School: Business and Law

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.

Please note that given the circumstances of COVID-19, there may be some modifications to the assessment schedule promoted in Handbook for Semester 1 2020 Units. Students will be notified of all approved modifications by Unit Coordinators via email and Unit Blackboard sites. Where changes have been made, these are designed to ensure that you still meet the unit learning outcomes in the context of our adjusted teaching and learning arrangements.

  • Unit Title

    Investment Management
  • Unit Code

    ECF6135
  • Year

    2020
  • Enrolment Period

    1
  • Version

    2
  • Credit Points

    20
  • Full Year Unit

    N
  • Mode of Delivery

    On Campus
    Online
  • Unit Coordinator

    Dr Anna GOLAB

Description

In this unit, students will evaluate investment theory and ability to 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.

Prerequisite Rule

Students must pass ECF6110

Learning Outcomes

On completion of this unit students should be able to:

  1. Design an investment portfolio that satisfies the investors risk-return objectives.
  2. Manage an investment portfolio that meets the portfolio risk-return attributes.
  3. Apply financial analysis to assess portfolio performance and assess its limitations.
  4. Critically evaluate techniques used in investment portfolio management.

Unit Content

  1. Elements of investments
  2. Domestic and international investments
  3. Portfolio theory
  4. Capital asset pricing theory and single-index model
  5. Arbitrage pricing theory and multi-factor models
  6. Bonds and security analysis
  7. Options and risk management
  8. Portfolio management and performance evaluation
  9. Market efficiency and behavioural finance

Learning Experience

ON-CAMPUS

Students will attend on campus classes as well as engage in learning activities through ECU Blackboard.

JoondalupMount LawleySouth West (Bunbury)
Semester 213 x 1 hour labNot OfferedNot Offered
Semester 213 x 2 hour lectureNot OfferedNot Offered

For more information see the Semester Timetable

ONLINE

Students will engage in learning experiences through ECU Blackboard as well as additional ECU learning technologies.

Additional Learning Experience Information

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.

Assessment

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.

ON CAMPUS
TypeDescriptionValue
ExerciseExercises15%
AssignmentAssignment25%
ExaminationFinal Exam60%
ONLINE
TypeDescriptionValue
ExerciseExercises15%
AssignmentAssignment25%
ExaminationExamination60%

Disability Standards for Education (Commonwealth 2005)

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.

Academic Misconduct

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:

  • plagiarism;
  • unauthorised collaboration;
  • cheating in examinations;
  • theft of other students' work;

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|2|1

School: Business and Law

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.

Please note that given the circumstances of COVID-19, there may be some modifications to the assessment schedule promoted in Handbook for this unit. All assessment changes will be published by 27 July 2020. All students are reminded to check handbook at the beginning of semester to ensure they have the correct outline.

  • Unit Title

    Investment Management
  • Unit Code

    ECF6135
  • Year

    2020
  • Enrolment Period

    2
  • Version

    2
  • Credit Points

    20
  • Full Year Unit

    N
  • Mode of Delivery

    On Campus
    Online
  • Unit Coordinator

    Dr Anna GOLAB

Description

In this unit, students will evaluate investment theory and ability to 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.

Prerequisite Rule

Students must pass ECF6110

Learning Outcomes

On completion of this unit students should be able to:

  1. Design an investment portfolio that satisfies the investor’s risk-return objectives.
  2. Manage an investment portfolio that meets the portfolio risk-return attributes.
  3. Apply financial analysis to assess portfolio performance and assess its limitations.
  4. Critically evaluate techniques used in investment portfolio management.

Unit Content

  1. Elements of investments
  2. Domestic and international investments
  3. Portfolio theory
  4. Capital asset pricing theory and single-index model
  5. Arbitrage pricing theory and multi-factor models
  6. Bonds and security analysis
  7. Options and risk management
  8. Portfolio management and performance evaluation
  9. Market efficiency and behavioural finance

Learning Experience

ON-CAMPUS

Students will attend on campus classes as well as engage in learning activities through ECU Blackboard.

JoondalupMount LawleySouth West (Bunbury)
Semester 213 x 1 hour labNot OfferedNot Offered
Semester 213 x 2 hour lectureNot OfferedNot Offered

For more information see the Semester Timetable

ONLINE

Students will engage in learning experiences through ECU Blackboard as well as additional ECU learning technologies.

Additional Learning Experience Information

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.

Assessment

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.

ON CAMPUS
TypeDescriptionValue
ExerciseExercises20%
AssignmentAssignment40%
TestFinal Assessment40%
ONLINE
TypeDescriptionValue
ExerciseExercises20%
AssignmentAssignment40%
TestFinal Assessment40%

Core Reading(s)

  • Bodie, Zvi., Kane, Alex., & Marcus, A. J. (2018). Investments (11th ed.). New York, NY: McGraw-Hill Education. Retrieved from https://ecu.on.worldcat.org/oclc/983797401

Disability Standards for Education (Commonwealth 2005)

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.

Academic Misconduct

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:

  • plagiarism;
  • unauthorised collaboration;
  • cheating in examinations;
  • theft of other students' work;

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|2|2