Capstone - Portfolio Management Process - FINS5568

Faculty: UNSW Business School

School: School of Banking and Finance

Course Outline: FINS5568 Course Outline

Campus: Sydney

Career: Postgraduate

Units of Credit: 6

EFTSL: 0.12500 (more info)

Indicative Contact Hours per Week: 3

Enrolment Requirements:

Prerequisite: FINS5513 and enrolment in program 8404 or 8417 or 8428 and completion of 48 UOC.

CSS Contribution Charge: 3 (more info)

Tuition Fee: See Tuition Fee Schedule

Further Information: See Class Timetable

View course information for previous years.


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 risk-return expectations for the implementation of investment strategy and construction of portfolio.

The last stage of the process focuses on the continual monitoring of portfolio performance and changes to both market and investor-related factors. This reality check serves as impetus for updating the policy statement and revising the investment strategy.

Commerce courtyard

Study Levels

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