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IB357-15 Investment Management

Department
Warwick Business School
Level
Undergraduate Level 3
Module leader
Constantinos Antoniou
Credit value
15
Module duration
10 weeks
Assessment
Multiple
Study location
University of Warwick main campus, Coventry

Introductory description

This module complements the third-year electives IB359 Derivatives and Financial Risk Management and IB394 International Financial Management.

The module aims:

To deepen your understanding of the design of investment strategies and the management of portfolios of financial assets
To enhance your ability to develop your own investment strategies and to critique the ideas of others
To familiarize you with current trends and practices in asset management, and help prepare you to manage assets in practice.

Module web page

Module aims

This module complements the third-year electives IB359 Derivatives and Financial Risk Management and IB394 International Financial Management.

The module aims:

To deepen your understanding of the design of investment strategies and the management of portfolios of financial assets
To enhance your ability to develop your own investment strategies and to critique the ideas of others
To familiarize you with current trends and practices in asset management, and help prepare you to manage assets in practice.

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.

Indicative reading list

Z Bodie, A Kane and AJ Marcus, Investments, (10th edition), McGraw Hill/Irwin. S Lofthouse, Readings in Investments, Wiley.

Chincarini, Ludwig, and Daehwan Kim, 2006. Quantitative Equity Portfolio Management, McGraw-Hill

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 (13%)
Seminars 9 sessions of 1 hour (6%)
Private study 47 hours (31%)
Assessment 74 hours (49%)
Total 150 hours

Private study description

No private study requirements defined for this module.

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 D5
Weighting Study time Eligible for self-certification
Participation 10% 9 hours No

Participation in activities on a weekly basis via my.wbs

Online Examination 90% 65 hours No

Exam

~Platforms - AEP


  • Graph paper
Assessment group R
Weighting Study time Eligible for self-certification
Online Examination - Resit 100% No

Exam

~Platforms - AEP


  • Answerbook Green (8 page)
  • Students may use a calculator
Feedback on assessment

Feedback via My.WBS

Past exam papers for IB357

Pre-requisites

To take this module, you must have passed:

Courses

This module is Optional for:

  • Year 1 of UIOA-EEU Undergraduate EU Exchange
  • UIOA-ESO Undergraduate European Exchange
    • Year 1 of UESO Undergraduate European Exchange
    • Year 1 of UESO Undergraduate European Exchange
  • Year 2 of UGEA-RN21 Undergraduate German and Business Studies
  • UIOA-EOS Undergraduate Overseas Exchange
    • Year 1 of UEOS Undergraduate Overseas Exchange
    • Year 1 of UEOS Undergraduate Overseas Exchange
  • Year 1 of UIOA-EUS Undergraduate USA Exchange