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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: Dr 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 and bond portfolio management strategies.
  • 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. Apply the principles of investment theory and practice to the optimal selection of investments to satisfy a specific set of risk-return objectives.

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

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

  6. Demonstrate awareness of the process of investment management.

Assessment Methods

Type Name Description Weight
Written report 25
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: