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Portfolio Management and Valuation - AFCL801

This unit equips students to apply an advanced body of finance knowledge to a range of contexts. The unit commences with an individual investor's perspective and then progresses to the viewpoint of a professional funds manager. This enables the student to develop the ideas of portfolio theory, asset pricing and behavioural finance. The unit continues with a security analysts’ perspective to address the broad question of how to value enterprises and then drills down to security valuation, financial statement and cash flow analysis. Lastly we shift the focus to that of a derivatives trader to explore the pricing of forwards and options and employing these derivatives to achieve desired asset allocation exposures.

The unit emphasises an applied orientation for the major techniques and themes to be further extended and developed across the Masters program. It represents the essential pre-requisite knowledge for all other core units and elective streams.

Credit Points: 4
When Offered:

AFC September Beijing - Offshore students only

Staff Contact(s): Dr Casey Lim, Mr Dan Daugaard

Admission to MAppFin (Beijing) Prerequisite Information


NCCW(s): AFCP801
Unit Designation(s):
Assessed As: Graded
Offered By:

Department of Applied Finance

Faculty of Business and Economics

Course structures, including unit offerings, are subject to change.
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