• Offered by Rsch Sch of Finance, Actuarial Studies & App Stats
  • ANU College ANU College of Business and Economics
  • Course subject Financial Management
  • Areas of interest Finance
  • Academic career UGRD
  • Course convener
    • AsPr Geoff Warren
    • Dr Anna Von Reibnitz
  • Mode of delivery In Person
  • Co-taught Course
  • Offered in First Semester 2021
    Second Semester 2021
    See Future Offerings

This course involves on campus teaching. For students unable to come to campus there will be a remote option. See the Class Summary for more details.

Students in this course will be responsible for the management of the Student Managed Fund (SMF), under the guidance of course convenors. The primary task of students will be to make investment recommendations to be reviewed and endorsed by an Investment Advisory Committee that includes industry practitioners and ANU staff. Another key role of students enrolled in the course is to undertake management roles and be responsible for the day-to-day functions typical of a managed fund. An SMF Charter and Governance Structure sets out the policies and procedures under which the SMF operates.

Admission to the course will be restricted to those students who have completed the Student Managed Fund Course with a grade of at least a credit. To ensure continuity, students enrolled in the Student Managed Fund Extension course will adopt senior managerial and decision-making roles; and will be responsible for training the students enrolled in the Student Managed Fund course. Students learning occurs through being responsible for managing the SMF and its activities, and undertaking research in order to formulate investment recommendations and design investment processes. The course is essentially an advanced form of activity-based learning, where teaching staff provide direction and support through workshops and consultations rather than formal lectures.

Learning Outcomes

Upon successful completion, students will have the knowledge and skills to:

  1. Apply and communicate the process of managing money in pursuit of investment objectives;
  2. Describe in detail the manner in which the fund management industry operates;
  3. Communicate and advocate in detail recommendations for action in an applied setting; and
  4. Operate in a team environment, including supervising and mentoring of students.

Other Information

For more information about the fund see https://www.rsfas.anu.edu.au/rsfas-education/student-managed-fund/. For more information about the latest admission procedure and eligibility requirements, please see https://www.rsfas.anu.edu.au/rsfas/news/h33/.

Indicative Assessment

  1. Typical assessment may include, but is not restricted to: assignments, portfolios, convener assessment, peer review, presentations and other assessment as appropriate (100) [LO 1,2,3,4]

The ANU uses Turnitin to enhance student citation and referencing techniques, and to assess assignment submissions as a component of the University's approach to managing Academic Integrity. While the use of Turnitin is not mandatory, the ANU highly recommends Turnitin is used by both teaching staff and students. For additional information regarding Turnitin please visit the ANU Online website.

Workload

Students are expected to commit 130 hours of work in completing this course. This includes time spent in scheduled classes and self-directed study time

Inherent Requirements

Not applicable

Requisite and Incompatibility

You will need to contact the Rsch Sch of Finance, Actuarial Studies & App Stats to request a permission code to enrol in this course.

Prescribed Texts

Information about the prescribed textbook will be available via the Class Summary.

Assumed Knowledge

A passion for, and basic understanding of, investing will be an important part of the selection criteria. Evidence of ability to work in teams and good communication skills will be valued.

Fees

Tuition fees are for the academic year indicated at the top of the page.  

Commonwealth Support (CSP) Students
If you have been offered a Commonwealth supported place, your fees are set by the Australian Government for each course. At ANU 1 EFTSL is 48 units (normally 8 x 6-unit courses). More information about your student contribution amount for each course at Fees

Student Contribution Band:
34
Unit value:
6 units

If you are a domestic graduate coursework student with a Domestic Tuition Fee (DTF) place or international student you will be required to pay course tuition fees (see below). Course tuition fees are indexed annually. Further information for domestic and international students about tuition and other fees can be found at Fees.

Where there is a unit range displayed for this course, not all unit options below may be available.

Units EFTSL
6.00 0.12500
Domestic fee paying students
Year Fee
2021 $2940
International fee paying students
Year Fee
2021 $4890
Note: Please note that fee information is for current year only.

Offerings, Dates and Class Summary Links

ANU utilises MyTimetable to enable students to view the timetable for their enrolled courses, browse, then self-allocate to small teaching activities / tutorials so they can better plan their time. Find out more on the Timetable webpage.

The list of offerings for future years is indicative only.
Class summaries, if available, can be accessed by clicking on the View link for the relevant class number.

First Semester

Class number Class start date Last day to enrol Census date Class end date Mode Of Delivery Class Summary
3137 22 Feb 2021 01 Mar 2021 31 Mar 2021 28 May 2021 In Person View

Second Semester

Class number Class start date Last day to enrol Census date Class end date Mode Of Delivery Class Summary
6146 26 Jul 2021 02 Aug 2021 14 Sep 2021 29 Oct 2021 In Person View

Responsible Officer: Registrar, Student Administration / Page Contact: Website Administrator / Frequently Asked Questions