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.

Availability

Session 1 (30)
Online
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

HD/FL

Duration

One session

School

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.

Syllabus

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.

Indicative Assessment

The following table summarises the assessment tasks for the online offering of FIN370 in Session 1 2020. Please note this is a guide only. Assessment tasks are regularly updated and can also differ to suit the mode of study (online or on campus).

Item Number
Title
Value %
1
Online test (topics 1-2)
5
2
Assessment item 2 (topics 1-4)
15
3
Assessment item 3 (topics 1-8)
15
4
Assessment item 4 (topics 1-10)
15
5
Final exam
50

The information contained in the CSU Handbook was accurate at the date of publication: May 2021. The University reserves the right to vary the information at any time without notice.

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