BFF5270 Funds management
Faculty of Business and Economics
BFF5270 Funds management is a level 5, 6-credit-point, postgraduate unit from the Faculty of Business and Economics, offered in 2022 in Semester 1 and Semester 2 at Caulfield. It has no prerequisites.
- Credit points
- 6
- Offered in 2022
- Semester 1, Semester 2
- Caulfield
- Assessment
- Exam 50%
- and 1 other task
- Workload
- 144 hours
- per semester
This is the 2022 handbook entry. See the 2027 entry.
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Requisites
Before BFF5270
No prerequisites or corequisites besides the enrolment rules below.
After BFF5270
No unit lists BFF5270 as a prerequisite in the 2022 handbook.
Enrolment rules
You must be enrolled in course B4001, B5001, B6001, B6003, B6004, B6005 or S6001 to undertake this unit.
Overview
This unit focuses on funds management styles and philosophies; approaches to implementing investment strategies for funds design and decision making; practical allocation of assets across and within different markets (industries); market sector volatilities and risk management; and performance measurement. Current academic research and trends in the industry are also considered from local and global funds management perspectives.
The topics include:
- portfolio investment styles, philosophies, mandates and policies
- capital market expectations
- asset allocation and portfolio optimisation
- management of fixed income portfolios
- international diversification
- alternative investments
- quantitative portfolio factor models
- portfolio monitoring and rebalancing
- portfolio performance, attribution and evaluation.
Offerings in 2022
| Teaching period | Campus | Mode |
|---|---|---|
| First semester | Caulfield | On campus |
| Second semester | Caulfield | On campus |
Assessment
- Within semester assessment50%
- ExaminationThreshold hurdle50%
Learning outcomes
When you finish this unit, you should be able to:
- 1
demonstrate knowledge of the global funds management industry, its management philosophies, strategies and styles
- 2
compare and contrast approaches to funds design and decision making in terms of fund allocation, portfolio optimisation and portfolio monitoring, along with current trends in the funds management industry
- 3
develop skills of summarising, critically analysing and assessing, ranking, reporting and, presenting the current performance of funds managers
- 4
develop the capability to work effectively in a group and demonstrate effective research and problem solving skills to produce quality investment portfolio analysis
- 5
demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the rudiments of fund management both in theory and in practice as detailed in the unit.
Workload and teaching
- Lectures24 hours
- Tutorials12 hours
- Teaching approachActive learning
Minimum total expected workload to achieve the learning outcomes for this unit is 144 hours per semester typically comprising a mixture of scheduled learning activities and independent study. Independent study may include associated readings, assessment and preparation for scheduled activities. The unit requires on average three/four hours of scheduled activities per week. Scheduled activities may include a combination of teacher directed learning, peer directed learning and online engagement.
This unit engages students in actively applying their knowledge, skills and attributes in interactive, collaborative and reflective activities.
Learning resources
Technology resources
The only Faculty approved calculators permitted in tests and examinations for all Australian campuses and locations is the HP10bII+ or Casio FX82 (any suffix).
Contacts
- Chief Examiners
- Dr Amanda Nguyen
Common questions
What are the prerequisites for BFF5270?
BFF5270 has no prerequisites, but enrolment rules apply.
When is BFF5270 offered?
In 2022, BFF5270 runs in Semester 1 and Semester 2 at Caulfield.
How much work is BFF5270?
The handbook expects about 144 hours of study across the semester. No students have rated its difficulty yet.
Does BFF5270 have an exam?
Yes. The exam is worth 50% of the final mark, alongside 1 other task.