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Unit of study_

FINC3017: Investments and Portfolio Management

This unit is designed to provide a comprehensive analytical approach to the modern theory of investments. Topics covered include: mean-variance analysis; Markowitz type portfolio analysis; portfolio construction; asset pricing theories; market efficiency and anomalies; hedge funds and investment fund performance evaluation. Although analytical aspects of investments theory are stressed, there is also an equal amount of coverage on the practical aspects of portfolio management. Current research on investments is emphasised in the course.

Code FINC3017
Academic unit Finance
Credit points 6
Assumed knowledge:
Introductory statistics, calculus and microeconomics

At the completion of this unit, you should be able to:

  • LO1. apply the fundamentals of investment theory to construct portfolios and evaluate their performance
  • LO2. interpret current academic research and identify how it guides investment decision making and portfolio construction in practice
  • LO3. use Microsoft Excel to solve and analyse investment problems
  • LO4. communicate clearly and succinctly in writing
  • LO5. critique asset pricing models and portfolio management strategies