AF4S136 - Investment and portfolio analysis 01 Sep 2019 - 31 Aug 2027 | Version 3
Associated Module Information
| Module Code: | AF4S136 | ||
|---|---|---|---|
| Module Title: | Investment and portfolio analysis | ||
| Faculty: | Faculty of Business and Creative Industries | ||
| Faculty Group: | Accounting and Finance | ||
| Faculty Sub Group: | Accounting and Finance | ||
| Module Leader: | Jia Cao | ||
| Module Team: | Liam Hutchinson, Donald Amuah, Jared Davies | ||
| First Intended Intake: | SEP 2013 | Final Year of Intake: | 2018 |
| Date Closed: | |||
| Credit Value: | 20 | Credit Level: | 7 |
| Language: | English | ||
| Percentage of Module Taught in Welsh: | 0 | ||
| Equivalent Module: | |||
| HECOS codes: | 100828 - investment | ||
| HECOS Code Weighting: | 100 | ||
Document Version Information
| Version | 3 |
|---|---|
| Valid From | 01 Sep 2019 |
| Valid To | 31 Aug 2027 |
Module Aims
To develop the critical knowledge and skills needed to be able to invest successfully in products traded on financial markets.
Content Summary
Equity and commodity trading using a simulation package.
Behavioural finance and the psychology of trading. Options and options trading.
Portfolio theory and pricing models, including portfolio hedging.
Learning and Teaching Methods
| Activity Type | Hours |
|---|---|
| Practical classes and workshops | 20 |
| Independent Study | 120 |
| Directed Study | 40 |
| Active/Simulation Based | 15 |
| Groupwork | 5 |
| Total Hours Selected | 200 |
Learning Outcomes
| # | Learning Outcome |
|---|---|
| LO1 | Able to trade equities, commodities and options and evaluate own performance. |
| LO2 | Able to appraise critically models for analysis and evaluation of portfolios of financial investments. |
Module Requisites
N/A
Assessment Criteria
| Assessment Category | Assessment Type | Description | Duration | Word Count | Weight (%) | Best of? | Pass Mark |
|---|---|---|---|---|---|---|---|
| Asynchronous Assessment | Self Reflective Assessment 1 | Reflect on own performance in trading simulations, quantitatively and qualitatively, including reference to behavioural finance literature. | 0 | 1500 | 30 | No | 40 |
| Asynchronous Assessment | Report 1 | Select a portfolio of investments over a period of time and evaluate the portfolio’s performance using and critiquing appropriate portfolio management techniques. | 0 | 2000 | 50 | No | 40 |
| Synchronous Onsite Assessment | Classroom Test - Time Constrained (Onsite) 1 | Multiple choice questions assessing students’ understanding of the entire module content. | 30 | N/A | 20 | No | 40 |
Assessment Matrix
| Assessment Type | Learning Outcomes | ||
|---|---|---|---|
| LO1 | LO2 | ||
| Self Reflective Assessment 1 | ✔ | ✔ | |
| Report 1 | ✔ | ✔ | |
| Classroom Test - Time Constrained (Onsite) 1 | ✔ | ✔ | |