Portfolio and Fund Management
UndergraduateUSA-BANK30172024
Course information for 2024 intake View information for 2025 course intake
Enrolments for this course are closed, but you may have other options to start studying now. Book a consultation to learn more.
- Study method
- 100% online
- Assessments
- Subject may require attendance
- Entry requirements
- No ATAR needed, No prior study
- Duration
- 10 weeks
- Loan available
- FEE-HELP available
Portfolio and Fund Management
About this subject
By the end of this 10-week course, you’ll be able to:
- Explain the theoretical framework underlying modern portfolio theory (MPT), the capital asset pricing model (CAPM) and arbitrage pricing theory (APT).
- Explain the importance of investment theory as a basis for portfolio construction and portfolio and fund management.
- Recognise the empirical validity of aspects of portfolio theory, the role of theory in portfolio and fund management and the practical limitations of these theories.
- Identify the main characteristics of the bond, equity, and derivative markets.
- Examine the investment risks associated with each of the asset classes, both separately and as part of the overall portfolio.
- Integrate the theoretical framework with an understanding of each of the markets to derive portfolios consistent with the investor's risk profile; describe the use of benchmarks in the fund management process and evaluate the performance of an investment portfolio in both absolute and risk-adjusted terms.
- Demonstrate Business Enterprise Skills in the context of Finance: i) Self-Management (advanced level); ii) Problem Solving (advanced level); iii) Ethical Awareness (advanced level); iv) Teamwork (advanced level); and v) Written Communication (advanced level).
- Elements of Investments
- Risk and Return
- Portfolio Theory
- CAPM and other Asset Pricing Models
- Debt Securities
- Security Analysis
- Options Valuations
- Portfolio Performance Evaluation
In this course, you’ll develop the skills to conduct investment analysis, working with investment portfolios and management of investment funds. Learn using a well-developed body of theory and evidence from the finance literature to develop useful and practical insights, technical skills, and methodologies to guide you in the selection of investment assets, construction of portfolios, and analysis of investment. You'll also develop a broader and deeper knowledge of financial market instruments: equities, bonds, managed funds, and derivatives.
UniSA Online’s 10-week short courses give you the flexibility to upskill in a certain area, stay current with developments in your field, diversify your knowledge, or even explore a new direction in your career – without having to commit to the time and cost of a full university degree.
This is a third-year course from UniSA Online’s Bachelor of Business (Financial Planning) degree. When studying this course as a "single subject", prior knowledge from BANK 1009 or equivalent will support your success.
Delivered 100% online, you’ll be able to study where and when it suits you. Access online academic and student support seven days a week, fit study around work and life commitments, view learning resources 24/7, and log in to the interactive online environment anywhere, any time and on any device.
Should your course have an exam it will be scheduled for Australian Central Standard Time or Australian Central Daylight Time, depending on the time of the year.
- Invigilated Examination (50%)
- Report (50%)
For textbook details check your university's handbook, website or learning management system (LMS).
The University of South Australia (UniSA) is ranked as one of the best young universities in the world, and is the number one university in Australia for graduate employability. UniSA offers over 200 world-class degrees that are informed by industry and delivered with a highly practical approach to teaching and learning, and is a valuable partner with Open Universities Australia.
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- 21
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- 21
Entry requirements
No entry requirements
Additional requirements
- Other requirements - Students must be aged 17 or older by the time teaching commences for their course of study, in accordance with UniSA’s Selection and entry to programs policy
Study load
- 0.125 EFTSL
- This is in the range of 10 to 12 hours of study each week.
Equivalent full time study load (EFTSL) is one way to calculate your study load. One (1.0) EFTSL is equivalent to a full-time study load for one year.
Find out more information on Commonwealth Loans to understand what this means to your eligibility for financial support.
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Most single subjects are part of a full degree. That means if you’re keen to keep learning, you can gain credit for the subjects you’ve successfully completed.
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Each of your subjects will be held over the course of a study term, and they’ll usually require 10 to 12 hours of study each week. Subjects are identified by a title and a code, for example, Developmental Psychology, PSY20007.
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If that degree allows entry via undergraduate subjects, there will be information about this under the Entry Requirements section. You will find a list of 2-4 open enrolment subjects you need to successfully complete to qualify for admission into that qualification.
Once you pass those subjects, you will satisfy the academic requirements for the degree, and you can apply for entry.
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