CORPFIN 6013 - Wealth Management in Asia
North Terrace Campus - Semester 2 - 2021
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General Course Information
Course Details
Course Code CORPFIN 6013 Course Wealth Management in Asia Coordinating Unit International Centre for Financial Services Term Semester 2 Level Postgraduate Coursework Location/s North Terrace Campus Units 3 Contact Up to 3 hours per week Available for Study Abroad and Exchange N Prerequisites CORPFIN 7005 Incompatible CORPFIN 6004 Assessment Exam/assignments/tests/tutorial work as prescribed at first lecture Course Staff
Course Coordinator: Dr Syed Zamin Ali
Course Timetable
The full timetable of all activities for this course can be accessed from .
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Learning Outcomes
Course Learning Outcomes
On successful completion of this course, students will be able to:
1. Understand behaviour of traditional/core and alternative asset classes and the role they play in investors' portfolios.
2. Examine the importance of asset allocation and how this relates to the investment strategies of firms and individuals
3. Determine the core requirements of portfolio construction and read mutual fund performance reports in order to provide a recommendation on the choice of funds.
4. Identify the key trends that are shaping the wealth management industry, private banking and the needs and behaviours of HNW and UWNI clients. Global issues are explored with emphasis placed on Asia Pacific examples.
5. Compare the structures, operations, solutions and strategies of Private Banks in the Asia Pacific region
University Graduate Attributes
This course will provide students with an opportunity to develop the Graduate Attribute(s) specified below:
University Graduate Attribute Course Learning Outcome(s) Deep discipline knowledge
- informed and infused by cutting edge research, scaffolded throughout their program of studies
- acquired from personal interaction with research active educators, from year 1
- accredited or validated against national or international standards (for relevant programs)
All Critical thinking and problem solving
- steeped in research methods and rigor
- based on empirical evidence and the scientific approach to knowledge development
- demonstrated through appropriate and relevant assessment
1, 2 and 3 Teamwork and communication skills
- developed from, with, and via the SGDE
- honed through assessment and practice throughout the program of studies
- encouraged and valued in all aspects of learning
3 Career and leadership readiness
- technology savvy
- professional and, where relevant, fully accredited
- forward thinking and well informed
- tested and validated by work based experiences
All Intercultural and ethical competency
- adept at operating in other cultures
- comfortable with different nationalities and social contexts
- able to determine and contribute to desirable social outcomes
- demonstrated by study abroad or with an understanding of indigenous knowledges
4 and 5 Self-awareness and emotional intelligence
- a capacity for self-reflection and a willingness to engage in self-appraisal
- open to objective and constructive feedback from supervisors and peers
- able to negotiate difficult social situations, defuse conflict and engage positively in purposeful debate
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Learning Resources
Required Resources
Additional readings will be advised to students and listed under each topic in the MyUni web-site, course materials. -
Learning & Teaching Activities
Learning & Teaching Modes
This course is taught through weekly online lectures and tutorials (tutorials will start in week 2). Students will use their knowledge of capital market to gain knowledge of designing solutions for High Networth Individuials (HNIs) and Very High Networth Individuals (VHNIs).Workload
The information below is provided as a guide to assist students in engaging appropriately with the course requirements.
The University expects full-time students (i.e. those taking 12 units per semester) to devote a total of 48 hours per week to their studies. This means that you are expected to commit approximately 9 hours for a three-unit course of private study outside of your regular classes.Learning Activities Summary
Weeks 1 and 2: Asset Classes
This part fo the course focuses on understanding Core Asset Classes (Equities and Bonds) charachteristics and perforamnce behaviour and an Introduction to Alternative Investments (Private Equity/Venture Capital, Real Estate, Infrastructure, Hedge Funds and Commodities) .
Weeks 3 and 4: Asset Allocation
This part of the course focuses on the theoretical foundation of Modern Portfolio Theory. Students will learn to create Mean Variance efficient portfolio for an Investor using core asset classes and alternative investments.
Weeks 5 and 6: Fund Evaluation and Selection
This part of the course focuses on the implementation of an asset allocation using funds from the market. Students will learn quantitative and qualitative aspects of a fund to select funds for a hypothetical investor.
Weeks 7 and 8:Practical Asset Allocation
This part of the course extends the theoretical portfolio construction to the real world.
Weeks 9 and 10:Behavioural Finance
Behaviours and Trends of Private Investors in Asia
Behaviours and Trends of family Offices in Asia
Weeks 11 and 12:Wealth Management in Practice
The Client Experience - Private Banks in Asia
The Role of the Wealth Advisor
HNW/UNHW Client Segmentation Strategies – Asia Pacific
AML/CDD/KYC -
Assessment
The University's policy on Assessment for Coursework Programs is based on the following four principles:
- Assessment must encourage and reinforce learning.
- Assessment must enable robust and fair judgements about student performance.
- Assessment practices must be fair and equitable to students and give them the opportunity to demonstrate what they have learned.
- Assessment must maintain academic standards.
Assessment Summary
Assessment Due Date Weighting Related Learning Outcome In-course assessment (Day 3) TBA 5% 1 & 5 Assignment TBA 18% 5 Presentation Saturday 19th October 27% 5 3 hour CLOSED book Exam Thursday 7th November 50% 1-4 100% Assessment Related Requirements
In-course assessment (5%):
A short form multiple choice in-course assessment, with a 5% weighting, will be undertaken by students in session 3. The assessment will enable students to receive early feedback on their progress in the course.
Assignment 18%):
This is a group assignment in teams with a maximum of 3 students.
Students will be provided with a case study and consider the case from the perspective of a wealth manager.
Presentation (27%)
Groups will be asked to prepare a presentation to a panel on the last scheduled date of the course. At the completion of this presentation students will be provided with feedback to enable them to complete their final report.
Exam (50%)
All students must complete a 3 hour closed book exam. Topics will be set by the 3 course lecturers covering topics through weeks 1-5.
Students must complete ALL assessment components for this course.Assessment Detail
No information currently available.
Submission
Presentation of Assignments
• Please must retain a copy of all assignments submitted.
• Please attach an ‘Assignment Cover Sheet’, which is signed and dated by you before submission.
• The lecturer will advise method of delivery for the assignment
Lecturers can refuse to accept assignments, which do not have a signed acknowledgement of the University’s policy on plagiarism.
Late Assignment Submission
Students are expected to submit their work by the due date to maintain a fair and equitable system. Extensions will generally only be given for medical or other serious reasons. All requests for extensions must be emailed to the lecturer in charge of the course before the due date. Each request will be assessed on its merits. A late assignment (without prior arrangement) will be penalised by a 5% mark reduction for each day that it is late.Course Grading
Grades for your performance in this course will be awarded in accordance with the following scheme:
M10 (Coursework Mark Scheme) Grade Mark Description FNS Fail No Submission F 1-49 Fail P 50-64 Pass C 65-74 Credit D 75-84 Distinction HD 85-100 High Distinction CN Continuing NFE No Formal Examination RP Result Pending Further details of the grades/results can be obtained from Examinations.
Grade Descriptors are available which provide a general guide to the standard of work that is expected at each grade level. More information at Assessment for Coursework Programs.
Final results for this course will be made available through .
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Student Feedback
The University places a high priority on approaches to learning and teaching that enhance the student experience. Feedback is sought from students in a variety of ways including on-going engagement with staff, the use of online discussion boards and the use of Student Experience of Learning and Teaching (SELT) surveys as well as GOS surveys and Program reviews.
SELTs are an important source of information to inform individual teaching practice, decisions about teaching duties, and course and program curriculum design. They enable the University to assess how effectively its learning environments and teaching practices facilitate student engagement and learning outcomes. Under the current SELT Policy (http://www.adelaide.edu.au/policies/101/) course SELTs are mandated and must be conducted at the conclusion of each term/semester/trimester for every course offering. Feedback on issues raised through course SELT surveys is made available to enrolled students through various resources (e.g. MyUni). In addition aggregated course SELT data is available.
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Student Support
- Academic Integrity for Students
- Academic Support with Maths
- Academic Support with writing and study skills
- Careers Services
- Library Services for Students
- LinkedIn Learning
- Student Life Counselling Support - Personal counselling for issues affecting study
- Students with a Disability - Alternative academic arrangements
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Policies & Guidelines
This section contains links to relevant assessment-related policies and guidelines - all university policies.
- Academic Credit Arrangements Policy
- Academic Integrity Policy
- Academic Progress by Coursework Students Policy
- Assessment for Coursework Programs Policy
- Copyright Compliance Policy
- Coursework Academic Programs Policy
- Intellectual Property Policy
- IT Acceptable Use and Security Policy
- Modified Arrangements for Coursework Assessment Policy
- Reasonable Adjustments to Learning, Teaching & Assessment for Students with a Disability Policy
- Student Experience of Learning and Teaching Policy
- Student Grievance Resolution Process
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Fraud Awareness
Students are reminded that in order to maintain the academic integrity of all programs and courses, the university has a zero-tolerance approach to students offering money or significant value goods or services to any staff member who is involved in their teaching or assessment. Students offering lecturers or tutors or professional staff anything more than a small token of appreciation is totally unacceptable, in any circumstances. Staff members are obliged to report all such incidents to their supervisor/manager, who will refer them for action under the university's student鈥檚 disciplinary procedures.
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