IB357-15 Investment Management
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 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
|
Assessment group R
Weighting | Study time | Eligible for self-certification | |
---|---|---|---|
Online Examination - Resit | 100% | No | |
Exam ~Platforms - AEP
|
Feedback on assessment
Feedback via My.WBS
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