be required during the unit. A limited number of textbooks will be made available from the Library in print and will also be made available online wherever possible. Essential textbooks can be purchased from the commercial vendors to secure the best deal. The Student Guild can provide assistance on where to purchase books if required. Books can be purchased second hand at the Guild Secondhand bookshop (second floor, Guild Village), which is located on campus.