Queensland University of Technology - EFB335: Investments

In this unit, students will apply finance knowledge acquired in earlier units to develop investment decision making skills essential for their personal and professional lives. The unit advances understanding of how investment decisions are made, what securities to invest in, how they fit in a portfolio, the impact of transaction costs, the risks associated with investing and performance evaluation of the investment process. Securities and analytical tools investment managers employ when managing equity and fixed income portfolios will be critically examined and applied to real world contexts. By applying higher level knowledge and skills and considering issues from the investment manager's perspective, this unit provides insight into an industry that controls trillions of dollars of assets both domestically and internationally.

✔ On successful completion of this unit you will be able to:

• demonstrate, analyse and apply knowledge of equity and fixed income securities, and of the theories and practices related to analysis and evaluation of these securities by portfolio managers;
• apply technical, technological and critical analysis skills to demonstrate effective planning, problem solving and ethically informed decision making in response to the practices of investment management;
• demonstrate information literacy and written communication skills to effectively structure, present and explain financial data, information, theories and ideas; and,
• apply teamwork knowledge and skills for effective performance.