Investment, Portfolio And Risk 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):

H (FHEQ Level 6)

Graded or Non Graded:

Graded

Version Valid From:

2023-09-01

Module Leader:

Thitima Sitthipongpanich

Version Number

2024.03

Learning Methods

Lecture

Guided Independent Study

Tutorial and Project Supervision

Synopsis

This module looks at investment analysis and portfolio management using an innovative experiential learning environment – “The Portfolio Game.” You’ll have the opportunity to learn about financial markets, recognise the measure and value of the risk and return and be aware of the relationships between them and be aware of… For more content click the Read More button below.

This module looks at investment analysis and portfolio management using an innovative experiential learning environment – “The Portfolio Game.” You’ll have the opportunity to learn about financial markets, recognise the measure and value of the risk and return and be aware of the relationships between them and be aware of the opportunities and dangers offered by international diversification, alongside learning about the available hedging techniques of managing a successful investment portfolio.

Learning Strategy

The module will be delivered via a series of lectures and tutorials adopting a range of learning strategies including formal tutor-led delivery and student-centred activities including tutorial preparation, weekly analysis of current investment events, weekly analysis of the student’s portfolios and the submission of weekly valuations and portfolio reports to… For more content click the Read More button below.

These activities will be supplemented by directed reading and research. Students will be encouraged to engage with their own personal development by participating in the experiential learning environment provided by the team working related activities of “The Portfolio Game”.

Students will be expected to undertake preliminary reading from the recommended texts, to read a quality financial publication to keep abreast of current financial events and to have prepared answers to and participate in the tutorial question and answer sessions

Outline Syllabus

To introduce financial markets and instruments and to gain an insight into various types of investments and their characteristics including the gilt, options and futures markets.To measure and value the risk and return and understand the relationships between them and their relevance for investment strategyTo introduce theoretical and practical literature,… For more content click the Read More button below.

To introduce financial markets and instruments and to gain an insight into various types of investments and their characteristics including the gilt, options and futures markets.
To measure and value the risk and return and understand the relationships between them and their relevance for investment strategy
To introduce theoretical and practical literature, which demonstrates how securities should be priced and explain other factors which affect securities’ valuation
To understand the concept of diversification and employ it to design and manage a portfolio of stocks
To design a portfolio of financial instruments to meet the needs of investors and fund manager
To investigate the area of international investment and the fundamentals of dealing with and hedging against the various types of risk.

Learning Outcomes

On successful completion of this module students will

Understand the financial markets and various type of instruments including the gilt, options and futures markets

Recognise the measure and value of the risk and return and be aware of the relationships between them and their relevance in the concept of diversification and portfolio theory

Be able to contrast the theoretical approaches to portfolio management with reported practice.

Be aware of the opportunities and dangers offered by international diversification, and to explain some of the available hedging techniques.

Be able to design a portfolio of financial instruments to meet the needs of managers concerned with risk management

Formative Assessment

Assessment 1: Other

Summative Assessment

Assessment 1: In-Class Test

Assessment 2: Presentation

Assessment Criteria

The assessment criteria are as set out in the Huddersfield Business School Assessment Guidelines. The guidelines provide criteria for the assessment of both coursework’s and examinations.

Course and Module Catalogue