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This course examines investments and portfolio management from both a theoretical and practical perspective. Emphasis is placed on the development of the skills and competencies required to succeed as an investment professional, especially those related to investment analysis and portfolio formation and management. Topics covered include portfolio and capital market theory, asset pricing, equity valuation, efficient markets theory, portfolio creation, and other aspects of portfolio management.
Upon successful completion of the course students will be able to:a. Be able to develop key components of an investment policy statementb. Demonstrate an understanding of major investment media and quantify and evaluate their risks and returns.c. Understand the theoretical basis and practical implementations of widely-used asset pricing theories.d. Define valuation and intrinsic value and explain possible sources of perceived mispricinge. Calculate the recommended value (price) of equity and justify a buy or sell recommendationf. Illustrate the broad criteria for choosing an appropriate approach for valuing a particular companyg. Quantify financial risk and evaluate investment performance.h. Achieve a higher standard of professional excellence while mastering methods to analyze ethical dilemmasi. Develop critical thinking and problem-solving skills, and be able to apply advanced knowledge to make investment decisions
This course will provide students with an opportunity to develop the Graduate Attributes specified below:
Critically competent in a core academic discipline of their award
Students know and can critically evaluate and, where applicable, apply this knowledge to topics/issues within their majoring subject.
Employable, innovative and enterprising
Students will develop key skills and attributes sought by employers that can be used in a range of applications.
Globally aware
Students will comprehend the influence of global conditions on their discipline and will be competent in engaging with global and multi-cultural contexts.
Subject to approval of Head of Department
FINC311
Students must attend one activity from each section.
Huong Dang
Domestic fee $1,066.00
International Postgraduate fees
* All fees are inclusive of NZ GST or any equivalent overseas tax, and do not include any programme level discount or additional course-related expenses.
For further information see Department of Economics and Finance .