SMJ08077 Funds Management

Most individuals have direct involvement with the investment of their savings, especially in an economy where mandatory superannuation schemes are in place to encourage them to provide for their own retirement. As a consequence, a burgeoning funds management industry has developed worldwide to provide professional management for the ever-growing pool of investable funds. The appropriate allocation of this pool of capital is not only of critical importance to individual investors but also to the economic good of the general community.

The Funds Management sub-major provides participants with the opportunity to acquire knowledge of the application of finance theory and techniques to all of the major asset classes and also how these asset classes might be best combined within a overall portfolio to best meet the needs of single or multiple investors. Learning strategies that cover both contemporary financial theory and leading-edge techniques in the practice of investment decision making are the used in the presentation of the sub-major.

Completion requirements

25721 Investment Management 6cp
25728 Bond Portfolio Management 6cp
25729 Applied Portfolio Management 6cp
25741 Capital Markets 6cp
Total 24cp