Courses & Units

Investment Analysis BEA286

Hobart

Introduction

This unit focusses on security analysis and portfolio management. The unit is designed around the following three points of view, to enable you to learn about trading and investing in financial markets. Investment skills for your own personal gain. Investment skills for the financial services industry; An understanding of financial markets and instruments; The study of investments is exciting. This is the only unit that equips you to trade and invest in the stock market. In this unit you will participate in portfolio simulation (i.e. the Public ASX Sharemarket Game) managing an initial virtual wealth of A$50,000. You may not find it easy, but you will most certainly find it rewarding.

Summary

Unit name Investment Analysis
Unit code BEA286
Credit points 12.5
College/School College of Business & Economics
Tasmanian School of Business and Economics
Discipline Finance
Coordinator Doctor Nagaratnam Jeyasreedharan
Available as student elective? Yes
Delivered By University of Tasmania
Level Intermediate

Availability

Location Study period Attendance options Available to
Hobart Semester 1 On-Campus Off-Campus International International Domestic Domestic

Key

On-campus
Off-Campus
International students
Domestic students
Note

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Key Dates

Study Period Start date Census date WW date End date
Semester 1 21/2/2022 22/3/2022 11/4/2022 29/5/2022

* The Final WW Date is the final date from which you can withdraw from the unit without academic penalty, however you will still incur a financial liability (see withdrawal dates explained for more information).

Unit census dates currently displaying for 2022 are indicative and subject to change. Finalised census dates for 2022 will be available from the 1st October 2021.

About Census Dates

Learning Outcomes

  • understand the role of risk in financial markets
  • determine and assess the prices of financial assets
  • explain and analyse portfolio management processes
  • communicate finance in written formats
Field of Education Commencing Student Contribution 1 Grandfathered Student Contribution 1 Approved Pathway Course Student Contribution 2 Domestic Full Fee
091901 $1,828.00 $1,432.00 not applicable $2,354.00
  • Available as a Commonwealth Supported Place
  • HECS-HELP is available on this unit, depending on your eligibility3
  • FEE-HELP is available on this unit, depending on your eligibility4

1 Please refer here more information on student contribution amounts.
2 Information on eligibility and Approved Pathway courses can be found here
3 Please refer here for eligibility for HECS-HELP
4 Please refer here for eligibility for FEE-HELP

If you have any questions in relation to the fees, please contact UConnect or more information is available on StudyAssist.

Please note: international students should refer to this page to get an indicative course cost.

Requisites

Prerequisites

BFA107 OR BEA112

Teaching

AssessmentTest or quiz (5%)|Test or quiz (10%)|Examination - invigilated (externally - Exams Office) (60%)|Essay (25%)
TimetableView the lecture timetable | View the full unit timetable

Textbooks

Required

You will need the following textbook [not available from the Co-op Bookshop]: 

Fundamentals of Investments: Valuation and Management, Jordan, B, Miller, T and Dolvin, S, McGraw-Hill, 8th Edition, 2018 (ISBN10: 1259720691 | ISBN13: 9781259720697). 

Alternatively, you may purchase an EBOOK version of the same textbook from the following: 

https://www.mheducation.com.au/ebook-fundamentals-of-investments-8e-9781307349931-aus 

Note: Use the Promo code ‘2020MW’ at the check out for a 15% discount.

Recommended

The following text books are all excellent choices. They are listed in the order of most helpful and most suitable addition to the main text prescribed above.

1. Investment Analysis and Portfolio Management, Reilly and Brown, South-Western, 9th edn, 2009 (or newer). This is an excellent book, with many examples, graphs, and practice problems. This book is also on the list of recommended text books for the CFA examination.

2. Portfolio Construction, Management, and Protection, Strong, South-Western, 4th edn, 2006 (or newer). This text deals mostly with portfolio construction and portfolio choice. It would be a very helpful addition especially for portfolio reports 1 & 2.

3. Modern Portfolio Theory and Investment Analysis, Elton, Gruber, Brown, Goetzman, Wiley, 7th edn, 2007 (or newer). This is the all-time classic, written by the best specialists in the field. It is more detailed in terms of mathematical analysis of portfolio choice problems and therefore recommended for students with sufficient financial background.

4. Quantitative Financial Economics: Stocks, Bonds and Foreign Exchange, Cuthbertson and Nitzsche, Wiley, 2nd edn, 2004 (or newer). This is an excellent book for graduate finance students. Portfolio choice is only a fraction of this book, but it covers many other finance topics and may be a good addition for students interested in advancing their finance background.

LinksBooktopia textbook finder

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