Mini Map

Investments and portfolio management

BFF3121

Synopsis

This unit explores the conceptual foundations of investment and portfolio management with a focus on using various investment strategies and techniques, including valuation models. You will learn how to analyse and measure portfolio performance against major benchmarks. In addition you will learn the relevancy of CFAI standards and ethics which are crucial for professional accreditation.

Sourced from the Monash Handbook 2026.

Quick facts

Credit points
6
Level
3
Audience
Undergraduate
Type
Coursework
School
Faculty of Business and Economics
Faculty
Department of Banking and Finance
Handbook year
2026

Prerequisites (5)

What it unlocks (1)

Offerings (2)

  • First semesterCaulfield · FLEXIBLE
  • Second semesterCaulfield · FLEXIBLE

Listed in 4 areas of study

  • Banking and financeCore units
  • Banking and financeCore units
  • Business analytics and statisticsAdditional specified discipline electives
  • Financial econometricsAdditional financial econometrics units