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AFM332 Security Analysis and Portfolio Management

Updated: 26 March 2013
Credit Points 6
Offering
Responsible Campus Teaching Period Mode of Study
Armidale Trimester 2 Off Campus
Armidale Trimester 2 On Campus
Intensive School(s) None
Supervised Exam There is a UNE Supervised Examination held at the end of the teaching period in which you are enrolled.
Pre-requisites AFM231
Co-requisites None
Restrictions AFM432
Notes None
Combined Units AFM432 - Security Analysis and Portfolio Management
Coordinator(s) Bernard Bollen (bbollen@une.edu.au)
Unit Description

Problem-Based Learning strategies involve the student in identifying the major principles of investment uses and valuation of corporate debt and equity securities. Students examine the process of risk management through the use of derivatives based on debt and equity securities and methods of managing portfolios (collections) of fundamental and derivative securities in a volatile economic climate. Considerable attention is given to the asset selection process, the question of what to buy or sell and the timing of transactions.

Important Information

Where calculators are permitted in examinations, it must be selected from an approved list, which can be accessed from the Further Information link below.

Further information

Materials Textbook information will be displayed approximately 8 weeks prior to the commencement of the teaching period. Please note that textbook requirements may vary from one teaching period to the next.
Disclaimer Unit information may be subject to change prior to commencement of the teaching period.
Assessment Assessment information will be published prior to commencement of the teaching period.
Learning Outcomes (LO) Upon completion of this unit, students will be able to:
  1. engage deeply with concepts and theories relevant to the solution of the identified Investment Challenge;
  2. create a risk assessment of diverse Investment portfolios incorporating principles of diversification;
  3. adopt the role of a portfolio manager within a simulation environment over the identified period of time, demonstrating expertise in maximizing the risk-return trade off via distribution of stock returns;
  4. estimate the expected return and risk for individual securities as well as portfolios within the simulated environment;

Graduate Attributes (GA)
Attribute Taught Assessed Practised
1 Knowledge of a Discipline
Discipline specific knowledge is taught through the study materials and in lectures and assessed.
True True True
2 Communication Skills
Communication is practised and assessed in the case based project.
True True
3 Global Perspectives
The issues covered in the teaching materials have global application.
True True
4 Information Literacy
Guidance for how to explore relevant information is provided. Students practise information literacy in the assessment task preparation and this aspect is assessed.
True True True
5 Life-Long Learning
Academic lifelong learning skills are practised throughout the unit. Lifelong learning skills are essential in the analysis of investments as practitioners need to be aware of current developments in markets and instruments.
True
6 Problem Solving
Students learn how to allocate financial securities in a portfolio and are assessed on this learning outcome.
True True True
7 Social Responsibility
Ethical practices are emphasised throughout the unit and included in the teaching materials.
True True
8 Team Work
The assessment task requires the formation of a team, submission of the team's assessment and reflections on the teamwork process. Resources are provided to develop team-based skills.
True True True
   

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