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.
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
Basic principles of finance.
- Understand the nature of risk/return trade-off and investor preferences for risk;
- Have knowledge of different asset classes and their characteristics;
- Understand the role of asset allocation in portfolio construction;
- Be competent in building an asset portfolio for self or client;
- Understand the taxation implications of different forms of financing and investment;
- Apply the principles of portfolio management;
- Understand the specific risks associated with the different asset classes;
- Consideration of the impact of the law as it relates to 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
Taxation Planning and Investments
Law of Investments
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.
|Case Study||2500 words||25%||N||Individual|
|Intra-session Exam||1.5 hours||25%||N||Individual|
|Final Exam||2 Hours||50%||Y||Individual|
- Gitman, L, Joehnk, M, Smart, S, Juchau, R, Ross, D & Wright, S 2011, Fundamentals of investing, 3rd edn, Pearson Australia.
2022 Semester 1
Parramatta City - Macquarie St
Subject Contact Amanda Craft Opens in new window