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This unit information may be updated and amended immediately prior to semester. To ensure you have the correct outline, please check it again at the beginning of semester.
This unit examines the fundamental principles of investment analysis and the management of alternative investments available in the financial markets. Students will learn how to construct an optimal portfolio that achieves efficient diversification across asset classes and to invest in traded securities on the Australian Securities Exchange. The capital asset pricing model and arbitrage pricing theory as well as the single-index and multi-factor models are introduced to measure the required rate of return for an investment. Other related topics include bonds and security analysis; the use of options to manage risk; portfolio management and performance evaluation using various risk-adjusted measures. Finally, the implications of market efficiency and behavioural finance on investment strategies are also examined.
Students must pass ECF6110
On completion of this unit students should be able to:
Students will attend on campus classes as well as engage in learning activities through ECU Blackboard.
| Joondalup | Mount Lawley | South West (Bunbury) | |
|---|---|---|---|
| Semester 1 | Not Offered | 0 x 1 hour lab | Not Offered |
| Semester 1 | Not Offered | 0 x 2 hour lecture | Not Offered |
| Semester 2 | Not Offered | 13 x 1 hour lab | Not Offered |
| Semester 2 | Not Offered | 13 x 2 hour lecture | Not Offered |
For more information see the Semester Timetable
Students attend a weekly lecture and tutorial. Lectures introduce the central concepts and academic literature on investments and portfolio management. Tutorials provide students opportunities to discuss key aspects of the content in greater details and, in the process, to further develop their communication and problem-solving skills. There is a focus on students to work in teams on a research task to formulate a trading strategy, to invest in shares trading on the Australian Securities Exchange.
GS1 GRADING SCHEMA 1 Used for standard coursework units
Students please note: The marks and grades received by students on assessments may be subject to further moderation. All marks and grades are to be considered provisional until endorsed by the relevant Board of Examiners.
| Type | Description | Value |
|---|---|---|
| Exercise | Exercises | 15% |
| Assignment | Assignment | 25% |
| Examination ^ | Final Exam | 60% |
^ Mandatory to Pass
For the purposes of considering a request for Reasonable Adjustments under the Disability Standards for Education (Commonwealth 2005), inherent requirements for this subject are articulated in the Unit Description, Learning Outcomes and Assessment Requirements of this entry. The University is dedicated to provide support to those with special requirements. Further details on the support for students with disabilities or medical conditions can be found at the Access and Inclusion website.
Edith Cowan University has firm rules governing academic misconduct and there are substantial penalties that can be applied to students who are found in breach of these rules. Academic misconduct includes, but is not limited to:
Additionally, any material submitted for assessment purposes must be work that has not been submitted previously, by any person, for any other unit at ECU or elsewhere.
The ECU rules and policies governing all academic activities, including misconduct, can be accessed through the ECU website.
ECF6135|1|1
This unit information may be updated and amended immediately prior to semester. To ensure you have the correct outline, please check it again at the beginning of semester.
This unit examines the fundamental principles of investment analysis and the management of alternative investments available in the financial markets. Students will learn how to construct an optimal portfolio that achieves efficient diversification across asset classes and to invest in traded securities on the Australian Securities Exchange. The capital asset pricing model and arbitrage pricing theory as well as the single-index and multi-factor models are introduced to measure the required rate of return for an investment. Other related topics include bonds and security analysis; the use of options to manage risk; portfolio management and performance evaluation using various risk-adjusted measures. Finally, the implications of market efficiency and behavioural finance on investment strategies are also examined.
Students must pass ECF6110
On completion of this unit students should be able to:
Students will attend on campus classes as well as engage in learning activities through ECU Blackboard.
| Joondalup | Mount Lawley | South West (Bunbury) | |
|---|---|---|---|
| Semester 1 | Not Offered | 0 x 1 hour lab | Not Offered |
| Semester 1 | Not Offered | 0 x 2 hour lecture | Not Offered |
| Semester 2 | Not Offered | 13 x 1 hour lab | Not Offered |
| Semester 2 | Not Offered | 13 x 2 hour lecture | Not Offered |
For more information see the Semester Timetable
Students attend a weekly lecture and tutorial. Lectures introduce the central concepts and academic literature on investments and portfolio management. Tutorials provide students opportunities to discuss key aspects of the content in greater details and, in the process, to further develop their communication and problem-solving skills. There is a focus on students to work in teams on a research task to formulate a trading strategy, to invest in shares trading on the Australian Securities Exchange.
GS1 GRADING SCHEMA 1 Used for standard coursework units
Students please note: The marks and grades received by students on assessments may be subject to further moderation. All marks and grades are to be considered provisional until endorsed by the relevant Board of Examiners.
| Type | Description | Value |
|---|---|---|
| Exercise | Exercises | 15% |
| Assignment | Assignment | 25% |
| Examination ^ | Final Exam | 60% |
^ Mandatory to Pass
For the purposes of considering a request for Reasonable Adjustments under the Disability Standards for Education (Commonwealth 2005), inherent requirements for this subject are articulated in the Unit Description, Learning Outcomes and Assessment Requirements of this entry. The University is dedicated to provide support to those with special requirements. Further details on the support for students with disabilities or medical conditions can be found at the Access and Inclusion website.
Edith Cowan University has firm rules governing academic misconduct and there are substantial penalties that can be applied to students who are found in breach of these rules. Academic misconduct includes, but is not limited to:
Additionally, any material submitted for assessment purposes must be work that has not been submitted previously, by any person, for any other unit at ECU or elsewhere.
The ECU rules and policies governing all academic activities, including misconduct, can be accessed through the ECU website.
ECF6135|1|2