The course presents a continuous and systematic approach to the process of portfolio management. The process begins with the development of a policy statement to suit the needs, constraints and preferences of an investor. A thorough examination of past, current and projected conditions of the economy, markets, industries and companies is then conducted to form the basis for portfolio construction and implementation of investment strategy. The last stage of the process focuses on the continual evaluation of portfolio performance and monitoring of investor-related factors and economy and market input factors. The feedback obtained from this stage will serve as an impetus for portfolio rebalancing, revision of the investment policy statement and changes to asset allocation and investment strategy.
Please note that the University reserves the right to vary student fees in line with relevant legislation. This fee information is provided as a guide and more specific information about fees, including fee policy, can be found on the fee website.
For advice about fees for courses with a fee displayed as "Not Applicable", including some Work Experience and UNSW Canberra at ADFA courses, please contact the relevant Faculty.
Where a Commonwealth Supported Students fee is displayed, it does not guarantee such places are available.