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 | Tasmanian School of Business and Economics |
| Discipline | Finance |
| Coordinator | Doctor Richard Mawulawoe Ahadzie |
| Available as an elective? | Yes |
| Delivered By | University of Tasmania |
| Level | Intermediate |
Sustainable Development Goals
The Unit Coordinator has identified that this unit aligns with the following UN Sustainable Development Goals. We welcome your thoughts and feedback on the alignment of the unit with these goals.
Availability
Specific information on 2027 unit availability will be available in August
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.
Fee Information
2027 fee information will be available in August.
Requisites
Prerequisites
BEA112Teaching
| Assessment | Case Study A (20%)|Case Study B (40%)|Take home exam (40%) |
|---|---|
| Timetable | View 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. |
The University reserves the right to amend or remove courses and unit availabilities, as appropriate.