FINC 2002 Personal Asset Management

Credit Points 10

Legacy Code 200265

Coordinator Amanda Craft Opens in new window

Description This unit provides students with necessary knowledge and skills to construct and manage a portfolio of personal assets. Emphasis is placed on how the individual, rather than the firm, approaches financing and investing decisions. The unit will consider the theories of portfolio construction, concepts of investment risk, return and diversification, matching asset allocation based on client's individual risk profile, design and management of a personal investment portfolio and the law as it relates to investments.

School Business

Student Contribution Band HECS Band 4 10cp

Check your HECS Band contribution amount via the Fees page.

Level Undergraduate Level 2 subject

Incompatible Subjects LGYB 6459 - Investments

Assumed Knowledge

Basic principles of finance.

Learning Outcomes

On successful completion of this subject, students should be able to:
  1. Understand the nature of risk/return trade-off and investor preferences for risk;
  2. Have knowledge of different asset classes and their characteristics;
  3. Understand the role of asset allocation in portfolio construction;
  4. Be competent in building an asset portfolio for self or client;
  5. Understand the taxation implications of different forms of financing and investment;
  6. Apply the principles of portfolio management;
  7. Understand the specific risks associated with the different asset classes;
  8. Consideration of the impact of the law as it relates to investments.

Subject Content

The role and scope of investments
Investment risk, return and diversification
Modern portfolio concepts
Portfolio design including asset allocation and risk profiling
Asset Classes ? Equity, Cash and Fixed Interest, Property, Internationals
Direct Investment
Indirect Investment
Taxation Planning and Investments
Law of Investments
Portfolio management

Assessment

The following table summarises the standard assessment tasks for this subject. Please note this is a guide only. Assessment tasks are regularly updated, where there is a difference your Learning Guide takes precedence.

Item Length Percent Threshold Individual/Group Task
Case Study 2500 words 25% N Individual
Intra-session Exam 1.5 hours 25% N Individual
Final Exam 2 Hours 50% Y Individual

Prescribed Texts

  • Gitman, L, Joehnk, M, Smart, S, Juchau, R, Ross, D & Wright, S 2011, Fundamentals of investing, 3rd edn, Pearson Australia.

Teaching Periods

2022 Semester 1

Parramatta City - Macquarie St

Day

Subject Contact Amanda Craft Opens in new window

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