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Investments (FNCE30001)
Undergraduate level 3Points: 12.5On Campus (Parkville)
To learn more, visit 2023 Course and subject delivery.
About this subject
- Overview
- Eligibility and requirements
- Assessment
- Dates and times
- Further information
- Timetable(opens in new window)
Contact information
Overview
Availability | Semester 1 Semester 2 |
---|---|
Fees | Look up fees |
This subject covers investment analysis, with emphasis on equity securities and fixed interest securities. The topics covered focus on issues fundamental to financial managers, money managers, risk managers, financial advisers and regulators. These topics include: fundamental ideas in asset pricing, modern portfolio theory, and their applications; equilibrium theories of asset pricing; empirical evidence on security returns; key issues in pricing fixed interest securities; and techniques in fixed interest portfolio management.
Intended learning outcomes
On successful completion of this subject students should be able to:
- Discuss core concepts in finance, including risk, return, risk premium and risk aversion;
- Analyse the portfolio selection problem, with emphasis on the mean variance framework;
- Critically evaluate theories of asset pricing and their applications in the pricing of securities;
- Analyse issues in the pricing of fixed interest securities and the management of portfolios;
- Apply investments knowledge to challenging and complex real-world scenarios.
Generic skills
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High level of development: problem solving; application of theory to practice; interpretation and analysis; critical thinking
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Moderate level of development: written communication; statistical reasoning; synthesis and evaluation of data and other information
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Some level of development: oral communication; collaborative learning; team work
Last updated: 11 April 2024
Eligibility and requirements
Prerequisites
Students must meet one of the following prerequisite options:
Option 1
FNCE20001 Business Finance
AND
One of
Code | Name | Teaching period | Credit Points |
---|---|---|---|
ECOM20001 | Econometrics 1 |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
ECON20003 | Quantitative Methods 2 |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
Summer Term (On Campus - Parkville)
|
12.5 |
MAST20004 | Probability |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
MAST20005 | Statistics |
Semester 2 (On Campus - Parkville)
Summer Term (Dual-Delivery - Parkville)
|
12.5 |
MAST20006 | Probability for Statistics | Semester 1 (On Campus - Parkville) |
12.5 |
MAST20018 | Discrete Maths and Operations Research | Semester 2 (On Campus - Parkville) |
12.5 |
MAST20029 | Engineering Mathematics |
Summer Term (Dual-Delivery - Parkville)
Semester 1 (On Campus - Parkville)
Semester 2 (On Campus - Parkville)
|
12.5 |
620-261 Introduction to Operations Research (2008 or earlier)
620-270 Applied Statistics
Option 2
Code | Name | Teaching period | Credit Points |
---|---|---|---|
FNCE20005 | Corporate Financial Decision Making |
Semester 1 (On Campus - Parkville)
Summer Term (On Campus - Parkville)
Semester 2 (On Campus - Parkville)
|
12.5 |
AND
One of
Code | Name | Teaching period | Credit Points |
---|---|---|---|
ECOM20001 | Econometrics 1 |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
ECON20003 | Quantitative Methods 2 |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
Summer Term (On Campus - Parkville)
|
12.5 |
MAST20005 | Statistics |
Semester 2 (On Campus - Parkville)
Summer Term (Dual-Delivery - Parkville)
|
12.5 |
MAST20004 | Probability |
Semester 2 (On Campus - Parkville)
Semester 1 (On Campus - Parkville)
|
12.5 |
MAST20006 | Probability for Statistics | Semester 1 (On Campus - Parkville) |
12.5 |
MAST20018 | Discrete Maths and Operations Research | Semester 2 (On Campus - Parkville) |
12.5 |
MAST20029 | Engineering Mathematics |
Summer Term (Dual-Delivery - Parkville)
Semester 1 (On Campus - Parkville)
Semester 2 (On Campus - Parkville)
|
12.5 |
620-261 Introduction to Operations Research (2008 or earlier)
620-270 Applied Statistics
Corequisites
Non-allowed subjects
Code | Name | Teaching period | Credit Points |
---|---|---|---|
ACTL30006 | Intermediate Financial Mathematics | Semester 2 (On Campus - Parkville) |
12.5 |
306-331 Investments
Inherent requirements (core participation requirements)
The University of Melbourne is committed to providing students with reasonable adjustments to assessment and participation under the Disability Standards for Education (2005), and the Assessment and Results Policy (MPF1326). Students are expected to meet the core participation requirements for their course. These can be viewed under Entry and Participation Requirements for the course outlines in the Handbook.
Further details on how to seek academic adjustments can be found on the Student Equity and Disability Support website: http://services.unimelb.edu.au/student-equity/home
Last updated: 11 April 2024
Assessment
Description | Timing | Percentage |
---|---|---|
Group Case Assignment write-up and presentation (normally 3-4 per group)
| From Week 4 to Week 6 | 5% |
Group Case Assignment write-up and presentation (normally 3-4 per group)
| From Week 8 to Week 10 | 10% |
Group Case Assignment write-up and presentation (normally 3-4 per group)
| From Week 11 to Week 12 | 10% |
Mid-semester test
| Mid semester | 25% |
End-of-semester examination
| During the examination period | 50% |
Last updated: 11 April 2024
Dates & times
- Semester 1
Principal coordinator Bryan Lim Mode of delivery On Campus (Parkville) Contact hours One 2-hour lecture and one 1-hour tutorial per week Total time commitment 170 hours Teaching period 27 February 2023 to 28 May 2023 Last self-enrol date 10 March 2023 Census date 31 March 2023 Last date to withdraw without fail 5 May 2023 Assessment period ends 23 June 2023 - Semester 2
Principal coordinator Patrick Kelly Mode of delivery On Campus (Parkville) Contact hours One 2-hour lecture and one 1-hour tutorial per week Total time commitment 170 hours Teaching period 24 July 2023 to 22 October 2023 Last self-enrol date 4 August 2023 Census date 31 August 2023 Last date to withdraw without fail 22 September 2023 Assessment period ends 17 November 2023
Time commitment details
170 hours
What do these dates mean
Visit this webpage to find out about these key dates, including how they impact on:
- Your tuition fees, academic transcript and statements.
- And for Commonwealth Supported students, your:
- Student Learning Entitlement. This applies to all students enrolled in a Commonwealth Supported Place (CSP).
Subjects withdrawn after the census date (including up to the ‘last day to withdraw without fail’) count toward the Student Learning Entitlement.
Last updated: 11 April 2024
Further information
- Texts
Prescribed texts
You will be advised of prescribed texts by your lecturer.
- Related Handbook entries
This subject contributes to the following:
Type Name Breadth Track Economics and Finance - Breadth options
This subject is available as breadth in the following courses:
- Bachelor of Arts
- Bachelor of Biomedicine
- Bachelor of Design
- Bachelor of Environments
- Bachelor of Fine Arts (Acting)
- Bachelor of Fine Arts (Animation)
- Bachelor of Fine Arts (Dance)
- Bachelor of Fine Arts (Film and Television)
- Bachelor of Fine Arts (Music Theatre)
- Bachelor of Fine Arts (Production)
- Bachelor of Fine Arts (Screenwriting)
- Bachelor of Fine Arts (Theatre)
- Bachelor of Fine Arts (Visual Art)
- Bachelor of Music
- Bachelor of Science
- Available through the Community Access Program
About the Community Access Program (CAP)
This subject is available through the Community Access Program (also called Single Subject Studies) which allows you to enrol in single subjects offered by the University of Melbourne, without the commitment required to complete a whole degree.
Entry requirements including prerequisites may apply. Please refer to the CAP applications page for further information.
- Available to Study Abroad and/or Study Exchange Students
This subject is available to students studying at the University from eligible overseas institutions on exchange and study abroad. Students are required to satisfy any listed requirements, such as pre- and co-requisites, for enrolment in the subject.
Last updated: 11 April 2024