Abstract
This subject examines the construction, management and protection of an investment fund in the contemporary financial environment. Students will apply their learning from previous finance subjects to the process of managing an international portfolio comprising both financial and real assets. Students will also examine institutional aspects of the managed fund … For more content click the Read More button below.
Syllabus
The process of portfolio management.Setting portfolio objectives.Application of diversification theory.International diversification.Incorporating real assets into a portfolio.Equity and debt selection and security screening.Rebalancing equity and debt portfolios.Benchmarking investment portfolios.Hedging of portfolio comprised of equities.Hedging of portfolio comprised of debt securities.
Learning outcomes
Upon successful completion of this subject, students should:
1.
Be able to establish portfolio objectives with respect to risk and return and construct investment portfolios that best meet these objectives;
2.
Be able to apply portfolio management techniques to restructure portfolios in light of new information or revised objectives;
3.
Be able to implement various techniques to preserve and enhance portfolio returns;
4.
Be able to gain an appreciation of a range of contemporary issues in portfolio management and acquire knowledge of the institutional framework of the funds management sector.
Assumed knowledge
FIN221 and FIN230