BFI3121 · Investments and portfolio management

This unit explores the conceptual foundations of investment and portfolio management with a focus on using various investment strategies and techniques, including valuation models. You will learn how to analyse and measure portfolio performance against major benchmarks. In addition you will learn the relevancy of CFAI standards and ethics which are crucial for professional accreditation.

The Handbook publishes no offerings for this unit.

The Handbook lists an examination for this unit.

1. 1 - Exercise

   Exercise

   20%

2. 2 - Written

   Written

   30%

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.

1. critically evaluate financial market information via applying relevant trading mechanisms in order to measure risk and return of equity, shares, portfolios and the market indices;
2. research and analyse live data to determine the value and performance of securities and portfolios;
3. demonstrate problem solving skills by critically evaluating various financial instruments and applying those skills in decision making;
4. reflect on knowledge acquired over the unit through providing evidence based justification for decision making;
5. apply critical thinking, problem solving and aligned decision making by selecting high quality points of interest and analysis to produce a quality report and presentation.

Enquiry-based learning - This unit engages you in enquiry-based learning, where you will be encouraged to use your own knowledge to develop and engage in a process of enquiry, study and research to identify areas to be investigated and an approach to doing so. Simulation or virtual practice - This unit allows you to engage in guided, immersive experiences to develop relevant skills, knowledge and attitudes through simulation or virtual practice. Active learning - This unit engages you in actively applying your knowledge, skills and attributes in interactive, collaborative and reflective activities. Problem-based learning - This unit includes problem-based learning approaches, where you engage in research, integrate theory and practice and apply knowledge and skills to develop viable solutions in response to a problem or set of problems.

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.

Listed as the Handbook publishes them. Your unit's Moodle page has the current reading list.

BFI3121 is listed in 2 majors, minors or specialisations in the 2027 Handbook.

Credit points

6

Level

Level 3

Faculty

Faculty of Business and Economics

School

Faculty of Business and Economics

Student contribution band

Band 4

Study abroad

Available

Handbook version

2027.01

These are students' own experiences, not official rules. Go by the Handbook.