This module assumes basic knowledge and understanding of risk-return relationship, portfolio theory, and CAPM. It considers the investment and portfolio management decision in more detail by first examining the asset allocation decision and investments in a global context. It then attempts to evaluate different types of securities (bonds and stocks) in which investments can be made using a three-step top-down approach consisting of macro- and micro-market analysis, industry analysis and finally, company analysis. It then critically examines different equity portfolio management and performance evaluation strategies. The module also examines how the risk-return relationship can incorporate ESG considerations on financial and investment decisions.
Total contact hours: 33
Private study hours: 117
Total study hours: 150
Main assessment methods:
Group report (2,000 words) (30%)
Examination, 2 hours (70%)
Reassessment methods
100% examination
See the library reading list for this module (Canterbury)
The intended subject specific learning outcomes.
On successfully completing the module students will be able to:
- Demonstrate a comprehensive knowledge and understanding of different asset classes and asset allocation decision;
- Identify and critically evaluate various financial investments available globally;
- Demonstrate in-depth knowledge and understanding of security valuation models/methods and processes;
- Conduct macro- and micro-valuation of stock market, industry, and company/stocks to make investment/portfolio management decisions;
- Demonstrate an in-depth knowledge and understanding of equity portfolio management and performance evaluation strategies;
- Identify, find, select, record, organise and manipulate complex knowledge and data relevant to issues and tasks related to investments and portfolio management;
- Demonstrate knowledge and understanding of important theoretical and empirical studies within the field of investments and portfolio management and the ability to
interpret and evaluate results from such studies.
- Demonstrate knowledge and understanding of the process of developing investment strategies that provide informed market-based solutions to environmental and social challenges
The intended generic learning outcomes.
On successfully completing the module students will be able to:
- Analyse, compare, discuss, and critically evaluate various theories. To structure, develop and defend complex arguments orally and in writing.
- Plan work, use relevant sources and study independently.
- Select appropriate formats for presentation of work, which includes the acknowledgement and reference of sources.
- Analyse complex structured and unstructured problems.
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