Courses & Units

Investment Analysis BEA286

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 Mr Vladimir Volkov
Available as an elective? Yes
Delivered By University of Tasmania
Level Intermediate

Availability

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

Key

On-campus
Off-Campus
International students
Domestic students
Note

Please check that your computer meets the minimum System Requirements if you are attending via Distance/Off-Campus.

Units are offered in attending mode unless otherwise indicated (that is attendance is required at the campus identified). A unit identified as offered by distance, that is there is no requirement for attendance, is identified with a nominal enrolment campus. A unit offered to both attending students and by distance from the same campus is identified as having both modes of study.

Key Dates

Study Period Start date Census date WW date End date
Semester 1 20/2/2023 21/3/2023 10/4/2023 28/5/2023

* 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 (refer to How do I withdraw from a unit? for more information).

Unit census dates currently displaying for 2023 are indicative and subject to change. Finalised census dates for 2023 will be available from the 1st October 2022. Note census date cutoff is 11.59pm AEST (AEDT during October to March).

About Census Dates

Learning Outcomes

  • Analyse the role of risk in financial markets.
  • Determine and assess the prices of financial assets.
  • Evaluate portfolio management processes.
  • Communicate finance in written formats.
Field of Education Commencing Student Contribution 1,3 Grandfathered Student Contribution 1,3 Approved Pathway Course Student Contribution 2,3 Domestic Full Fee 4
$1,892.00 $1,482.00 not applicable $2,472.00

1 Please refer to more information on student contribution amounts.
2 Please refer to more information on eligibility and Approved Pathway courses.
3 Please refer to more information on eligibility for HECS-HELP.
4 Please refer to more information on 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 What is an indicative Fee? to get an indicative course cost.

Requisites

Prerequisites

BFA107 OR BEA112

Teaching

AssessmentMid-semester test (20%)|Take home exam (40%)|Case Studies (40%)
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, 9th Edition, 2021 (ISBN: 978-1-260-57033-5).

Alternatively, you may purchase an EBOOK version of the same textbook.

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

The University reserves the right to amend or remove courses and unit availabilities, as appropriate.