Skip to Main Content
Catalogue Link
<a href="/ords/r/dev/fed_occ/home" class="t-Header-logo-link"><span class="apex-logo-text">Handbook</span></a>
Hidden Page Items
New
6
New
HE Unit Template
New
Investment and Portfolio Management
New
BUECO2302 - Investment and Portfolio Management
New
20260100
New
New
New
New
Course
New
Unit
New
New
2.2
New
New
2026-06-16
New
2026-06-16
New
Business
New
New
New
New
Institute of Innovation, Science & Sustainability
New
Business
New
Undergraduate
New
15
New
New
.125
New
081105
New
Investment and Securities
New
<a href="http://www.federation.edu.au/locate/unit/bueco2302">081105 - Investment and Securities</a>
New
Graded (e.g. HD, D, C, etc)
New
7
New
Bachelor Degree
New
Intermediate
New
New
New
New
1
New
New
New
New
New
false
New
New
New
<p>On completion of this unit students should be able to demonstrate an understanding of the conceptual foundations of modern portfolio theory, using pricing models and other techniques in the valuation of securities; appreciate the effect of market efficiency on the valuation process; measure portfolio risk and determine performance benchmarks; and be able to take an applied perspective on investment management and analysis in the Australian and International environment.</p>
New
New
<p>Topics may include:<br>
1.Overview of the Investment Environment <br>
2.How Securities are Traded<br>
3.Stock Valuation: Macroeconomic, Industry and Company Analysis<br>
4.Professionally Managed Investment Funds<br>
5.Principles of Portfolio Management:<br>
6.Optimal Portfolios<br>
7.Market Efficiency<br>
8.Fixed Income Securities<br>
9.Derivatives and Futures</p>
New
true
New
<p>Where supplementary assessment is available a student must have failed overall in the Unit but gained a final mark of 45 per cent or above, has completed all major assessment tasks (including all sub-components where a task has multiple parts) as specified in the Unit Description and is not eligible for any other form of supplementary assessment.</p>
New
true
Hidden Page Items
Semester
Semester
0200
Year
Year
2026
Current Year
2026
Breadcrumb Positioning
Handbook
BUECO2302 - Investment and Portfolio Management
Pseudo Breadcrumb
BUECO2302 - Investment and Portfolio Management
Breadcrumb Type
Unit
Catalogue Term and Year
Version Text
You are viewing a version for
Semester
Semester 1
Semester 2
Summer Semester
Year
2026
Download PDF
RDS Holder
Overview
Key information
Requisites
Learning outcomes
Assessment
FedTASK
Parent Region
Overview
Unit description
<p>On completion of this unit students should be able to demonstrate an understanding of the conceptual foundations of modern portfolio theory, using pricing models and other techniques in the valuation of securities; appreciate the effect of market efficiency on the valuation process; measure portfolio risk and determine performance benchmarks; and be able to take an applied perspective on investment management and analysis in the Australian and International environment.</p>
Unit content
<p>Topics may include:<br> 1.Overview of the Investment Environment <br> 2.How Securities are Traded<br> 3.Stock Valuation: Macroeconomic, Industry and Company Analysis<br> 4.Professionally Managed Investment Funds<br> 5.Principles of Portfolio Management:<br> 6.Optimal Portfolios<br> 7.Market Efficiency<br> 8.Fixed Income Securities<br> 9.Derivatives and Futures</p>
Key information
Institute / school:
Institute of Innovation, Science & Sustainability
Discipline:
Business
Study level:
Undergraduate
Credit points:
15
EFTSL:
0.125
Field of education:
<a href="http://www.federation.edu.au/locate/unit/bueco2302">081105 - Investment and Securities</a>
Offering:
<p><strong>Northern Hemisphere Semester 1</strong><p>Shenzhen Polytechnic (HE Partner)</p></p>
Grade scheme:
Graded (e.g. HD, D, C, etc)
Placement component:
No
Requisites
Prerequisite
<p>must have completed <a href="/ords/r/dev/fed_occ/course?p6_code=BUACC1000" target="_blank">BUACC1000</a> OR must have completed BUACC1508</p>
Corequisite
None
Exclusion
<p>must not have completed <a href="/ords/r/dev/fed_occ/course?p6_code=BUACC3721" target="_blank">BUACC3721</a></p>
Learning outcomes
Learning outcomes
<p>On successful completion of this unit, students are expected to gain the following [K]nowledge, [S]kills and [A]pplication of knowledge & skills</p>
Learning Outcomes
Ref
Outcome
K1
<p>Identify the overall investment process and the key elements involved in the investment process such as asset allocation and security selection</p>
K2
<p>Analyse and evaluate the various investment opportunities available to investors</p>
K3
<p>Describe modern portfolio theory</p>
K4
<p>Apply asset pricing models and valuation techniques to the valuation of assets</p>
K5
<p>Examine and comment on the recent developments in the field of investments</p>
S1
<p>Apply theoretical and practical knowledge to critically evaluate financial market information to measure risk and return and alternative investments</p>
S2
<p>Determine the appropriate mix of investments for optimal portfolio security.</p>
S3
<p>Calculate various quantitative analysis methods for investments</p>
S4
<p>Evaluate current and emerging issues in the field of investments</p>
A1
<p>Apply critical thinking and problem solving to activities dealing with investments and portfolio management</p>
A2
<p>Exercise critical thinking and judgement and apply it to assist in the decision making process for investments.</p>
Assessment
Learning Tasks and Assessment
Ref
Learning task
Assessment type
Weighting
Learning outcomes assessed
1
<p>Individual moodle test</p>
<p>Test</p>
<p>10-20%</p>
K1, K2, K5, S1, A1, A2
2
<p>Individual assignment comprising practical case scenario and/or essay question requiring research</p>
<p>Written Assignment</p>
<p>30-40%</p>
K1, K2, K3, K4, K5, S1, S2, S3, S4, A1, A2
3
<p>Comprehensive review of all topics/final examination.</p>
<p>Final Summative Assessment</p>
<p>50-60%</p>
K1, K2, K3, K4, K5, S1, S2, S3, S4, A1, A2
Supplementary assessment available:
Yes
Supplimentary assessment information:
<p>Where supplementary assessment is available a student must have failed overall in the Unit but gained a final mark of 45 per cent or above, has completed all major assessment tasks (including all sub-components where a task has multiple parts) as specified in the Unit Description and is not eligible for any other form of supplementary assessment.</p>
FedTASK
FedTASK
<p>Federation University recognises that students require key transferable employability skills to prepare them for their future workplace and society. FedTASKs (<strong>T</strong>ransferable <strong>A</strong>ttributes <strong>S</strong>kills and <strong>K</strong>nowledge) provide a targeted focus on five key, transferable Attributes, Skills, and Knowledge that are embedded within curriculum, developed gradually towards successful measures and interlinked with cross-discipline and co-operative learning opportunities.</p>
FedTASK
Description of FedTASK outcome
Level
FedTASK 1: Interpersonal
The ability to effectively communicate, interact and work with others both individually and in groups.
<p>Level 1 - Students require directions and boundaries from mentor</p>
FedTASK 2: Leadership
The ability to apply professional skills and behaviours in leading others.
<p>Level 2 - Student demonstrates some independence within provided guidelines</p>
FedTASK 3: Critical Thinking and Creativity
The ability to work in complexity and ambiguity using imagination to create new ideas.
<p>Level 3 - Student works independently with limited guidance or works within self-determined guidelines appropriate to context</p>
FedTASK 4: Digital Literacy
The ability to work fluently across a range of tools and applications to achieve a range of skills.
<p>Level 2 - Student demonstrates some independence within provided guidelines</p>
FedTASK 5: Sustainable and Ethical Mindset
The ability to consider and assess the consequences and impact of ideas and actions in enacting ethical and sustainable decisions.
<p>Level 2 - Student demonstrates some independence within provided guidelines</p>
Key information
Institute / school:
Institute of Innovation, Science & Sustainability
Discipline:
Business
Study level:
Undergraduate
Credit points:
15
EFTSL:
0.125
Field of education:
<a href="http://www.federation.edu.au/locate/unit/bueco2302">081105 - Investment and Securities</a>
Offering:
<p><strong>Northern Hemisphere Semester 1</strong><p>Shenzhen Polytechnic (HE Partner)</p></p>
Grade scheme:
Graded (e.g. HD, D, C, etc)
Placement component:
No
Disclaimer
<em>Information in the Federation Handbook is correct at the time of publication. The University reserves the right to alter any course, unit, procedure or fee.</em>
Additional information
Add Info Static Text
Internal reference: BUECO2302 - U2.2