FIN370 Funds Management (8)

This subject examines the construction, management and protection of an investment fund in the contemporary financial environment. Students will apply their learning from previous finance subjects to the process of managing an international portfolio comprising both financial and real assets. Students will also examine institutional aspects of the managed fund sector in Australia.


Session 1 (30)
Bathurst Campus

Continuing students should consult the SAL for current offering details: FIN370. Where differences exist between the Handbook and the SAL, the SAL should be taken as containing the correct subject offering details.

Subject Information

Grading System



One session


School of Accounting and Finance

Assumed Knowledge
FIN221 and FIN230

Learning Outcomes

Upon successful completion of this subject, students should:
  • Be able to establish portfolio objectives with respect to risk and return and construct investment portfolios that best meet these objectives;
  • Be able to apply portfolio management techniques to restructure portfolios in light of new information or revised objectives;
  • Be able to implement various techniques to preserve and enhance portfolio returns;
  • Be able to gain an appreciation of a range of contemporary issues in portfolio management and acquire knowledge of the institutional framework of the funds management sector.


This subject will cover the following topics:

The process of portfolio management.

Setting portfolio objectives.

Application of diversification theory.

International diversification.

Incorporating real assets into a portfolio.

Equity and debt selection and security screening.

Rebalancing equity and debt portfolios.

Benchmarking investment portfolios.

Hedging of portfolio comprised of equities.

Hedging of portfolio comprised of debt securities.


For further information about courses and subjects outlined in the CSU handbook please contact:

Current students

Future students

The information contained in the CSU Handbook was accurate at the date of publication: May 2019. The University reserves the right to vary the information at any time without notice.