- 6 points
|Semester 1||UWA (Perth)||Face to face|
|Semester 2||UWA (Perth)||Face to face|
- 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.
- 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.
- Indicative assessments in this unit are as follows: (1) in class participation; (2) assignment; and (3) 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 Rui Zhong (Semester 2)
- Unit rules
- Master of Commerce students: ACCT5432 Introductory Financial Accounting
FINA5432 Introduction to Finance; Master of Applied Finance students: ECON5541 Economics for Business: Applications and Policy
MGMT5504 Data Analysis and Decision Making
ACCT5432 Introductory Financial Accounting (or equivalent)
MGMT5610 Applied Professional Business Communications
Graduate Certificate in Finance students: none
- Advisable prior study:
- Part time Master of Applied Finance students: FINA5533 Finance Essentials (or equivalent)
- Contact hours
- lectures/seminars/workshops: up to 3 hours per week
- 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.