• 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
  • Work Integrated Learning Projects
  • Academic career PGRD
  • Course convener
    • AsPr Geoff Warren
    • Dr Anna von Reibnitz
    • Dr Hua Deng
  • Mode of delivery In Person
  • Co-taught Course
  • Offered in First Semester 2023
    Second Semester 2023
    See Future Offerings

Students in this course will receive training in the management of the Student Managed Fund (SMF), under the guidance of course conveners and students enrolled in Student Managed Fund Extension. The primary task of students will be to provide support in formulating investment recommendations to be reviewed and endorsed by an Investment Advisory Committee that includes industry practitioners and ANU staff. The students will also be responsible for assisting in the day-to-day functions typical of a managed fund. An SMF Charter and Governance Structure Statement sets out the policies and procedures under which the SMF operates.

Admission to the course will be selective, with the expectation that students who successfully complete the Student Managed Fund course will continue to the Student Managed Fund Extension course. 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 so that they can progress to the senior roles when enrolled in the Student Managed Fund Extension course. Student learning occurs through assisting in the management the SMF and its activities, and in undertaking research in support of investment recommendations and design of 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. Manage (real) money in pursuit of defined 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.

Work Integrated Learning

Projects

Students will be engaged in projects designed with and for organisational partners.

Other Information

Applications typically close during Week 9 of the semester prior to admission. For further details about the latest admission procedure and eligibility requirements, please see https://rsfas.anu.edu.au/news/smf-applications. Further information about the Fund is available on the Student Managed Fund website https://www.rsfas.anu.edu.au/rsfas-education/student-managed-fund/.

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 Description
2023 $4560 Standard Rate
2023 $3600 Grandfathered Rate*

*continuing students in nominated programs only. See fee website

International fee paying students
Year Fee
2023 $5820
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
3673 20 Feb 2023 27 Feb 2023 31 Mar 2023 26 May 2023 In Person View

Second Semester

Class number Class start date Last day to enrol Census date Class end date Mode Of Delivery Class Summary
6666 24 Jul 2023 31 Jul 2023 31 Aug 2023 27 Oct 2023 In Person View

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