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FIN370 Funds Management (8)

Abstract

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 Modes and Location

Session 1
OnlineBathurst 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

Duration Grading System School:
One sessionHD/FLSchool 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

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.

Back

The information contained in the 2018 CSU Handbook was accurate at the date of publication: 20 October 2017. The University reserves the right to vary the information at any time without notice.