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FIN206 Investment Management

This subject focuses on the investment management process, portfolio construction and performance measurement. It examines asset allocation approaches and the process of managing equities, fixed interest, property and alternative assets.

This is a compulsory subject in the investment management major.

For more information, please refer to the subject outline.

  • Learning outcomes
    • At the completion of this subject students should be able to:

      1. Analyse the processes involved in managing an investment portfolio.
      2. Explain the theoretical concepts underpinning investment management.
      3. Explain the process of asset allocation and portfolio construction.
      4. Assess manager selection and portfolio management styles.
      5. Analyse the characteristics and relative benefits of the various asset classes.
      6. Explain the features of international investment and its impact on portfolio management.
      7. Analyse absolute and relative performance metrics.
      8. Explain the impact of taxes and transaction costs on portfolio returns, trading and rebalancing decisions and portfolio performance
  • Subject content
    • Topic Title
      Topic 1 The investment management process
      Topic 2 Portfolio management theory revisited
      Topic 3 Asset allocation
      Topic 4 Managing an equity portfolio
      Topic 5 Managing a fixed interest portfolio
      Topic 6 Managing a property portfolio
      Topic 7 Managing an international asset portfolio
      Topic 8 Managing an alternative asset portfolio
      Topic 9 Performance measurement
      Topic 10 Tax and portfolio management

  • Assessment
  • Prerequisites
    • Students enrolling in a Masters level elective subject are assumed to have the pre-requisite knowledge in the three core subjects (FIN101, FIN102, FIN103 and FIN114 (for students enrolled before 2014)).

  • Course transition subject equivalence
    • Students who transition from a SIA/Finsia/Kaplan course and have completed the following subjects within the course completion time frame may not also complete the subjects:

      • E121 Fundamentals of Portfolio Management OR
      • E122 Applied Portfolio Management
      • FIN226 Investment Management
  • Reading list
    • There are no prescribed texts for this subject.

      Details of any required and further readings for this subject are provided in the subject room.  Purchase of any text other than a prescribed text is not required.