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CORPFIN 3501 - Portfolio Theory & Management
University Course Planner The University of Adelaide Australia

CORPFIN 3501 - Portfolio Theory & Management

Career: Undergraduate
Units: 3
Term: Semester 2
Campus: North Terrace
Contact: Up to 3 hours per week
Available for Study Abroad and Exchange: Yes
Available for Non-Award Study: Yes
Pre-Requisite: CORPFIN 2502
Assumed Knowledge: SACE Stage 2 Mathematical Studies
Assessment: Exam/assignments/tests as prescribed at first lecture
Syllabus:

This course is an in-depth study of investment portfolios: the theory behind them, construction techniques, asset classes employed and their management. Asset classes examined in the context of portfolio construction will include Equities (both developed and emerging markets), Fixed Income Securities, Commodities, Real Estate, and Alternate Investments. Course participants will revisit and enhance their knowledge of the theoretical foundations of asset pricing, market efficiency and the Modern Portfolio Theory (MPT). Course participants will then develop an Investment Policy Statement (or a Statement of Advice) for an institutional investor, quantitatively forecast characteristics of various asset classes in an economy, and then create an investment portfolio to satisfy the investment requirements. Students will learn various strategies to test the portfolio constructed, issues that impact portfolio performance in achieving investment objectives, and finally evaluate its performance.

Course Fees

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Student Status

Domestic
International

What type of place are you studying in

Commonwealth supported
Full fee paying

Study Level

Undergraduate
Postgraduate Coursework
Non Award

Program of Study

Study Abroad student tuition fees are available here

Only some Postgraduate Coursework programs are available as Commonwealth Supported. Please check your program for specific fee information

Units
EFTSL
Amount
3
0.125
          
  


Course Outline

A Course Outline which includes Learning Outcomes, Learning Resources, Learning & Teaching for this course may be accessed here


Critical Dates

Term Last Day to Add Online Census Date Last Day to WNF Last Day to WF
Semester 2 Mon 08/08/2022 Wed 17/08/2022 Fri 16/09/2022 Fri 28/10/2022


Class Details

Enrolment Class: Tutorial
Class Nbr Section Size Available Dates Days Time Location
21889 TU08 25 21 2 Aug - 13 Sep Tuesday 1pm - 2pm Barr Smith South, 2052, Teaching Room
4 Oct - 25 Oct Tuesday 1pm - 2pm Barr Smith South, 2052, Teaching Room
21891 TU06 25 13 5 Aug - 16 Sep Friday 12pm - 1pm Lower Napier, LG24, Teaching Room
7 Oct - 28 Oct Friday 12pm - 1pm Lower Napier, LG24, Teaching Room
21892 TU05 25 9 1 Aug - 12 Sep Monday 1pm - 2pm Lower Napier, LG23, Teaching Room
3 Oct - 24 Oct Monday 1pm - 2pm Lower Napier, LG23, Teaching Room
21893 TU04 25 13 2 Aug - 13 Sep Tuesday 12pm - 1pm Barr Smith South, 2052, Teaching Room
4 Oct - 25 Oct Tuesday 12pm - 1pm Barr Smith South, 2052, Teaching Room
21896 TU01 25 16 3 Aug - 14 Sep Wednesday 3pm - 4pm Napier, 108, Teaching Room
5 Oct - 26 Oct Wednesday 3pm - 4pm Napier, 108, Teaching Room
29504 TU12 25 14 2 Aug - 13 Sep Tuesday 5pm - 6pm MyUni, OL, Online Class
4 Oct - 25 Oct Tuesday 5pm - 6pm MyUni, OL, Online Class
Note: This class is for offshore/interstate students only. Please refer to MyUni for details once enrolled.
29505 TU11 25 21 1 Aug - 12 Sep Monday 5pm - 6pm MyUni, OL, Online Class
3 Oct - 24 Oct Monday 5pm - 6pm MyUni, OL, Online Class
Note: This class is for offshore/interstate students only. Please refer to MyUni for details once enrolled.
Automatic Enrolment Class: Lecture
Class Nbr Section Size Available Dates Days Time Location
21886 LE01 175 107 25 Jul - 12 Sep Monday 10am - 12pm Barr Smith South, 3029, Flentje Lecture Theatre
3 Oct - 24 Oct Monday 10am - 12pm Barr Smith South, 3029, Flentje Lecture Theatre
Note: This class will be recorded during the face-to-face session. See recording in MyUni after the scheduled session.