Alert for students

Flinders City Campus availability offered in 2026.

Overview

This is an introductory topic on modern portfolio theory and investment analysis and management. It analyses the concepts of risk and return, the securities markets, securities analysis and portfolio management with a focus on recent developments in this area. A portfolio investment simulation game running through the semester will comprise … For more content click the Read More button below.

Topic availabilities

To view topic availabilities, select an availability from the drop down, towards the top right of the screen.

Tuition pattern

To view tuition patterns, select an availability from the drop down, towards the top right of the screen.

Aims

This topic is designed to help students to understand both the theory and practice of investment selection and management. Students will be introduced to the modern portfolio approach to investments, the valuation and analysis of individual securities, and the selection, management and performance evaluation of a portfolio of securities.
The topic concepts will be applied to the Australian investment environment with frequent discussion of Australian institutions, instruments, markets and ethical professional standards. Recent developments in the field i.e. alternative investments, FinTech and ESG will be accounted for in the topic.

Learning outcomes

On completion of this topic you will be expected to be able to:
1.
Evaluate economic, firm and individual investor related information to assess different types of securities
2.
Determine the appropriate trade-off between risk and return for investment vehicles
3.
Appraise modern portfolio theory and critically evaluate different asset pricing models and asset allocation strategies
4.
Argue and justify the rationale behind investing in different alternative investment vehicles
5.
Critique the impact of recent developments in portfolio management and ethical standards in practice

Assessments

To view assessment information, select an availability from the drop down, towards the top right of the screen.

Current students should refer to FLO for detailed assessment information, including due dates. Assessment information is accurate at the time of publishing.

For policy details, visit Assessments

Requisites information

Pre-requisites:
Anti-requisites:

Assumed knowledge

BUSN3031 Derivatives and Risk Management.