Unit convenor and teaching staff |
Unit convenor and teaching staff
Unit Convenor
Dr.Tano Pelosi
Unit Convenor
Aaron Minney
Paul Marevich
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Credit points |
Credit points
10
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Prerequisites |
Prerequisites
Admission to MAppFin or GradDipAppFin
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Corequisites |
Corequisites
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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. |
Information about important academic dates including deadlines for withdrawing from units are available at https://www.mq.edu.au/study/calendar-of-dates
On successful completion of this unit, you will be able to:
Late Assessment Submission Penalty (written assessments)
Unless a Special Consideration request has been submitted and approved, a 5% penalty (of the total possible mark) will be applied each day a written assessment is not submitted, up until the 7th day (including weekends). After the 7th day, a grade of ‘0’ will be awarded even if the assessment is submitted. Submission time for all written assessments is set at 11.55pm. A 1-hour grace period is provided to students who experience a technical concern.
For any late submissions of time-sensitive tasks, such as scheduled tests/exams, performance assessments/presentations, and/or scheduled practical assessments/labs, students need to submit an application for Special Consideration.
Name | Weighting | Hurdle | Due |
---|---|---|---|
Investment Management Case Study | 35% | No | Week 5 |
Lifecycle advice assignment | 35% | No | Week 10 |
Final assessment | 30% | No | Week 11 |
Assessment Type 1: Case study/analysis
Indicative Time on Task 2: 30 hours
Due: Week 5
Weighting: 35%
A case study report of up to 2,000 words including both quantitative and qualitative analysis.
Assessment Type 1: Quantitative analysis task
Indicative Time on Task 2: 20 hours
Due: Week 10
Weighting: 35%
Prepare and submit a report based on analysis of the data submitted using the lifecycle framework
Assessment Type 1: Practice-based task
Indicative Time on Task 2: 20 hours
Due: Week 11
Weighting: 30%
A time-constrained task based on scenarios. Open book.
1 If you need help with your assignment, please contact:
2 Indicative time-on-task is an estimate of the time required for completion of the assessment task and is subject to individual variation
Refer to ilearn
Preliminary Week: Review of Portfolio Theory - Pre-reading
Week 1: Overview of Investment Process
Week 2: Capturing Investment Opportunities - Factor Models & Quant Investing
Week 3: (Block Class): Asset Allocation - Hands-on Portfolio Construction
Week 4: Performance and Risk Measurement
Week 5: Institutional Investment Outlook
Week 6: Lifecycle Investing Concept
Week 7 (Block Class): Lifecycle Investment Modelling
Week 8: Life stage Case Studies
Week 9: Retirement Challenges
Week 10: Solutions to Retirement Challenges
Week 11: Exam
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Unit information based on version 2023.03 of the Handbook