Investment and Portfolio Management

Please note

This document only provides information for the academic year selected and does not form part of the student contract

School:

Huddersfield Business School

Credit Rating:

Level (including FHEQ):

M (FHEQ Level 7)

Graded or Non Graded:

Graded

Version Valid From:

2021-09-01

Module Leader:

Thitima Sitthipongpanich

Version Number

2023.03

Learning Methods

Lecture

Tutorial and Project Supervision

Guided Independent Study

Synopsis

In this module you will develop knowledge and understanding of the key financial instruments, investment strategies and risks in local and international financial markets. You will develop a critical understanding of practical applications of investment theory by studying various techniques in asset allocation when creating and managing investment portfolios. The … For more content click the Read More button below.

In this module you will develop knowledge and understanding of the key financial instruments, investment strategies and risks in local and international financial markets. You will develop a critical understanding of practical applications of investment theory by studying various techniques in asset allocation when creating and managing investment portfolios. The module will also provide you with an opportunity for personal development utilising advanced financial analysis platform used in the industry.

Learning Strategy

The teaching strategy will combine lectures and seminars, ensuring that students have face to face contact with tutors. The lectures will introduce and explain concepts and relevant theories for each syllabus topic. The seminars will allow discussions of the syllabus content, learning activates and preparation for the summative assessment. The analysis of real case studies and scenarios will be used to enable the critical understanding and knowledge development to be addressed during the seminars, which will be delivered via group case study activities and continuous discussion and debate. An advanced financial analysis and portfolio management platform will be used to enhance student learning experience.

Outline Syllabus

Asset classes and financial instrumentsMutual funds and investment companiesEfficient diversificationEfficient Market HypothesisPricing modelsBond prices and yieldsManaging bond portfoliosOptionsFutures and forwardsPortfolio performance evaluation

Learning Outcomes

On successful completion of this module students will

Demonstrate a critical understanding of the characteristics of various financial instruments and asset pricing models.

Critically apply tools of financial analysis to real-world investment and portfolio management scenarios using derivative products such as options and futures.

Select and apply appropriate portfolio management techniques to analyse financial problems numerically

Communicate complex financial data appropriately.

Formative Assessment

Assessment 1: Other

Summative Assessment

Assessment 1: Exam

Assessment Criteria

The module will be assessed according to the current Huddersfield Business School Assessment Criteria for Postgraduate Taught Programmes.

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