Finance Portfolio Management 571 (FIN 571) Unit Outline Semester 2

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Curtin Business School
School of Economics and Finance


                  Finance Portfolio Management 571 (FIN 571)
                              Unit Outline Semester 2, 2008


 Unit Index Number                             12751

 Hours per Week                                3 hours

                                               2 hour lecture, and
 Weekly Tuition Pattern
                                               1 hour tutorial
 Credit Value                                  25 credits

 Pre-requisites                                305813 (v.3) Finance (Principles) 515 or any previous
                                               version

 Unit Coordinator                              Associate Professor Lakshman Alles

 Unit Coordinator's office                     402:402

 Unit Coordinator's email                      Lakshman.Alles@cbs.curtin.edu.au



 IMPORTANT NOTICE

 The Unit Outline (this document) gives the student important information about the unit, aims,
 outcomes, syllabus, materials, timetable, program and assessment.

 Note that important information relating to policies, expectations, examinations, copyright,
 referencing, academic misconduct, plagiarism, assistance with communication skills, guidelines for
 assessment, and CV development is contained in the publication titled: Curtin A-Z 08 Student
 Passport guide. This document is available for collection from CBS Student Services Office or can
 be accessed at www.business.curtin.edu.au/studentpassport .

 You are required to be aware of, and fulfil, your responsibilities under the University's statutes, rules,
 policies and procedures so it is important that you review the content in Curtin A-Z 08 Student
 Passport in detail.

 CRICOS provider code 00301J




 Finance (Portfolio Management) 571
 Unit Guide, Semester 2 2008
                                                                                                   Page 1 of 9
Table of Contents
1.    Aims ................................................................................................................................................................ 3
2.    Outcomes ........................................................................................................................................................ 3
3.    Syllabus........................................................................................................................................................... 3
4.    Materials.......................................................................................................................................................... 3
6.    Program........................................................................................................................................................... 6
7.    Assessment...................................................................................................................................................... 7
8.    General Information ........................................................................................................................................ 9
9.    Supplementary Instructions and Materials ...................................................................................................... 9
10. Improvements and Student Feedback.............................................................................................................. 9




Finance (Portfolio Management) 571
Unit Guide, Semester 2 2008
                                                                                                                                                              Page 2 of 9
1.     Aims
The objective of the unit is to give students a basic knowledge of the theory and practice of
portfolio management and security analysis. Students will be provided with the basic
principles and theories of portfolio management as well as information relating to the practice
of security analysis. Students will also be provided with an awareness of the on-going
developments, research and controversies in this area of Finance.

2.     Outcomes
2.1 Learning Outcomes
Students successfully completing this unit will have a sound knowledge of the theory and
practice of portfolio management and security analysis. This will enable them to not only
manage their personal investment portfolio more intelligently but also possess the
background to begin a career as an investment professional.

2.2        Graduate Attributes and Professional Skills Outcomes
Employers worldwide want graduates who have developed effective professional skills and attributes.
The CBS graduate attributes and professional skills program includes communication (writing,
interpersonal interactions and cultural awareness, and presenting), critical and creative thinking
(problem solving and decision making), team work, IT literacy, information literacy, international
perspectives and life-long learning.

On successful completion of this unit, students should have enhanced their:
       1. Communication skills in writing
       2. Critical and Creative Thinking in Problem Solving and Critical and Creative
             Thinking and Problem Solving
       3. Team Working skills
       4. Information Literacy skills


      3.     Syllabus
Essentials of investment, security analysis, mean variance criterion and portfolio selection,
tracing the efficient portfolio frontier, single index model, capital asset pricing model, use of options
and futures in portfolio management, fixed income portfolio management, portfolio performance
measures.




4.     Materials
4.1 Texts
Investments by Bodie, Z., Kane, A., and Marcus, A.J., Seventh Edition, McGraw
Hill. (BKM)




Finance (Portfolio Management) 571
Unit Guide, Semester 2 2008
                                                                                                  Page 3 of 9
4.2 References
In addition to the set textbook(s) the following references will be useful:

Ball, R., Brown, P., Finn, F.J. and Officer, R.R. (Ed) (1989). Share Markets and
        Portfolio Theory: Readings and Australian Evidence. 2nd. Edition UQP.
Brailsford T., Heaney R. and Bilson C. (2006) Investments Third Edition- Thomson
Brealey, R, Myers, S., Partington, G & Robinson, D (2000) Principles of Corporate
        Finance McGraw Hill.
Brigham, E.F., and Daves, P.R., (2002) Intermediate Financial Management, 7th
        Edition South Western - Thomson Learning.
Bruce, R., McKern, B., Pollard, I., Skully, M., (1996) Handbook of Australian
        Corporate Finance, 5th Edition, Butterworths.
Carew E. (1998) Fast Money 4 Allen & Unwin.
Dunstan B. Understanding Finance with the Australian Financial Review
        2nd. Edition Wrightbooks.
Elton, E. J. and Gruber, M. J. (1996) Modern Portfolio Theory and Investment
        Analysis, 5th Edition, John Wiley.
Farrell, J.L. Portfolio Management - Theory and Application by Second Edition, McGraw \
      Hill International Edition

Francis, Jack C. (1991) Investments: Analysis and Management, 5th Edition,
McGraw Hill.

Fuller, R and Farrell (1988) Modern Investments and Security Analysis McGraw Hill.

Haugen, R. A., (1990) Modern Investment Theory, Prentice Hall.

Levy, H and Sarnat, M. (1984) Portfolio and Investment Selection: Theory and
Practice, Prentice-Hall.

Markowitz, Harry M., "Portfolio Selection", Journal of Finance, March 1952, 77-91

Markowitz, Harry M.," Foundations of Portfolio Theory", Journal of Finance, June
        1991, 469 -477
Pierson, G., Brown, R., Easton, S & Howard, P (1998) Business Finance, 7th Edition
        McGraw Hill.
Reilly, F.K. and Brown, K (2001) Investment Analysis and Portfolio Management
      6th Edition Dryden.
Sharpe, W.F. and Alexander, G.J., (1990) Investments 4th Edition, Prentice-Hall.




Finance (Portfolio Management) 571
Unit Guide, Semester 2 2008
                                                                                     Page 4 of 9
4.3 Other Resources
Lecture notes, study material and student information for this unit are provided in Blackboard
(Bb). The following link will take you to the Blackboard Login Page
http://elearn.cbs.curtin.edu.au
Click on Login and wait to be directed to the Login Page
Enter your
Username: your Student Number (eg 08716651)
Note: Metro students will be allocated special student numbers for this purpose.

Password: your Student PIN (University PIN 8 digits, ie date of birth)

and click Login to enter.
If the unit does not appear on your my Blackboard page you will need to follow the five steps
below.
1) Click the Courses tab and locate the required unit.
2) Click the Enrol button to join the unit.
3) Ensure that the unit is the correct one and click Submit
4) Log out of the system by clicking Logout
5) After 15 minutes re-login again and the unit should now appear in your course area. This
step only needs to be performed once.
For further clarification watch the Demo

If you have problems:
         (a) contact the Student IT Support counter (402:221), with proof of your enrolment in
         the unit (essential);
         or
         (b) complete the Online Teaching http://www.cbs.curtin.edu.au/its/students/webct_request.cfm
         (note: use underscore between the words webct and request)




Finance (Portfolio Management) 571
Unit Guide, Semester 2 2008
                                                                                             Page 5 of 9
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