James Cook University Subject Handbook - 2020
For subject information from 2025 and onwards, please visit the new JCU Course and Subject Handbook website.
BX2031 - Investment and Portfolio Analysis
| Credit points: | 03 |
| Year: | 2020 |
| Student Contribution Band: | Band 3 |
| Prerequisites: | (BX2014 OR CO2601 OR BU2004 OR CO2611) AND (BU1007 OR BU1807 OR BU1010 OR MA1401 OR PY2103) |
| Administered by: | College of Business, Law & Governance |
Subject Description
- This subject develops a conceptual framework for evaluation of portfolios: the dynamic selection of securities, and the management of funds. The subject analyses a range of investment vehicles and financial models in the areas of investment analysis, portfolio theory, investment style, and the use of derivatives as an investment and risk management tool. It also introduces techniques to evaluate past investment performance.
Learning Outcomes
- analyse the concepts of diversification, mean variance analysis and portfolio theory to select optimal investment portfolio options
- evaluate the theories and techniques of security analysis and apply these concepts to the selection and management of equity and fixed income security portfolios
- compare and contrast the efficient market hypothesis and various asset pricing models
Subject Assessment
- Invigilated > End of semester exam - (50%)
- Mid-semester examination - (20%)
- Assignment - (30%)
Note that minor variations might occur due to the continuous subject quality improvement process, and in case of minor variation(s) in assessment details, the Subject Outline represents the latest official information.
Inadmissible Subject Combinations: CO3612
Availabilities
JCU Singapore, Study Period 51, Internal | |
| Census date: | Thursday, 09 Apr 2020 |
| Study Period Dates: | Monday, 16 Mar 2020 to Friday, 19 Jun 2020 |
| Coordinator(s): | DR Li Xian Liu |
| Lecturer(s): | [Name missing] DR Thanh Nguyen |
| Workload expectations: | The student workload for this 3 credit point subject is approximately 130 hours.
|
JCU Singapore, Study Period 53, Internal | |
| Census date: | Thursday, 03 Dec 2020 |
| Study Period Dates: | Monday, 09 Nov 2020 to Friday, 19 Feb 2021 |
| Coordinator(s): | Assoc. Professor Huiping Zhang |
| Lecturer(s): | [Name missing] DR Thanh Nguyen |
| Workload expectations: | The student workload for this 3 credit point subject is approximately 130 hours.
|
Townsville, Study Period 10, Intensive, (Face to Face dates exist for this availability) | |
| Census date: | Thursday, 10 Dec 2020 |
| Study Period Dates: | Monday, 23 Nov 2020 to Friday, 15 Jan 2021 |
| Face to face teaching: | Saturday, 28 Nov 2020 to Sunday, 13 Dec 2020 (9-4pm Sat 28 & Sun 29 Nov; 9-4pm Sat 5 & Sun 6 Dec, 9-4pm Sat 12 & Sun 13 Dec) |
| Lecturer(s): | [Name missing] MR Jason Eales DR Li Xian Liu |
| Workload expectations: | The student workload for this 3 credit point subject is approximately 130 hours.
|
Study Period 1, External | |
| Census date: | Thursday, 26 Mar 2020 |
| Study Period Dates: | Monday, 24 Feb 2020 to Friday, 19 Jun 2020 |
| Coordinator(s): | DR Li Xian Liu |
| Lecturer(s): | [Name missing] DR Li Xian Liu |
| Workload expectations: | The student workload for this 3 credit point subject is approximately 130 hours.
|
| Method of delivery: | WWW - LearnJCU |