Investments and Portfolio Management - BUSN8030

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Module delivery information

Location Term Level1 Credits (ECTS)2 Current Convenor3 2022 to 2023
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.


Contact hours

Total contact hours: 36
Private study hours: 114
Total study hours: 150

Method of assessment

Main assessment methods:
Group report (2000 words) (40%)
Examination, 2 hours (60%).

Reassessment method:
100% Exam

Indicative reading

Bodie Z; Kane A & Marcus A.J (2014) Investments, 10th ed. New York: McGraw Hill

Elton, E.J., Gruber, M.J, Brown, S.J and Goetzmann, W.N. (2014) Modern Portfolio Theory and Investment Analysis, 9th ed. Chichester: John Wiley

Brown, K.C. & Reilly, F.K. (2012), Analysis of Investments and Management of Portfolios Independence, Kentucky: Cengage Learning

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 knowledge and understanding of different asset classes and asset allocation decision;
- Identify and evaluate various financial investments available globally;
- Demonstrate 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 knowledge and understanding of equity portfolio management and performance evaluation strategies;
- Identify, find, select, record, organise and manipulate 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.

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.
- Work in groups, listen, and respond to different points of view and negotiate outcomes. Ability to receive and use criticism and advice.
- Select appropriate formats for presentation of work, which includes the acknowledgement and reference of sources.
- Analyse 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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