School Of Business

Personal Asset ManagementWestern Sydney University Unit Code: 200265.2


Student Contribution Band: 3

Level: 2

Credit Points: 10

Co ordinator
Greg Cunningham

Assumed Knowledge
Basic principles of finance

Incompatible Units
CO201A - Investments

Teaching Periods

PeriodOffered  Campus  Contact
2020 Spring  Yes  Parramatta City Campus-Macquarie Street - DAY  Greg Cunningham  Timetable.   Print Unit Outline*
2021 Autumn  Yes  Parramatta City Campus-Macquarie Street - DAY  Penny Janson  Timetable not available  
2021 Spring  Yes  Parramatta City Campus-Macquarie Street - DAY  Greg Cunningham  Timetable not available  
2021 Spring  Yes  Parramatta City Campus-Macquarie Street - EVENING  Greg Cunningham  Timetable not available  

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About this Unit
This unit provides students with necessary knowledge and skills to construct and manage a portfolio of personal assets. Emphasis is placed on how the individual, rather than the firm, approaches financing and investing decisions. The unit will consider the theories of portfolio construction, concepts of investment risk, return and diversification, matching asset allocation based on client's individual risk profile, design and management of a personal investment portfolio and the law as it relates to investments.

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