FIN2105 Portfolio Management

Subject	Cat-nbr	Class	Term	Mode	Description	Units	Campus
FIN	2105	90078	2, 2009	EXT	Portfolio Management	1.00	Toowoomba

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Academic group:	FOBUS
Academic org:	FOB008
Student contribution band:	3A
ASCED code:	081105

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Contents

• Staffing
• Other requisites
• Synopsis
• Objectives
• Topics
• Texts
• Reference materials
• Student workload
• Assessment details
• Important assessment information
• Assessment notes
• Production date
• PDF version

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STAFFING

This information will be available from 07-02-2009

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OTHER REQUISITES

Students are required to have access to a personal computer, e-mail capabilities and Internet access to USQConnect. Current details of computer requirements can be found at <http://www.usq.edu.au/business/student/computerreq.htm>.

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SYNOPSIS

The current trend in the funds management industry is away from security analysis (stock picking) and towards asset allocation (managing the balance of equities, bonds, cash etc). The former, which may be called investment management, has been surpassed in importance by the latter, which may be called portfolio management. Portfolio management is important to both individuals who manage their own personal assets and managers who manage the assets of others. This course aims to cover the important aspects of portfolio management. Coverage includes: the construction of the portfolio and importance of investment objectives and policies; the management of the portfolio including the selection of assets, the utilisation of modern portfolio methods and the revision of the portfolio; and the protection of the portfolio through the use of derivatives. Emphasis is placed on the analytical aspects of portfolio management and the decision making process to enable students to apply the established theories and models in the financial world.

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OBJECTIVES

This information will be available from 07-02-2009

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TOPICS

This information will be available from 07-02-2009

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TEXT and MATERIALS required to be PURCHASED or accessed

This information will be available from 07-02-2009

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REFERENCE MATERIALS

This information will be available from 07-02-2009

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STUDENT WORKLOAD REQUIREMENTS

This information will be available from 07-02-2009

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ASSESSMENT DETAILS

This information will be available from 07-02-2009

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IMPORTANT ASSESSMENT INFORMATION

This information will be available from 07-02-2009

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ASSESSMENT NOTES

This information will be available from 07-02-2009

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This version produced 13 Oct 2008.