This module is not currently running in 2021 to 2022.
This is a core module for the MSc in Finance, Investment and Risk. It introduces the fundamental principles of investment analysis and the theory and techniques of portfolio management, and covers the major issues currently of interest to investors.
The syllabus includes the following: Global investment environment, portfolio theory and practice, fixed income securities, security analysis, derivative securities analysis and derivative securities market, evaluation of asset management, applied portfolio management.
72 hours of lectures and classes
80% by a three-hour written examination and 20% by coursework
Bodie Z; Kane A & Marcus A.J : “Investments” 8th Edition ,McGraw-Hill
Brown K C & Reilly F K: “Analysis of Investments and Management of Portfolios” 9th Edition, South-Western CENGAGE Learning
Choudhry M: “An Introduction to Bond Markets” Securities and Investment Institute series, Wiley
Fabozzi F: “Fixed Income Analysis” 2nd Edition, CFA Institute Investment Series, Wiley
Hull John C: “ Options, Futures, and other Derivatives” 7th edition Pearson
Sugden D; Gee & Holmes: “Interpreting Company Reports and Accounts”
FT/Prentice Hall
See the library reading list for this module (Canterbury)
The intended subject specific learning outcomes. On successful completion of the module students will be able to:
a. show a systematic knowledge, understanding and critical awareness of the theory.
b. show a comprehensive understanding of the complex techniques applicable to solve problems
c. appreciate recent developments and methodologies in investment analysis and the links between the theory and their practical application and to critically evaluate such methodologies.
d. demonstrate a comprehensive understanding of the complex current issues relevant to the investment market.
e. show an ability to understand, select and apply appropriate methods in portfolio management.
The intended generic learning outcomes. On successful completion of the Module, students will have:
a. developed a logical mathematical approach to solving complex problems.
b. developed skills in written communication to both technical and non-technical audiences.
c. developed skills in the use of relevant information technology.
d. developed skills in time management, working with others, organisation and studying so that tasks can be planned and implemented at a professional level.
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