Visit ECU Homepage
This unit information may be updated and amended immediately prior to semester. To ensure you have the correct outline, please check it again at the beginning of semester.
This unit examines the fundamental principles of investment analysis and the management of alternative investments available in the financial markets. Students will learn how to construct an optimal portfolio that achieves efficient diversification across asset classes and to invest in traded securities on the Australian Securities Exchange. The capital asset pricing model and arbitrage pricing theory as well as the single-index and multi-factor models are introduced to measure the required rate of return for an investment. Other related topics include bonds and security analysis; the use of options to manage risk; portfolio management and performance evaluation using various risk-adjusted measures. Finally, the implications of market efficiency and behavioural finance on investment strategies are also examined.
Students must pass ECF6110
On completion of this unit students should be able to:
Students will attend on campus classes as well as engage in learning activities through ECU Blackboard.
| Joondalup | Mount Lawley | South West (Bunbury) | |
|---|---|---|---|
| Semester 2 | x 1 hour lab | Not Offered | Not Offered |
| Semester 2 | x 2 hour lecture | Not Offered | Not Offered |
| Semester 2 | 13 x 3 hour seminar | Not Offered | Not Offered |
For more information see the Semester Timetable
Students will engage in learning experiences through ECU Blackboard as well as additional ECU learning technologies.
Students attend a weekly lecture and tutorial. Lectures introduce the central concepts and academic literature on investments and portfolio management. Tutorials provide students opportunities to discuss key aspects of the content in greater details and, in the process, to further develop their communication and problem-solving skills. There is a focus on students to work in teams on a research task to formulate a trading strategy, to invest in shares trading on the Australian Securities Exchange.
GS1 GRADING SCHEMA 1 Used for standard coursework units
Students please note: The marks and grades received by students on assessments may be subject to further moderation. All marks and grades are to be considered provisional until endorsed by the relevant Board of Examiners.
| Type | Description | Value |
|---|---|---|
| Exercise | Exercises | 15% |
| Assignment | Assignment | 25% |
| Examination ^ | Final Exam | 60% |
^ Mandatory to Pass
For the purposes of considering a request for Reasonable Adjustments under the Disability Standards for Education (Commonwealth 2005), inherent requirements for this subject are articulated in the Unit Description, Learning Outcomes and Assessment Requirements of this entry. The University is dedicated to provide support to those with special requirements. Further details on the support for students with disabilities or medical conditions can be found at the Access and Inclusion website.
Edith Cowan University has firm rules governing academic misconduct and there are substantial penalties that can be applied to students who are found in breach of these rules. Academic misconduct includes, but is not limited to:
Additionally, any material submitted for assessment purposes must be work that has not been submitted previously, by any person, for any other unit at ECU or elsewhere.
The ECU rules and policies governing all academic activities, including misconduct, can be accessed through the ECU website.
ECF6135|1|1
This unit information may be updated and amended immediately prior to semester. To ensure you have the correct outline, please check it again at the beginning of semester.
In this unit, students will evaluate investment theory and apply finance principles to real-world cases. This unit develops student ability to apply investment principles to formulate investment strategies, and manage alternative investments available in global financial markets. Financial assets covered in this unit are: equities, debt securities, options, futures and investment funds. Students will learn how to construct an optimal portfolio that achieves efficient diversification across asset classes and to make investment recommendations to specialist and non-specialist clients. Knowledge areas covered in this unit are: asset pricing models, portfolio management and behavioural finance.
Students must pass ECF6110
On completion of this unit students should be able to:
Students will attend on campus classes as well as engage in learning activities through ECU Blackboard.
| Joondalup | Mount Lawley | South West (Bunbury) | |
|---|---|---|---|
| Semester 2 | x 1 hour lab | Not Offered | Not Offered |
| Semester 2 | x 2 hour lecture | Not Offered | Not Offered |
| Semester 2 | 13 x 3 hour seminar | Not Offered | Not Offered |
For more information see the Semester Timetable
Students will engage in learning experiences through ECU Blackboard as well as additional ECU learning technologies.
On-campus students will attend classes weekly in addition to engaging in learning activities through ECU Blackboard. To maximise student engagement and opportunities for learning, some of the learning activities may be conducted in the form of webinars and or video conferencing; mirroring the way that businesses communicate and learn. Details about these activities are provided in the Unit Plan schedule. Online students will engage in learning experiences through ECU Blackboard as well as additional ECU learning technologies. These may include the use of webinars, video conferencing and or online discussion board activities. Details about these activities are provided in the Unit Plan schedule. Learning in this unit is enhanced with the use of real-time industry standard financial databases, such as Bloomberg and Thomson Reuters Eikon.
GS1 GRADING SCHEMA 1 Used for standard coursework units
Students please note: The marks and grades received by students on assessments may be subject to further moderation. All marks and grades are to be considered provisional until endorsed by the relevant Board of Examiners.
| Type | Description | Value |
|---|---|---|
| Exercise | Exercises | 15% |
| Assignment | Assignment | 25% |
| Examination | Final Examination | 60% |
| Type | Description | Value |
|---|---|---|
| Exercise | Exercises | 15% |
| Assignment | Assignment | 25% |
| Examination | Final Examination | 60% |
For the purposes of considering a request for Reasonable Adjustments under the Disability Standards for Education (Commonwealth 2005), inherent requirements for this subject are articulated in the Unit Description, Learning Outcomes and Assessment Requirements of this entry. The University is dedicated to provide support to those with special requirements. Further details on the support for students with disabilities or medical conditions can be found at the Access and Inclusion website.
Edith Cowan University has firm rules governing academic misconduct and there are substantial penalties that can be applied to students who are found in breach of these rules. Academic misconduct includes, but is not limited to:
Additionally, any material submitted for assessment purposes must be work that has not been submitted previously, by any person, for any other unit at ECU or elsewhere.
The ECU rules and policies governing all academic activities, including misconduct, can be accessed through the ECU website.
ECF6135|1|2