IB357-12 Investment Management
Introductory description
N/A.
Module aims
This course provides a one-term option for students who wish to advance their understanding of the international investment process. This course may be taken in conjunction with "International Risk Management" to form a full-weight option. The course fits into the proposed new final year structure of the undergraduate programmes in that there will be 3 or 4 'streams' of study (3 or 4 full-weight courses) of which Accounting & Finance students will be expected to study at least 2 (the required balance being made up of options in other areas).
Outline syllabus
This is an indicative module outline only to give an indication of the sort of topics that may be covered. Actual sessions held may differ.
Financial instruments.
Primary and secondary markets.
Market mechanisms and microstructure.
Market efficiency.
Security analysis.
Use of derivatives for risk management.
Portfolio management, diversification and asset allocation.
Learning outcomes
By the end of the module, students should be able to:
- Demonstrate a good basic understanding and appreciation of the current issues across a broad range of financial subjects which include financial markets and the investment management process.
- Apply the latest thinking and techniques in finance.
- Financial reasoning and paying attention to risk.
Indicative reading list
Z Bodie, A Kane and AJ Marcus, Investments, (3rd edition), McGraw Hill/Irwin. S Lofthouse, Readings in Investments, Wiley, 1994.
Subject specific skills
Construct optimal equity portfolios, manage interest rate risk using modern tools in bond markets, and hedge risk using derivatives. Additionally, learn to read and use academic research papers in the real world.
Transferable skills
Problem solving using mathematics, interpreting numbers from published research and extracting value from publicly available information.
Study time
| Type | Required |
|---|---|
| Lectures | 10 sessions of 2 hours (17%) |
| Seminars | 9 sessions of 1 hour (8%) |
| Private study | 33 hours (28%) |
| Assessment | 58 hours (48%) |
| Total | 120 hours |
Private study description
Private Study.
Costs
No further costs have been identified for this module.
You do not need to pass all assessment components to pass the module.
Assessment group D3
| Weighting | Study time | Eligible for self-certification | |
|---|---|---|---|
| Participation | 10% | 9 hours | No |
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Participation in activities on a weekly basis via my.wbs |
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| Online Examination | 90% | 49 hours | No |
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Exam ~Platforms - AEP
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Assessment group R
| Weighting | Study time | Eligible for self-certification | |
|---|---|---|---|
| Online Examination | 100% | No | |
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Exam
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Feedback on assessment
Feedback via My.WBS
Courses
This module is Core optional for:
- Year 3 of UIBA-NN35 Undergraduate Accounting and Finance
- Year 3 of UCHA-F1N1 Undergraduate Chemistry with Management
- Year 3 of UCSA-GN51 Undergraduate Computer and Business Studies
- Year 3 of UCSA-G5N1 Undergraduate Computer and Management Sciences
This module is Optional for:
- Year 3 of UESA-HN11 BSc Engineering and Business Studies
- Year 1 of UIOA-VEU Undergraduate EU Visiting
- Year 4 of UIBA-N140 Undergraduate International Business
- Year 3 of UMAA-G1NC Undergraduate Mathematics and Business Studies
- Year 3 of UMAA-G1N2 Undergraduate Mathematics and Business Studies (with Intercalated Year)
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UIOA-VOS Undergraduate Overseas Visiting
- Year 1 of UVOS Undergraduate Overseas Visiting
- Year 1 of UVOS Undergraduate Overseas Visiting
- Year 3 of UPXA-F3N1 Undergraduate Physics and Business Studies
- Year 3 of UPXA-F3ND Undergraduate Physics and Business Studies (with Intercalated Year)