This module is not currently running in 2021 to 2022.
This module introduces and further elaborates on the key steps in the investment management process from the client take-on through to performance evaluation, and considers complex current issues in Fund Management in the context of current professional practice.
The syllabus includes:
The security markets, risk, investment management processes, asset allocation, Multi-factor models, Behavioural finance, Hedge funds, Performance measurement, analysis of fund reports.
36 hours of lectures and classes
Assessment: 80% by a three-hour written examination and 20% by coursework
The reading material for this course is constantly updated and will be provided by the lecturer during the course.
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) Demonstrate in-depth knowledge and understanding of key steps in the investment management process from the client take-on through to performance evaluation.
b) Make appropriate asset allocation decision, and evaluate performance.
c) Demonstrate knowledge and understanding of complex current issues in Fund Management in the context of current professional practice.
d) Apply appropriate models in asset allocation and security selection.
e) Understand the key operational risk factors and steps that fund managers can take to manage and control the risks.
The intended generic learning outcome. n successful completion of the module, students will be able to:
a) Argue logically.
b) Work with relatively little guidance.
c) Solve high-level problems, relating to qualitative information, exercise self-direction and originality of thought.
d) Communicate clearly, orally and in writing, to specialist and non-specialist audiences. Using the appropriate information technology.
e) Exercise sound judgement.
f) Exercise effective time-management and organisational skills, as evidenced by the ability to plan and implement efficient and effective modes of working, and to act autonomously.
g) Exercise study skills needed for continuing professional development.
h) Make decisions in complex situations.
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