Skip to main content
Home

Information for:

  • Alumni
  • Applicants
  • Current Students
  • Staff
  • Parents
  • Job Vacancies
  • Covid-19
  • Cymraeg
My country:

Main Menu

    • Study Options
      • Study Home
      • Why Study at Bangor?
      • Undergraduate Study
      • Postgraduate Taught Study
      • Postgraduate Research
      • Part-time Courses
      • January Start Courses
      • Degree Apprenticeships
      • Study Abroad
      • Work Experience
    • Study Advice
      • Apply
      • Already Applied?
      • Fees and Finances
      • Scholarships and Bursaries
      • Get Ready for University
    • Explore Bangor
      • Open Days and Visits
      • Virtual Student Experience

    Find a Course

    Order a Prospectus

    • Student Life
      • Student Life Home
      • Bangor and the Area
      • Social Life and Entertainment
      • Accommodation
      • Clubs and Societies
      • Sport
      • Virtual Student Experience
    • Your Experience at Bangor
      • Student Support
      • Skills and Employability
      • Study or Work Abroad
      • Fees and Finances

    Student Profiles

    Student Videos and Vlogs

    • Choose Bangor
      • International Home
      • Why Bangor?
      • Location
      • Accommodation
      • Student Support
      • Contact Us
    • Apply
      • Entry Requirements
      • Tuition Fees and Scholarships
      • How to Apply
      • Already Applied
      • Study Abroad
      • Exchanges

    Country Specific Information

    Join us on a Virtual Open Day

    Bangor University International College

    Covid-19 Information

    • Research
      • Research Home
      • About Our Research
      • Research in our Academic Schools
      • Research Institutes and Centres
      • Research Portal
      • Research, Innovation and Impact Office (RIIO)
      • Energy
      • Research News
    • Postgraduate Research Opportunities
      • Postgraduate Research
      • Doctoral School
    • Events and Training Opportunities
      • Researcher Development
    • The University
      • About Us
      • Our Mission
      • Strategy 2030
      • Annual Review
      • Our Location
      • Academic Schools and Colleges
      • Services and Facilities
      • Vice Chancellor’s Office
      • Working with Business
      • Working with the Community
      • Sustainability
      • Health and Wellbeing
      • Contact Us
    • Working for Us
      • Job Vacancies
    • University Management and Governance
      • Policies and Procedures
      • Slavery and Human Trafficking Statement
      • Management and Governance
    • University and the Community
      • Pontio
      • Sports Facilities
      • Conference Facilities
      • Places to Eat and Drink
      • Public Events
      • Widening Access
      • Services to Schools
    • Business Services
      • Business Services Home
    • Collaboration Hub
      • Collaboration Hub
      • Funding for Collaborative Research and Development (R&D) & Innovation
      • Business Facilities and Networks
      • Consultancy, Specialist Expertise and Knowledge
      • Commercialisation and Intellectual Property (IP)
      • Student Placements and Internships in Business & Enterprise
      • Training and Continuing Professional Development
      • Degree Apprenticeships
    • Conferencing and Business Dining
      • Conferencing Facilities
      • Business Dining
    • Contacts
      • Research, Innovation and Impact Office (RIIO)
      • Get In Touch
    • News
      • Current News
      • Research News
      • Student News
    • Events
      • Events

    • Study Options
      • Study Home
      • Why Study at Bangor?
      • Undergraduate Study
      • Postgraduate Taught Study
      • Postgraduate Research
      • Part-time Courses
      • January Start Courses
      • Degree Apprenticeships
      • Study Abroad
      • Work Experience
    • Study Advice
      • Apply
      • Already Applied?
      • Fees and Finances
      • Scholarships and Bursaries
      • Get Ready for University
    • Explore Bangor
      • Virtual Open Days and Visits
      • Virtual Student Experience

    Find a Course

    Order a Prospectus

    • Student Life
      • Student Life Home
      • Bangor and the Area
      • Social Life and Entertainment
      • Accommodation
      • Clubs and Societies
      • Sport
      • Virtual Student Experience
    • Your Experience at Bangor
      • Student Support
      • Skills and Employability
      • Study or Work Abroad
      • Fees and Finances

    Student Profiles

    Student Videos and Vlogs

    • Choose Bangor
      • International Home
      • Why Bangor?
      • Location
      • Student Support
      • Contact Us
    • Apply
      • Entry Requirements
      • Tuition Fees and Scholarships
      • How to Apply
      • Already Applied
      • Study Abroad
      • Exchanges

    Country Specific Information

    Join us on a Virtual Open Day

    Bangor University International College

    Covid-19 Information

    • Research
      • Research Home
      • About Our Research
      • Research in our Academic Schools
      • Research Institutes and Centres
      • Research Portal
      • Research, Innovation and Impact Office (RIIO)
      • Energy
      • Research News
    • Postgraduate Research Opportunities
      • Postgraduate Research
      • Doctoral School
    • Events and Training Opportunities
      • Researcher Development
    • The University
      • About Us
      • Our Mission
      • Strategy 2030
      • Annual Review
      • Our Location
      • Academic Schools and Colleges
      • Services and Facilities
      • Vice Chancellor’s Office
      • Working with Business
      • Working with the Community
      • Sustainability
      • Health and Wellbeing
      • Contact Us
    • Working for Us
      • Job Vacancies
    • University Management and Governance
      • Policies and Procedures
      • Slavery and Human Trafficking Statement
      • Management and Governance
    • University and the Community
      • Pontio
      • Sports Facilities
      • Conference Facilities
      • Places to Eat and Drink
      • Public Events
      • Widening Access
      • Services to Schools
    • Business Services
      • Business Services Home
    • Collaboration Hub
      • Collaboration Hub
      • Funding for Collaborative Research and Development (R&D) & Innovation
      • Business Facilities and Networks
      • Consultancy, Specialist Expertise and Knowledge
      • Commercialisation and Intellectual Property (IP)
      • Student Placements and Internships in Business & Enterprise
      • Training and Continuing Professional Development
      • Degree Apprenticeships
    • Conferencing and Business Dining
      • Conferencing Facilities
      • Business Dining
    • Contacts
      • Research, Innovation and Impact Office (RIIO)
      • Get In Touch
    • News
      • Current News
      • Research News
      • Student News
    • Events
      • Events

Information for:

  • Alumni
  • Applicants
  • Current Students
  • Staff
  • Parents
  • Job Vacancies
  • Covid-19
My country:

Search

Close

Breadcrumb

  • Cymraeg

Share this page:
  • Twitter
  • Facebook
  • LinkedIn

Apply Now

Find out how to apply

Postgraduate Tuition Fees

View our full tuition fees information

Register your interest in PG study

Register now

Module ASB-4125:
Invstmt Strat & Portfolio Mgmt

Module Facts

Run by Bangor Business School

15.000 Credits or 7.500 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

excellent

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.

threshold

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.

good

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
Written report 25.00
Final Examination 75.00

Teaching and Learning Strategy

Hours
Lecture

One 3-hour lecture/class per week.

30
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:

  • N3BV: MBA Finance year 1 (MBA/FIN)
  • N3DH: MBA Finance (with Incorporated Pre-Masters) year 1 (MBA/FIN1)
  • N3CN: MBA Finance (10 month) year 1 (MBA/FIN10)
  • N3CT: MSc Finance (with Incorporated Pre-Masters) year 1 (MSC/FIN1)
  • N3CM: MSc Finance (10 month) year 1 (MSC/FIN10)
  • N3AJ: MSc Finance year 1 (MSC/FINANCE)
  • N3CC: MSc Investment Management year 1 (MSC/IMGT)
  • N3CX: MSc Investment Management (with Incorporated Pre-Masters) year 1 (MSC/IMGT1)
  • N3CR: MSc Investment Management (10 month) year 1 (MSC/IMGT10)

Optional in courses:

  • N3CH: MA Banking & Finance (Chartered Banker) year 1 (MA/BFCB)
  • N3DC: MA Bank & Fin (Chart Bank) (with Incorporated Pre-Masters) year 1 (MA/BFCB1)
  • N3AD: MBA Banking and Finance year 1 (MBA/BIF)
  • N3DG: MBA Banking and Finance (with Incorporated Pre-Masters) year 1 (MBA/BIF1)
  • N4AK: MSc Accounting and Banking year 1 (MSC/ACB)
  • N4AN: MSc Accounting and Banking (with Incorporated Pre-Masters) year 1 (MSC/ACB1)
  • N4AJ: MSc Accounting year 1 (MSC/ACC)
  • N4AM: MSc Accounting (with Incorporated Pre-Masters) year 1 (MSC/ACC1)
  • N4AP: MSc Accounting and Finance (with Incorporated Pre-Masters) year 1 (MSC/ACCF1)
  • N4AG: MSc Accounting and Finance year 1 (MSC/ACCFIN)
  • N3AX: MSc Banking and Finance year 1 (MSC/BANKFIN)
  • N3CK: MSc Banking & Finance (Chartered Banker) year 1 (MSC/BFCB)
  • N3CW: MSc Bank & Fin (Chartered Banking) (with Incorp Pre-Masters) year 1 (MSC/BFCB1)
  • N3CS: MSc Banking and Finance (with Incorporated Pre-Masters) year 1 (MSC/BKFIN1)
  • N2AY: MSc Management and Finance (with Incorporated Pre-Masters) year 1 (MSC/MANF1)
  • N2AO: MSc Management and Finance year 1 (MSC/MANFIN)

Home

Study

  • Postgraduate Taught Study
Home

Follow Us

  • Twitter
  • Facebook
  • Instagram
  • Youtube
  • LinkedIn

Bangor University

Bangor, Gwynedd, LL57 2DG, UK

+44 (0)1248 351151

Contact Us

Visit Us

Maps & Directions

Policy

  • Legal Compliance
  • Modern Slavery Act 2015 Statement
  • Accessibility Statement
  • Privacy and Cookies
  • Welsh Language Policy
Map

Bangor University is a Registered Charity: No. 1141565

© 2020 Bangor University