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

  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.

Dulliau asesu

Math Enw Disgrifiad Pwysau
Written report 25.00
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:

Opsiynol mewn cyrsiau: