Modiwl ASB-4125:
Invstmt Strat & Portfolio Mgmt
Ffeithiau’r Modiwl
Rhedir gan Bangor Business School
15.000 Credyd neu 7.500 Credyd ECTS
Semester 1
Trefnydd: Prof Rasha Alsakka
Amcanion cyffredinol
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.
Cynnwys cwrs
- 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. .
Meini Prawf
ardderchog
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.
trothwy
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.
da
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.
Canlyniad dysgu
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Explain the different sources of risk and return in managing equity and bond portfolios.
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Construct a portfolio from a range of available investment instruments, including bonds, equities and derivative securities.
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Explain the key considerations in risk management and risk management of portfolios.
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Analyse appropriate benchmarks and methods for the evaluation of the performance of a portfolio of investments.
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Demonstrate awareness of the process of investment management.
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Apply the principles of investment theory and practice to the optimal selection of investments to satisfy a specific set of risk-return objectives.
Dulliau asesu
| Math | Enw | Disgrifiad | Pwysau |
|---|---|---|---|
| GWAITH CWRS | Written report | 25.00 | |
| GWAITH CWRS | Final Examination | 75.00 |
Strategaeth addysgu a dysgu
| Oriau | ||
|---|---|---|
| Lecture | One 3-hour lecture/class per week. |
30 |
| Private study | 120 |
Sgiliau Trosglwyddadwy
- Llythrennedd - Medrusrwydd mewn darllen ac ysgrifennu drwy amrywiaeth o gyfryngau
- Rhifedd - Medrusrwydd wrth ddefnyddio rhifau ar lefelau priodol o gywirdeb
- Defnyddio cyfrifiaduron - Medrusrwydd wrth ddefnyddio ystod o feddalwedd cyfrifiadurol
- Archwilio - Gallu ymchwilio ac ystyried dewisiadau eraill
- Adalw gwybodaeth - Gallu mynd at wahanol ac amrywiol ffynonellau gwybodaeth
- Dadansoddi Beirniadol & Datrys Problem - Gallu dadelfennu a dadansoddi problemau neu sefyllfaoedd cymhleth. Gallu canfod atebion i broblemau drwy ddadansoddiadau ac archwilio posibiliadau
- Gwaith Tîm - Gallu cydweithio'n adeiladol ag eraill ar dasg gyffredin, ac/neu fod yn rhan o dîm gweithio o ddydd i ddydd
Cyrsiau sy’n cynnwys y modiwl hwn
Gorfodol mewn cyrsiau:
- 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)
Opsiynol mewn cyrsiau:
- M1AL: LLM Law and Banking year 1 (LLM/LB)
- 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)