Units / BFF5935
BFF5935 · Portfolio management and theory
2026 Handbook6 credit pointsLevel 5Department of Banking and Finance
Last checked: 23 Aug 2026 UTCOverview
Topics include investment markets and investment strategies; measuring investment return and risk; capital asset pricing model; arbitrage pricing theory; security analysis and valuation; portfolio management; asset allocation; and portfolio performance measurement.
Offerings
| Campus | Teaching period | Mode |
|---|---|---|
| Caulfield | First semester | Some activities have a choice of on-campus or online teaching activities (FLEXIBLE) |
| Caulfield | Second semester | Some activities have a choice of on-campus or online teaching activities (FLEXIBLE) |
Assessment
The Handbook lists an examination for this unit.
| # | Assessment | Type | Weight | Hurdle |
|---|---|---|---|---|
| 1 | 1 - Exercise | Exercise | 15% | — |
| 2 | 2 - Quiz / Test | Quiz / Test | 35% | — |
| 3 | 3 - Examination | Examination | 50% | — |
Assessment details may change. Please refer to the assessment information in Moodle closer to the start of the teaching period.
Requisites
Learning outcomes
- evaluate financial market information to measure investment risk and return, and be able to incorporate such evaluation in fundamental and technical analysis in the asset valuation process
- develop an understanding of theories in market efficiency, asset pricing models, portfolio construction
- understand investment characteristics of different asset classes and their implications in portfolio management
- demonstrate effective interpersonal communication skills and develop a team orientated approach to work effectively as a team member to produce a professional quality business document solving portfolio investment objectives
- demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the components of an investment portfolio and their optimal combination as discussed throughout the unit.
Workload
Minimum total expected workload to achieve the learning outcomes for this unit is 144 hours per semester typically comprising a mixture of scheduled learning activities and independent study. Independent study may include associated readings, assessment and preparation for scheduled activities. You are expected to complete all pre-class activities prior to your scheduled class, and post-class activities should be completed after your scheduled class. Learning activities may include a combination of teacher directed, peer directed and online engagement activities.
| Activity | Duration |
|---|---|
| Seminars | 24 hours |
| Tutorials | 12 hours |
| Assessments | — |
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