MAF307 - Equities and Investment Analysis
Unit details
| Year | 2025 unit information |
|---|---|
| Enrolment modes: | Trimester 1: Burwood (Melbourne), Online Trimester 2: Burwood (Melbourne), Waterfront (Geelong), Online |
| Credit point(s): | 1 |
| EFTSL value: | 0.125 |
| Unit Chair: | Trimester 1: Saikat Sovan Deb Trimester 2: Annette Nguyen |
| Prerequisite: | MAF101 and one unit in (MAF202, MAA255, MAF255) |
| Corequisite: | Nil |
| Incompatible with: | MAF207 |
| Educator-facilitated (scheduled) learning activities - on-campus unit enrolment: | 1 x 2 hour on-campus lecture (recordings provided) and 1 x 1 hour on-campus seminar each week |
| Educator-facilitated (scheduled) learning activities - online unit enrolment: | 1 x 2 hour recorded lecture and 1 x 1 hour online seminar (recordings provided) each week |
| Typical study commitment: | Students will on average spend 150 hours over the teaching period undertaking the teaching, learning and assessment activities for this unit. This will include educator guided online learning activities within the unit site. |
Content
This unit focuses on the concept of risk, return and capital allocation in equity markets. Students will be introduced to modern portfolio theories, asset pricing models, valuation of securities and portfolio performance evaluation.
Learning Outcomes
| ULO | These are the Unit Learning Outcomes (ULOs) for this unit. At the completion of this unit, successful students can: | Alignment to Deakin Graduate Learning Outcomes (GLOs) |
|---|---|---|
| ULO1 | Define, differentiate and critically assess the role of various elements/participants of the investment environment, financial markets and financial instruments and managed funds. | GLO1: Discipline-specific knowledge and capabilities |
| ULO2 | Critically evaluate securities using fundamental analysis and historical financial data. | GLO1: Discipline-specific knowledge and capabilities |
| ULO3 | Apply mean variance analysis to create optimal risky portfolio and optimal complete portfolio. | GLO1: Discipline-specific knowledge and capabilities |
| ULO4 | Apply various asset pricing models for security analysis. | GLO1: Discipline-specific knowledge and capabilities |
| ULO5 | Compare and contrast different portfolio performance measures to critically assess performance of investment strategies. | GLO1: Discipline-specific knowledge and capabilities |
Assessment
| Assessment Description | Student output | Grading and weighting (% total mark for unit) | Indicative due week |
|---|---|---|---|
| Assessment 1: (Individual) Written Report (Analytical)
| 1000 words | 15% | Week 4 |
| Assessment 2: (Group of 3) Report (Analytical) | 3000 words | 35% | Week 9 |
| End-of-unit assessment task: Written | 2 hours | 50% | End-of-unit assessment period |
The assessment due weeks provided may change. The Unit Chair will clarify the exact assessment requirements, including the due date, at the start of the teaching period.
Hurdle requirement
Nil
Learning resource
The texts and reading list for MAF307 can be found via the University Library.
Note: Select the relevant trimester reading list. Please note that a future teaching period's reading list may not be available until a month prior to the start of that teaching period so you may wish to use the relevant trimester's prior year reading list as a guide only.
Unit Fee Information
Fees and charges vary depending on the type of fee place you hold, your course, your commencement year, the units you choose to study and their study discipline, and your study load.
Tuition fees increase at the beginning of each calendar year and all fees quoted are in Australian dollars ($AUD). Tuition fees do not include textbooks, computer equipment or software, other equipment or costs such as mandatory checks, travel and stationery.
For further information regarding tuition fees, other fees and charges, invoice due dates, withdrawal dates, payment methods visit our Current Students website.