Students

AFCP8145 – Advanced Investment Management

2021 – Term 2, Infrequent attendance, City

Notice

As part of Phase 3 of our return to campus plan, most units will now run tutorials, seminars and other small group activities on campus, and most will keep an online version available to those students unable to return or those who choose to continue their studies online.

To check the availability of face-to-face and online activities for your unit, please go to timetable viewer. To check detailed information on unit assessments visit your unit's iLearn space or consult your unit convenor.

General Information

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Unit convenor and teaching staff Unit convenor and teaching staff
Dan Daugaard
Contact via Email
Aaron Minney
Contact via Email
Credit points Credit points
10
Prerequisites Prerequisites
Admission to Master of Applied Finance or Graduate Diploma of Applied Finance
Corequisites Corequisites
Co-badged status Co-badged status
Unit description Unit description

This unit connects the "Why" to the "How" of investment Management. It applies strategies and techniques employed by successful investment managers for investing to match the required outcomes for these investments, particularly in the accumulation and retirement phases of the superannuation and retirement industry.

Important Academic Dates

Information about important academic dates including deadlines for withdrawing from units are available at https://students.mq.edu.au/important-dates

Learning Outcomes

On successful completion of this unit, you will be able to:

  • ULO1: Explain the tools and techniques used by industry participants to construct investment portfolios to meet long term objectives.
  • ULO2: Critically evaluate investment management strategies and solutions and their impact on objectives over time.
  • ULO3: Develop and defend recommended investment management strategy solution(s) and judgement(s).

General Assessment Information

Late submissions and extensions

Tasks 10% or less – No extensions will be granted. Students who have not submitted the task prior to the deadline will be awarded a mark of 0 for the task, except for cases in which an application for special consideration is made and approved.

Tasks above 10% - No extensions will be granted. There will be a deduction of 10% of the total available marks made from the total awarded mark for each 24 hour period or part thereof that the submission is late (for example, 25 hours late in submission – 20% penalty). This penalty does not apply for cases in which an application for special consideration is made and approved. No submission will be accepted after solutions have been posted.

Assessment Tasks

Name Weighting Hurdle Due
Investment Management Case Study 35% No Refer to iLearn
Lifecycle advice assignment 35% No Refer to iLearn
Final assessment 30% No Refer to iLearn

Investment Management Case Study

Assessment Type 1: Case study/analysis
Indicative Time on Task 2: 30 hours
Due: Refer to iLearn
Weighting: 35%

 

A case study report of up to 2,000 words including both quantitative and qualitative analysis.

 


On successful completion you will be able to:
  • Explain the tools and techniques used by industry participants to construct investment portfolios to meet long term objectives.
  • Critically evaluate investment management strategies and solutions and their impact on objectives over time.
  • Develop and defend recommended investment management strategy solution(s) and judgement(s).

Lifecycle advice assignment

Assessment Type 1: Quantitative analysis task
Indicative Time on Task 2: 20 hours
Due: Refer to iLearn
Weighting: 35%

 

Prepare and submit a report based on analysis of the data submitted using the lifecycle framework

 


On successful completion you will be able to:
  • Explain the tools and techniques used by industry participants to construct investment portfolios to meet long term objectives.
  • Critically evaluate investment management strategies and solutions and their impact on objectives over time.
  • Develop and defend recommended investment management strategy solution(s) and judgement(s).

Final assessment

Assessment Type 1: Practice-based task
Indicative Time on Task 2: 20 hours
Due: Refer to iLearn
Weighting: 30%

A time-constrained task based on scenarios. Open book.


On successful completion you will be able to:
  • Explain the tools and techniques used by industry participants to construct investment portfolios to meet long term objectives.
  • Critically evaluate investment management strategies and solutions and their impact on objectives over time.
  • Develop and defend recommended investment management strategy solution(s) and judgement(s).

1 If you need help with your assignment, please contact:

  • the academic teaching staff in your unit for guidance in understanding or completing this type of assessment
  • the Learning Skills Unit for academic skills support.

2 Indicative time-on-task is an estimate of the time required for completion of the assessment task and is subject to individual variation

Delivery and Resources

Refer to iLearn

Unit Schedule

Refer to iLearn

Policies and Procedures

Macquarie University policies and procedures are accessible from Policy Central (https://staff.mq.edu.au/work/strategy-planning-and-governance/university-policies-and-procedures/policy-central). Students should be aware of the following policies in particular with regard to Learning and Teaching:

Students seeking more policy resources can visit the Student Policy Gateway (https://students.mq.edu.au/support/study/student-policy-gateway). It is your one-stop-shop for the key policies you need to know about throughout your undergraduate student journey.

If you would like to see all the policies relevant to Learning and Teaching visit Policy Central (https://staff.mq.edu.au/work/strategy-planning-and-governance/university-policies-and-procedures/policy-central).

Student Code of Conduct

Macquarie University students have a responsibility to be familiar with the Student Code of Conduct: https://students.mq.edu.au/admin/other-resources/student-conduct

Results

Results published on platform other than eStudent, (eg. iLearn, Coursera etc.) or released directly by your Unit Convenor, are not confirmed as they are subject to final approval by the University. Once approved, final results will be sent to your student email address and will be made available in eStudent. For more information visit ask.mq.edu.au or if you are a Global MBA student contact globalmba.support@mq.edu.au

Student Support

Macquarie University provides a range of support services for students. For details, visit http://students.mq.edu.au/support/

Learning Skills

Learning Skills (mq.edu.au/learningskills) provides academic writing resources and study strategies to help you improve your marks and take control of your study.

The Library provides online and face to face support to help you find and use relevant information resources. 

Student Enquiry Service

For all student enquiries, visit Student Connect at ask.mq.edu.au

If you are a Global MBA student contact globalmba.support@mq.edu.au

Equity Support

Students with a disability are encouraged to contact the Disability Service who can provide appropriate help with any issues that arise during their studies.

IT Help

For help with University computer systems and technology, visit http://www.mq.edu.au/about_us/offices_and_units/information_technology/help/

When using the University's IT, you must adhere to the Acceptable Use of IT Resources Policy. The policy applies to all who connect to the MQ network including students.