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James Cook University Subject Handbook - 2023

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:2023
Student Contribution Band:Band 4
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

  • Written > Examination (centrally administered) - (50%) - Individual
  • Written > Examination - In class - (20%) - Individual
  • Assignment - (30%) - Group

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 52, Internal

Census date:Thursday, 03 Aug 2023
Study Period Dates:Monday, 10 Jul 2023 to Friday, 13 Oct 2023
Coordinator(s):
DR Thanh Nguyen
Lecturer(s):
DR Thanh Nguyen
Workload expectations:The student workload for this 3 credit point subject is approximately 130 hours.
  • 20 Hours - Lectures - may include recorded presentations, online activities & self-learning activities inclusive of lectures, via LearnJCU
  • 20 Hours - Tutorials - may include recorded presentations, online activities & self-learning activities inclusive of synthesising sessions, via LearnJCU

Townsville Bebegu Yumba, Trimester 1, External

Census date:Thursday, 09 Mar 2023
Study Period Dates:Monday, 13 Feb 2023 to Saturday, 13 May 2023
Coordinator(s):
DR Li Xian Liu
Lecturer(s):
DR Li Xian Liu
Workload expectations:The student workload for this 3 credit point subject is approximately 130 hours.
  • 30 Hours - Online activity - Recordings, online activities and self-directed learning
  • 10 Hours - Online Tutorials - Online Collaborate sessions
Method of delivery:WWW - LearnJCU

Townsville Bebegu Yumba, Trimester 1, Internal

Census date:Thursday, 09 Mar 2023
Study Period Dates:Monday, 13 Feb 2023 to Saturday, 13 May 2023
Coordinator(s):
DR Li Xian Liu
Lecturer(s):
DR Li Xian Liu
Workload expectations:The student workload for this 3 credit point subject is approximately 130 hours.
  • 30 Hours - Seminars - 3 hours per week
  • 10 Hours - Online activity - Recordings, online activities and self-directed learning