University Course Planner The University of Adelaide Australia

CORPFIN 3501MELB - Portfolio Theory & Management

Career: Undergraduate
Units: 3
Term: 4310
Campus: Melbourne
Contact: Up to 3 hours per week
Restriction: Available only to University of Adelaide College Melbourne Campus students
Available for Study Abroad and Exchange: No
Available for Non-Award Study: No
Pre-Requisite: CORPFIN 2502
Assumed Knowledge: SACE Stage 2 Mathematical Studies
Assessment: Exam/assignments/tests as prescribed at first lecture
Syllabus:

This course is an in-depth study of investment portfolios: the theory behind them, construction techniques, asset classes employed and their management. Asset classes examined in the context of portfolio construction will include Equities (both developed and emerging markets), Fixed Income Securities, Commodities, Real Estate, and Alternate Investments. Course participants will revisit and enhance their knowledge of the theoretical foundations of asset pricing, market efficiency and the Modern Portfolio Theory (MPT). Course participants will then develop an Investment Policy Statement (or a Statement of Advice) for an institutional investor, quantitatively forecast characteristics of various asset classes in an economy, and then create an investment portfolio to satisfy the investment requirements. Students will learn various strategies to test the portfolio constructed, issues that impact portfolio performance in achieving investment objectives, and finally evaluate its performance.

Course Fees

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Student Status

Domestic
International

What type of place are you studying in

Commonwealth supported
Full fee paying

Study Level

Undergraduate
Postgraduate Coursework
Non Award

Program of Study

Study Abroad student tuition fees are available here

Only some Postgraduate Coursework programs are available as Commonwealth Supported. Please check your program for specific fee information.

The fees displayed below for international students are for students commencing a program in 2024 only. International students who commenced a program in 2023 or prior can find their fee here.

Units
EFTSL
Amount
3
0.125
          
  


Course Outline

A Course Outline which includes Learning Outcomes, Learning Resources, Learning & Teaching for this course may be accessed here


Critical Dates

Term Last Day to Add Online Census Date Last Day to WNF Last Day to WF
4310 Tue 14/03/2023 Thu 23/03/2023 Fri 05/05/2023 Fri 09/06/2023


Class Details

Enrolment Class: Tutorial
Class Nbr Section Size Available Dates Days Time Location
20183 TU01 10 8 8 Mar - 5 Apr Wednesday 3pm - 4pm MyUni, OL, Online Class
26 Apr - 7 Jun Wednesday 3pm - 4pm MyUni, OL, Online Class
Automatic Enrolment Class: Lecture
Class Nbr Section Size Available Dates Days Time Location
20182 LE01 10 8 1 Mar - 5 Apr Wednesday 1pm - 3pm MyUni, OL, Online Class
26 Apr - 7 Jun Wednesday 1pm - 3pm MyUni, OL, Online Class