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.
Subject availability
Session 1 (30)
Bathurst Campus
Continuing students should consult the SAL for current offering details. 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.
The 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.

Current Students

For any enquiries about subject selection or course structure you will need to contact your Course Director. You can find the name and contact details for your Course Director in your offer letter or contact your School office.

Prospective Students

For further information about Charles Sturt University, or this course offering, please contact info.csu on 1800 334 733 (free call within Australia) or enquire online.

The information contained in the 2017 CSU Handbook was accurate at the date of publication: June 2018. The University reserves the right to vary the information at any time without notice.