Advanced Investment Management - BUSN8030

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Module delivery information

Location Term Level1 Credits (ECTS)2 Current Convenor3 2023 to 2024
Spring Term 7 15 (7.5) David Morelli checkmark-circle


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.


Contact hours

Total contact hours: 33
Private study hours: 117
Total study hours: 150

Method of assessment

Main assessment methods:
Group report (2,000 words) (30%)
Examination, 2 hours (70%)

Reassessment methods
100% examination

Indicative reading

See the library reading list for this module (Canterbury)

Learning outcomes

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.


  1. Credit level 7. Undergraduate or postgraduate masters level module.
  2. ECTS credits are recognised throughout the EU and allow you to transfer credit easily from one university to another.
  3. The named convenor is the convenor for the current academic session.
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