FIN306 Applied Portfolio Management

This subject is a must for any student looking to build their knowledge and experience in the investment world. Utilising industry-leading theory and techniques, students will gain a practical understanding of the key issues facing today’s portfolio manager.

The learning experience will be complemented by a simulated group task that will look to assess a student’s research and reasoning prowess. With mock investment committees students will be tasked with simulated and real-world investment research and decision-making assignments. This will provide an important, practical element to students’ overall learning experience.

This subject contributes to the investment analysis major.

For more information, please refer to the subject outline.

  • Learning outcomes
    • On successful completion of this subject, a student will be able to demonstrate an ability to:

      1. Forecast asset class returns to assess their utility in portfolio management
      2. Critically evaluate the different asset allocation approaches and techniques
      3. Analyse the role that behavioural finance plays in the investment management process
      4. Assess the objectives and constraints of individual investors to construct an investment policy strategy
      5. Compare the investment objectives of the different types of institutional investors and evaluate their respective decision making processes
      6. Critically analyse the issues that fund managers face in managing portfolios.
  • Subject content
    • Topic Title
      Topic 1 Setting capital market expectations
      Topic 2 Asset allocation in practice
      Topic 3 Behavioural finance and portfolio management
      Topic 4 Portfolio management issues for individual investors
      Topic 5 Portfolio management issues in a global context
      Topic 6 Portfolio management issues for institutional investors
      Topic 7 Portfolio management execution
      Topic 8 Applied techniques in performance measurement

  • Assessment
    • Assessment Type Assessed Weighting
      Task 1 research brief
      Group Task 1 Committee Meeting
      Week 4
      Week 6
      Task 2 research brief
      Group Task 2 Committee Meeting
      Week 8
      Week 10
      Examination Week 12 40%

      Click here for an assessment timetable.

      Note: Due to the group tasks there must be sufficient enrolment numbers in order to offer this subject. Should the required numbers not be reached Kaplan Professional will advise students as soon as possible to discuss alternative subject enrolments.  

  • 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)).

      Kaplan recommends that you complete the following Kaplan Online subject (or have a thorough working knowledge of the content) prior to enrolling in this unit:

  • 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.