FINN3021: Security Investment Analysis

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FINN3021: Security Investment Analysis

Aims

• The module seeks to build on the skills gained in the level 2 modules.
• In particular, the aim of this module is to provide a rigorous grounding in the theory and empirical applications of investment and portfolio management, focusing on both the theoretical concepts and empirical applications.

Content

• The module content will relate to core themes of investment analysis: Investment Philosophies and Strategies, Technical Analysis, Fundamental Analysis, Passive Investment Management, Portfolio Performance Evaluation, Valuation and Management of Bonds and Hedge Funds. Links will also be made to key current issues such as Environmental, Social and Governance (ESG) factors in investing.

Learning Outcomes

• At the conclusion of the module students should:
• have knowledge and understanding of the tools of Portfolio Management and Investment Analysis and their application.
• be able to appreciate the importance of the risk return relationship for Portfolio Management.
• have had the opportunity to apply problem solving and analytical skills to asset allocation.

• At the end of this module, students should be able to apply the tools they have acquired in order to set investment criteria, create and manage portfolios consisting of different assets, the most efficient manner for given aims and environment restrictions.
• At the end of this module students should be familiar with a range of the most important Bloomberg Functions.

• Written Communication - through summative assessment.
• Planning and Organising - by observing the strict assignment deadlines and by preparing for the examination.
• Problem solving and analysis - by applying the necessary analytical and quantitative skills, as well as the ability to manipulate concepts in Investment Analysis, in undertaking seminar and assessed work.
• Numeracy – by applying core mathematical and statistical skills to a range of examination questions.
• Teamwork skills are developed as part of group work.

Modes of Teaching, Learning and Assessment and how these contribute to the learning outcomes of the module

• Teaching is by lectures and seminars. Learning takes place through attendance at lectures, preparation for and participation in seminar classes, and private study.
• Formative assessment is by means of a written group assignment.
• Summative assessment is by means of a written individual assignment.

Teaching Methods and Learning Hours

Summative Assessment

Formative Assessment:

One 1500 word group assignment