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Module ASB-4125:
Invstmt Strat & Portfolio Mgmt

Module Facts

Run by Bangor Business School

15 Credits or 7.5 ECTS Credits

Semester 1

Organiser: Prof Rasha Alsakka

Overall aims and purpose

To analyse portfolio strategies which can effectively control risk and enhance returns; to develop intellectual skills and research expertise in the area of investment analysis and portfolio management; and to demonstrate appropriate modelling techniques for investment decision-making and risk management.

Course content

  • The characteristics and roles of investment institutions.
  • Investment objectives and the asset allocation decision.
  • Principles of portfolio management.
  • Bond valuation
  • Bond portfolio management.
  • Credit rating agencies and rating practices
  • Equity portfolio management strategies.
  • Performance measurement. .

Assessment Criteria


An outstanding performance, exceptionally able; The relevant information accurately deployed; Excellent grasp of theoretical/conceptual/practice elements; Good integration of theory/practice/information in pursuit of the assessed work's objectives; Strong evidence of the use of creative and reflective skills.


No major omissions or inaccuracies in the deployment of information/skills; Some grasp of theoretical/conceptual/practical elements; Integration of theory/practice/information present intermittently in pursuit of the assessed work's objectives.


Much of the relevant information and skills mostly accurately deployed; Adequate grasp of theoretical/conceptual/practical elements; Fair integration of theory/practice/information in the pursuit of the assessed work's objectives; Some evidence of the use of creative and reflective skills.

High Standard:
Very good performance; Most of the relevant information accurately deployed; Good grasp of theoretical/conceptual/practical elements; Good integration of theory/practice/information in pursuit of the assessed work's objectives; Evidence of the use of creative and reflective skills.

Learning outcomes

  1. Explain the different sources of risk and return in managing equity and bond portfolios.

  2. Construct a portfolio from a range of available investment instruments, including bonds, equities and derivative securities.

  3. Explain the key considerations in risk management and risk management of portfolios.

  4. Analyse appropriate benchmarks and methods for the evaluation of the performance of a portfolio of investments.

  5. Demonstrate awareness of the process of investment management.

  6. Apply the principles of investment theory and practice to the optimal selection of investments to satisfy a specific set of risk-return objectives.

Assessment Methods

Type Name Description Weight
COURSEWORK Written report 25
COURSEWORK Final Examination 75

Teaching and Learning Strategy


One 3-hour lecture/class per week.

Private study 120

Transferable skills

  • Literacy - Proficiency in reading and writing through a variety of media
  • Numeracy - Proficiency in using numbers at appropriate levels of accuracy
  • Computer Literacy - Proficiency in using a varied range of computer software
  • Exploring - Able to investigate, research and consider alternatives
  • Information retrieval - Able to access different and multiple sources of information
  • Critical analysis & Problem Solving - Able to deconstruct and analyse problems or complex situations. To find solutions to problems through analyses and exploration of all possibilities using appropriate methods, rescources and creativity.
  • Teamwork - Able to constructively cooperate with others on a common task, and/or be part of a day-to-day working team

Courses including this module

Compulsory in courses:

Optional in courses: