Course coordinator
Consultation hours will be provided via Blackboard.
All appointments outside of office hours are to be scheduled via email.
Provides students with techniques for evaluating investments on an individual basis and in the context of portfolio. Techniques for analysing investments focus on maximising expected returns while minimising risk. The most powerful way to achieve this objective is by creating a portfolio of investments. Topics covered are Financial Statement Analysis, Markets and Instruments, Equity Investments, Debt Investments and Portfolio Management.
This course covers investments in the portfolios of institutional and individual investors, including equity, debt, private equity, and managed funds. Topics include financial markets, portfolio theory, and asset valuation. A course objective is to help you develop skills in valuing assets, making investment choices, and forming investment portfolios.
This course has been designed specifically for the BAFE program and has been iteratively improved over the past six years. This course is designed around a large authentic company valuation team project. This experience aims to replicate the experience of an intern or first year analyst. This course is often considered a challenging experience, but we provide a lot of support to students through workshops, tutorials and consultation, all tutors have previously completed this course and helped to improve its design.
You'll need to complete the following courses before enrolling in this one:
FINM2411 or 2415 or 3401
You can't enrol in this course if you've already completed the following:
FINM2416 or 3402 or 7403
Restricted to students enrolled in the BAdvFinEcon(Hons) and BCom(Hons) programs
Consultation hours will be provided via Blackboard.
All appointments outside of office hours are to be scheduled via email.
The timetable for this course is available on the UQ Public Timetable.
Please note: Teaching staff do not have access to the timetabling system to help with class allocation. Therefore, should you need help with your timetable and/or allocation of classes, please ensure you emailᅠbusiness.mytimetable@uq.edu.auᅠfrom your UQ student email account with the following details:
This course aims to provide students with a solid grounding in the key components of investment analysis and portfolio construction. The skills developed in this course will enable students to determine the value of various assets, evaluate the investment decision and determine whether the trade-off between the anticipated return andᅠthe anticipated risk is worth investing in. Students should also achieve the ability to value investments in the context of a portfolio and quantify the contribution they make to the return and risk of a portfolio. These skills will be further developed and expanded in subsequent courses.
After successfully completing this course you should be able to:
LO1.
Analyse financial data in order to assess a particular investment or investment strategy (including conducting a valuation of an investment).
LO2.
Complete authentic investment analysis and have the confidence, creativity and resilience to deal with common industry challenges.
LO3.
Work effectively in a team environment completing an authentic investment analysis and making a recommendation.
LO4.
Have the confidence to engage effectively with industry and to persuasively communicate complex ideas verbally and in writing.
LO5.
Evaluate empirical evidence on market efficiency (globally, over decades) and foresee the implications for investment and portfolio management.
LO6.
Understand, assess and have formed a view of the social and ethical trends that are impacting investment markets.
LO7.
Describe techniques for portfolio creation, select and calculate the appropriate techniques to measure portfolio performance.
Category | Assessment task | Weight | Due date |
---|---|---|---|
Paper/ Report/ Annotation, Portfolio, Tutorial/ Problem Set |
Tutorial Tasks
|
20% |
Tutorial Task 1 5/08/2024 1:00 pm Tutorial Task 2 12/08/2024 1:00 pm Tutorial Task 3 19/08/2024 1:00 pm Tutorial Task 4 26/08/2024 1:00 pm Tutorial Task 5 9/09/2024 1:00 pm
The tutorial tasks are due on the Monday after the tutorials are held. Therefore you have the week, the weekend and Monday mornings to work on the tutorial tasks. |
Examination |
In-Semester Exam
|
15% |
26/08/2024 - 30/08/2024
More information about the exam timetable will be shared in class and via the course Blackboard site. |
Paper/ Report/ Annotation, Practical/ Demonstration, Presentation, Product/ Design, Reflection |
Investment Valuation Project and Presentation
|
65% (Team 50%; Individual 15%) |
Written Report, Excel Model, Presentation Slides 10/10/2024 2:00 pm Team Presentations 8:00 - 18:30 11/10/2024 Reflection Journal 25/10/2024 5:00 pm |
Participation/ Student contribution |
Formative Peer Assessment
|
Week 13
During Class |
Tutorial Task 1 5/08/2024 1:00 pm
Tutorial Task 2 12/08/2024 1:00 pm
Tutorial Task 3 19/08/2024 1:00 pm
Tutorial Task 4 26/08/2024 1:00 pm
Tutorial Task 5 9/09/2024 1:00 pm
The tutorial tasks are due on the Monday after the tutorials are held.
Therefore you have the week, the weekend and Monday mornings to work on the tutorial tasks.
Weeks 2-7 you will be required to complete tutorial tasks that will assist you in preparing for the team assignment.
This assessment task evaluates students' abilities, skills and knowledge without the aid of generative Artificial Intelligence (AI) or Machine Translation (MT). Students are advised that the use of AI or MT technologies to develop responses is strictly prohibited and may constitute student misconduct under the Student Code of Conduct.
You may be able to apply for an extension.
A penalty of 10% of the maximum possible mark will be deducted per 24 hours from time submission is due for up to 7 days. After 7 days, you will receive a mark of 0.
26/08/2024 - 30/08/2024
More information about the exam timetable will be shared in class and via the course Blackboard site.
This is a multiple choice exam. More information about the In-Semester Exam will be shared in class and posted to the course Blackboard site.
This assessment task evaluates students' abilities, skills and knowledge without the aid of generative Artificial Intelligence (AI) or Machine Translation (MT). Students are advised that the use of AI or MT technologies to develop responses is strictly prohibited and may constitute student misconduct under the Student Code of Conduct.
Planning time | 10 minutes |
---|---|
Duration | 120 minutes |
Calculator options | (In person) Casio FX82 series or UQ approved , labelled calculator only |
Open/closed book | Closed Book examination - no written materials permitted |
Exam platform | Learn.UQ |
Invigilation | Invigilated in person |
You may be able to defer this exam.
Exams submitted after the end of the submission time will incur a late penalty.
Written Report, Excel Model, Presentation Slides 10/10/2024 2:00 pm
Team Presentations 8:00 - 18:30 11/10/2024
Reflection Journal 25/10/2024 5:00 pm
The investment valuation project and presentation assessment score comprises the aggregate score of four separately graded components:
Submit through Turnitin in the Blackboard Assessment link.
You may be able to apply for an extension.
A penalty of 10% of the maximum possible mark will be deducted per 24 hours from time submission is due for up to 7 days. After 7 days, you will receive a mark of 0.
Week 13
During Class
This will be conducted in class as a formative assessment so that everyone is familiar with the peer assessment method.
This will not count to your final grade.
You cannot defer or apply for an extension for this assessment.
Full criteria for each grade is available in the Assessment Procedure.
Grade | Cut off Percent | Description |
---|---|---|
1 (Low Fail) | 0 - 29 |
Absence of evidence of achievement of course learning outcomes. |
2 (Fail) | 30 - 46 |
Minimal evidence of achievement of course learning outcomes. |
3 (Marginal Fail) | 47 - 49 |
Demonstrated evidence of developing achievement of course learning outcomes |
4 (Pass) | 50 - 64 |
Demonstrated evidence of functional achievement of course learning outcomes. |
5 (Credit) | 65 - 74 |
Demonstrated evidence of proficient achievement of course learning outcomes. |
6 (Distinction) | 75 - 84 |
Demonstrated evidence of advanced achievement of course learning outcomes. |
7 (High Distinction) | 85 - 100 |
Demonstrated evidence of exceptional achievement of course learning outcomes. |
Grades will be allocated according to University-wide standards of criterion-based assessment.
Supplementary assessment is available for this course.
You'll need the following resources to successfully complete the course. We've indicated below if you need a personal copy of the reading materials or your own item.
Library resources are available on the UQ Library website.
The learning activities for this course are outlined below. Learn more about the learning outcomes that apply to this course.
Filter activity type by
Learning period | Activity type | Topic |
---|---|---|
Week 1 |
Not Timetabled |
Team Work MOOC (Self Directed Learning) EdEx - Working in Teams: A Practical Guide Learning outcomes: L03 |
Lecture |
Macro & industry Analysis Learning outcomes: L01, L03, L04 |
|
Week 2 |
Tutorial |
Weekly Tutorial 1 Learning outcomes: L01, L02, L03, L04 |
Lecture |
Financial Statement Analysis Learning outcomes: L01, L03, L04 |
|
Week 3 |
Tutorial |
Weekly Tutorial 2 Learning outcomes: L01, L02, L03, L04 |
Lecture |
Equity Valuation Learning outcomes: L01, L03, L04 |
|
Week 4 |
Tutorial |
Weekly Tutorial 3 Royal Queensland Show Public Holiday - Wednesday 14 Aug 2024 - Check Blackboard for announcements about affected classes. Learning outcomes: L01, L02, L03, L04 |
Lecture |
Debt & Credit Learning outcomes: L01, L03, L04 |
|
Week 5 |
Tutorial |
Weekly Tutorial 4 Learning outcomes: L01, L02, L03, L04 |
Lecture |
Portfolio Theory & Performance Evaluation Learning outcomes: L01, L05, L07 |
|
Week 6 |
Tutorial |
Weekly Tutorial 5 Learning outcomes: L01, L02, L03, L04 |
Lecture |
EMH, BF & Impact Investing Learning outcomes: L05, L06 |
|
Lecture |
In-Semester Exam More information about the in-semester exam will be shared in class and via the course Blackboard site. Learning outcomes: L01, L05, L06, L07 |
|
Multiple weeks From Week 7 To Week 9 |
Lecture |
Team Progress Meetings |
Week 7 |
Tutorial |
Weekly Tutorial 6 Learning outcomes: L01, L02, L03, L04 |
Week 8 |
Tutorial |
Weekly Tutorial 7 Learning outcomes: L01, L02, L03, L04 |
Week 9 |
Tutorial |
Weekly Tutorial 8 Learning outcomes: L01, L02, L03, L04 |
Mid Sem break |
No student involvement (Breaks, information) |
In-Semester Break No Classes during In-Semester break. |
Week 10 |
Tutorial |
Weekly Tutorial 9 Learning outcomes: L01, L02, L03, L04 |
Lecture |
Team Project Progress Meeting Learning outcomes: L01, L02, L03, L04 |
|
Week 11 |
Tutorial |
Weekly Tutorial 10 King's Birthday Public Holiday - Monday 7 Oct 2024 - Check Blackboard for announcements about affected classes. Learning outcomes: L01, L02, L03, L04 |
Lecture |
Assignment Presentations No Seminars - Presentations on Friday Week 13 Learning outcomes: L02, L03, L04 |
|
Week 12 |
Tutorial |
Weekly Tutorial 11 Learning outcomes: L01, L02, L03, L04 |
Week 13 |
Tutorial |
Weekly Tutorial 12 Learning outcomes: L01, L02, L03, L04 |
Revision week |
Workshop |
Assessment Feedback Sessions To take place during SWOTVAC |
Sustainable Development Goals
This course integrates the following Sustainable Development Goals (SDGs) through lectures and assessment.
Goal 3: Good health and well-being
Goal 5: Gender equality and women’s empowerment
Goal 6: Clean water and sanitation
Goal 7: Affordable and clean energy
Goal 8: Decent work and economic growth
Goal 9: Industries, innovation and infrastructure
Goal 11: Sustainable cities and communities
Goal 12: Responsible consumption and production
University policies and procedures apply to all aspects of student life. As a UQ student, you must comply with University-wide and program-specific requirements, including the:
Learn more about UQ policies on my.UQ and the Policy and Procedure Library.