BFC3241 Equities and Investment Analysis SEMESTER 2, 2022
Chief Examiner & Lecturer: Tutors:
• , Head Tutor
Topics include the mechanics of equity trading, equity analysis, portfolio theory, asset pricing models, market efficiency and behavioral finance, active portfolio performance evaluations, active and passive investments, including hedge funds and exchange-traded funds, and the CFA Institute code of ethics and standards of professional conduct.
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Workload Requirements
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.
Unit Learning Outcomes
On successful completion of this unit, you should be able to:
1. examine the nature of different asset classes and the ways in which professional
managers incorporate and manage asset classes;
2. apply various techniques to analyse and select equities in equity investment;
3. understand the skills and techniques used by professionals who are involved in funds
management, and wealth creation;
4. understand the importance of professional investment in wealth creation;
5. understand the importance of ethical practices by investment professionals and the
CFA Institute code of ethics and standards of professional conduct; and,
6. apply critical thinking, problem solving and presentation skills to individual and/or
group activities dealing with equities and investment analysis and demonstrate in an individual summative assessment task the acquisition of a comprehensive understanding of the topics covered by BFC3241.
Topic and Assessment Schedule: Week Weekly Topic
1 How Markets Work
2 Portfolio Theory
3 Asset Pricing Models
4 Equity Analysis I: Technical Skills
5 Equity Analysis II: Big Picture + Market Efficiency I
6 Market Efficiency II
7 Behavioral Finance
8 Investment Vehicles I: Passive Investments
9 Investment Vehicles II: Active Investments
10 Portfolio Management
11 CFA Code of Ethics and Prof Standards
12 Course Overview
Assessment (All Online)
Quiz 1 released Wed 9:00 am
Quiz 2 released Wed 9:00 am
Quiz 3 released Wed 9:00 am
Quiz 4 released Wed 9:00 am
Mid-sem test Tue 5:00-6:00 pm
Quiz 5 released Wed 9:00 am
Quiz 6 released Wed 9:00 am
Quiz 7 released Wed 9:00 am
Quiz 8 released Wed 9:00 am
Quiz 9 released Wed 9:00 am
Quiz 10 released Wed 9:00 am
Final exam TBA
Week 2 Wed 11:59 pm
Week 3 Wed 11:59 pm
Week 4 Wed 11:59 pm
Week 5 Wed 11:59 pm
Immediately
Week 7 Wed 11:59 pm
Week 8 Wed 11:59 pm
Week 9 Wed 11:59 pm
Week 10 Wed 11:59 pm
Week 11 Wed 11:59 pm
Week 12 Wed 11:59 pm
Assessment Summary (All Individual)
Assessment Task
Weekly online quizzes (10 in total)
Mid-semester online test Final examination
Prescribed Text and Readings
Value When?
15% Ongoing (1.5% each)
35% Week 6 (1st hour of lecture time)
50% To be advised
Learning Outcomes Assessed
1, 2, 3, 4, 5, 6
1, 2, 3, 6 1, 2, 3, 4, 5, 6
– Bodie, Z., A. Kane, and A. J. Marcus. 2022. Principles of Investments (12e). McGraw Hill LLC, NY. (referred to as BKM in the reading list)
– The printed version of the book should be available in the
– The eBook is also available in the library for a limited number of users
– You can buy the eBook via this link: https://www.mheducation.com.au/ise-
essentials-of-investments-9781265450090-aus
– CFA Institute. 2014. Standards of practice handbook (11e). Freely downloadable from:
https://www.cfainstitute.org/-/media/documents/code/code-ethics-standards/standards-
practice-handbook-11th-ed-eff-July-2014-corr-sept-2014.pdf
– Other sources/references will be available on Moodle.
Submission details:
Turnitin can help you discern when you are using sources fairly, citing properly, and paraphrasing effectively in accordance with University policy. These are skills essential to all academic work.
https://guides.lib.monash.edu/turnitin/using-turnitin
Penalties for late lodgement:
Penalties for late lodgement: The University has a standard penalty for late submission. See the Marking and Feedback Procedure for more information.
Unit delivery information
Assessment
A student’s final mark is normally the sum of the marks obtained in all of the individual assessment items in the unit. See here for the Procedure
Second marking
All of the major assessment tasks and examinations graded as a fail by the first marker are marked by a second marker. See here for the Procedure
Return of final marks
The final mark that a student receives for a unit will be determined by the Board of Examiners taking into account all aspects of assessment.
The final mark for this unit will be released by the Board of Examiners on the date nominated in the University Calendar. Student results will be accessible through the my.monash portal.
Exam viewing
Feedback on student performance in examinations and other end-of-semester assessment is required. The feedback should be in accordance with the University’s procedures on Unit Assessment. Details of the examination script viewing arrangements set down by the Faculty of Business and Economics can be viewed online.
Assessment criteria
Assessment Criteria Grading Descriptors available here. Hurdle requirement
See Handbook
Extension and penalties
Extensions are only provided under special circumstances. All applications for special consideration must be made in accordance with University guidelines. It is the student’s responsibility to familiarise themselves with the University’s Special Consideration policy regarding extensions for assessment tasks.
Resubmission of assignments
Re-submission for assessments is not permitted for this unit.
Referencing requirements
To build your skills in citing and referencing, and using different referencing styles, see the online resources Academic Integrity: Demystifying Citing and Referencing.
In this unit you are required to use the APA referencing style for written reports. You can get more information about using the APA reference style from the Monash Library
Our feedback to you
Types of feedback you can expect to receive in this unit are:
● Formal individual feedback on assignments expressed as a mark
● Answers to questions relating to the discipline or the unit’s work
● Advice about seeking additional help to develop your writing or research skills
● Informal feedback relating to class activities
Your feedback to us
One of the formal ways students have to provide feedback on teaching and their learning experience is through the Student Evaluation of Teaching and Units (SETU) survey. The feedback is anonymous and provides the Faculty with evidence of aspects that students are satisfied with and areas for improvement.
Resources and Technologies
Learning resources
Monash Library Services Research and Learning Online
Monash University Library
The Monash University Library provides a range of services, resources and programs that enable you to save time and be more effective in your learning and research.
See on the Library’s website or the library tab in my.monash portal for more information.
Prescribed text and readings
Weekly readings may be made available for students via the Moodle site. These readings are mandatory for class participation and assessment preparation.
Policies and other information
Monash has educational policies, procedures and guidelines, which are designed to ensure that staff and students are aware of the University’s academic standards, and to provide advice on how they might uphold them. You can find Monash’s Student Policies and Student Charter online.
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