FPL101 Investment AdviceUpdated: 26 August 2019
|Supervised Exam||There is a supervised exam at the end of the teaching period in which you are enrolled. The exam will either be paper-based and offered at an established exam venue or online with supervision via webcam and screen sharing technology. Coordinated by UNE Exams Unit.|
|Coordinator(s)||Cynthia Shannon (firstname.lastname@example.org)|
In this unit you are provided with a conceptual understanding of the fundamentals of investment management and analysis in the Australian context but placed within the global economy. You will start with an analysis of the investment process, the allocation decision, performance evaluation and review. The pricing of assets is then examined and a comparison is made between passive management of investments and active management. You will be introduced to derivatives and risk management and then focus on the management of multi-asset portfolios and the performance and evaluation of managed funds.
You will study topics that address the Australian and international investment environment; money market securities; bonds; investor preferences; pricing models; equity valuation; stock selection; derivatives and risk management; alternative investment classes; management and performance of investment portfolios.
Note: Students are expected to purchase prescribed material. 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.|
|Learning Outcomes (LO)||
Upon completion of this unit, students will be able to: