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 there may be some modifications to the assessment schedule promoted in Handbook for Semester 1 2023 Units. All assessment changes will be published by 20th February 2023. All students are reminded to check the handbook at the beginning of semester to ensure they have the correct outline.

  • Unit Title

    Investment Management
  • Unit Code

    ECF6135
  • Year

    2023
  • 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 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's LMS

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 via ECU’s LMS 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 LMS. 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 LMS 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 School Progression Panel.

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

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.

Assessment

Students please note: The marks and grades received by students on assessments may be subject to further moderation. Informal vivas may be conducted as part of an assessment task, where staff require further information to confirm the learning outcomes have been met. All marks and grades are to be considered provisional until endorsed by the relevant School Progression Panel.

Academic Integrity

Integrity is a core value at Edith Cowan University, and it is expected that ECU students complete their assessment tasks honestly and with acknowledgement of other people's work as well as any generative artificial intelligence tools that may have been used. This means that assessment tasks must be completed individually (unless it is an authorised group assessment task) and any sources used must be referenced.

Breaches of academic integrity can include:

Plagiarism

Copying the words, ideas or creative works of other people or generative artificial intelligence tools, without referencing in accordance with stated University requirements. Students need to seek approval from the Unit Coordinator within the first week of study if they intend to use some of their previous work in an assessment task (self-plagiarism).

Unauthorised collaboration (collusion)

Working with other students and submitting the same or substantially similar work or portions of work when an individual submission was required. This includes students knowingly providing others with copies of their own work to use in the same or similar assessment task(s).

Contract cheating

Organising a friend, a family member, another student or an external person or organisation (e.g. through an online website) to complete or substantially edit or refine part or all of an assessment task(s) on their behalf.

Cheating in an exam

Using or having access to unauthorised materials in an exam or test.

Serious outcomes may be imposed if a student is found to have committed one of these breaches, up to and including expulsion from the University for repeated or serious acts.

ECU's policies and more information about academic integrity can be found on the student academic integrity website.

All commencing ECU students are required to complete the Academic Integrity Module.

Assessment Extension

In some circumstances, Students may apply to their Unit Coordinator to extend the due date of their Assessment Task(s) in accordance with ECU's Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000001386.

Special Consideration

Students may apply for Special Consideration in respect of a final unit grade, where their achievement was affected by Exceptional Circumstances as set out in the Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000003318.

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.

  • Unit Title

    Investment Management
  • Unit Code

    ECF6135
  • Year

    2023
  • 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's LMS

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 via ECU’s LMS 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 LMS. 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 LMS 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 School Progression Panel.

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

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.

Assessment

Students please note: The marks and grades received by students on assessments may be subject to further moderation. Informal vivas may be conducted as part of an assessment task, where staff require further information to confirm the learning outcomes have been met. All marks and grades are to be considered provisional until endorsed by the relevant School Progression Panel.

Academic Integrity

Integrity is a core value at Edith Cowan University, and it is expected that ECU students complete their assessment tasks honestly and with acknowledgement of other people's work as well as any generative artificial intelligence tools that may have been used. This means that assessment tasks must be completed individually (unless it is an authorised group assessment task) and any sources used must be referenced.

Breaches of academic integrity can include:

Plagiarism

Copying the words, ideas or creative works of other people or generative artificial intelligence tools, without referencing in accordance with stated University requirements. Students need to seek approval from the Unit Coordinator within the first week of study if they intend to use some of their previous work in an assessment task (self-plagiarism).

Unauthorised collaboration (collusion)

Working with other students and submitting the same or substantially similar work or portions of work when an individual submission was required. This includes students knowingly providing others with copies of their own work to use in the same or similar assessment task(s).

Contract cheating

Organising a friend, a family member, another student or an external person or organisation (e.g. through an online website) to complete or substantially edit or refine part or all of an assessment task(s) on their behalf.

Cheating in an exam

Using or having access to unauthorised materials in an exam or test.

Serious outcomes may be imposed if a student is found to have committed one of these breaches, up to and including expulsion from the University for repeated or serious acts.

ECU's policies and more information about academic integrity can be found on the student academic integrity website.

All commencing ECU students are required to complete the Academic Integrity Module.

Assessment Extension

In some circumstances, Students may apply to their Unit Coordinator to extend the due date of their Assessment Task(s) in accordance with ECU's Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000001386.

Special Consideration

Students may apply for Special Consideration in respect of a final unit grade, where their achievement was affected by Exceptional Circumstances as set out in the Assessment, Examination and Moderation Procedures - for more information visit https://askus2.ecu.edu.au/s/article/000003318.

ECF6135|2|2