Modiwl ADB-2217:
Buddsoddiant

Ffeithiau’r Modiwl

Rhedir gan Bangor Business School

10 Credyd neu 5 Credyd ECTS

Semester 1

Trefnydd: Prof Owain ap Gwilym

Amcanion cyffredinol

Darparu sylfaen gadarn yn y theori a'r ymarfer sy'n ymwneud â'r dosbarthiadau prif asedau.

To provide a solid grounding in the theory and practice relating to the principal asset classes.

Cynnwys cwrs

Gall gynnwys yr elfennau canlynol, ond heb ei gyfyngu i hyn: Buddsoddwyr, amcanion buddsoddi a mecanweithiau buddsoddi; risg ac adenillion buddsoddi; theori portffolio a'r model prisio asedau cyfalaf; prisiad (gwerth amser arian); ecwiti (nodweddion, prisiad, marchnadoedd ecwiti'r byd); gwarantau incwm sefydlog (nodweddion, bond y byd, prisiad, deall cyfraddau credyd a chynnyrch); a rheoli buddsoddiadau (rhagdybiaeth effeithlon o'r farchnad, dadansoddiad sylfaenol a thechnegol, a strategaethau rheoli buddsoddiadau).

The content may include but will not be limited to the following aspects: Investors, investment objectives and mechanics of investment; Investment risk and return; Portfolio theory and the Capital Asset Pricing Model; Valuation (time value of money); Equities (characteristics, valuation, world equity markets); Fixed Income securities (characteristics, world bond, valuation, understanding credit ratings and yield); and Investment management (Efficient Market Hypothesis, fundamental and technical analysis, and Investment management strategies).

Meini Prawf

trothwy

'D- to D+': Safon foddhaol Dim o bwys wedi ei hepgor neu'n anghywir o ran defnyddio gwybodaeth/sgiliau. Rhywfaint o ddealltwriaeth o elfennau damcaniaethol/cysyniadol/ymarferol. Cyfuno theori/ymarfer/gwybodaeth i'w weld yn ysbeidiol wrth gyflawni amcanion y gwaith a asesir.

'D- to D+': Satisfactory standard 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.

C- i C+

'C- i C +': Safon Gyfartalog Llawer o’r wybodaeth a’r sgiliau perthnasol wedi’u defnyddio'n gywir at ei gilydd. Dealltwriaeth ddigonol o elfennau damcaniaethol/cysyniadol/ymarferol. Integreiddio gweddol o theori/ymarfer/gwybodaeth wrth geisio cyflawni amcanion y gwaith a asesir. Peth tystiolaeth o ddefnyddio sgiliau creadigol ac adfyfyriol.

'C- to C+' Average Standard 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.

da

'B- i B +' Safon Uchel Perfformiad da iawn. Defnyddir y rhan fwyaf o'r wybodaeth berthnasol yn gywir. Dealltwriaeth dda o elfennau damcaniaethol/cysyniadol/ymarferol. Integreiddio da o theori/ymarfer/gwybodaeth wrth geisio cyflawni amcanion y gwaith a asesir. Tystiolaeth o ddefnyddio sgiliau creadigol ac adfyfyriol.

'B- to B+' 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.

ardderchog

'A- i A +' Safon ragorol Perfformiad rhagorol, yn eithriadol o alluog. Defnyddio'r wybodaeth berthnasol yn gywir. Dealltwriaeth ragorol o elfennau damcaniaethol/cysyniadol/ymarferol. Integreiddio da o theori/ymarfer/gwybodaeth wrth geisio cyflawni amcanion y gwaith a asesir. Tystiolaeth gref o ddefnyddio sgiliau creadigol ac adfyfyriol.

  • 'A- to A+' Excellent standard 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.*

Canlyniad dysgu

  1. Defnyddio dulliau o ddewis buddsoddiadau a swyddogaeth creu portffolio amrywiol, ar draws ddosbarthiadau o asedau ac yn ddaearyddol.

  2. Defnyddio dulliau prisio sylfaenol gydag ecwiti ac offerynnau incwm sefydlog a dadansoddi prif ysgogiadau adenillion.

  3. Dadansoddi mecanwaith buddsoddi mewn marchnadoedd ariannol a phrif nodweddion marchnadoedd allweddol y byd.

  4. Dadansoddi amcanion buddsoddi arferol dosbarthiadau allweddol o fuddsoddwyr, yn cynnwys y berthynas risg-adenillion a swyddogaeth osgoi risg.

Dulliau asesu

Math Enw Disgrifiad Pwysau
ARHOLIAD Arholiad 2 awr S1 / Exam 2 hours S1

Dewis o Bedwar Cwestiwn. Atebwch Ddau. Cwestiynau o fath rhifol a chysyniadol hefyd.

Choice of Four Questions. Answer Two. Both numerical and conceptual types' questions.

80
GWAITH CWRS Prawf Ar-lein / On-line test

Prawf ar-lein cwestiynau amlddewis. Prawf ar-lein prawf llyfr agored

Multiple choices' questions. Open book On-line test.

20

Strategaeth addysgu a dysgu

Oriau
Private study

Amser darllen, paratoi a gwneud asesiadau

Reading time, preparing and taking assessments.

80
Lecture

Un ddarlith 2 awr yr wythnos.

One 2-hour lecture per week.

20

Sgiliau Trosglwyddadwy

  • Rhifedd - Medrusrwydd wrth ddefnyddio rhifau ar lefelau priodol o gywirdeb
  • Archwilio - Gallu ymchwilio ac ystyried dewisiadau eraill
  • Adalw gwybodaeth - Gallu mynd at wahanol ac amrywiol ffynonellau gwybodaeth
  • Sgiliau Rhyngbersonol - Gallu gofyn cwestiynau, gwrando'n astud ar atebion a'u harchwilio
  • Dadansoddi Beirniadol & Datrys Problem - Gallu dadelfennu a dadansoddi problemau neu sefyllfaoedd cymhleth. Gallu canfod atebion i broblemau drwy ddadansoddiadau ac archwilio posibiliadau
  • Cyflwyniad - Gallu cyflwyno gwybodaeth ac esboniadau yn glir i gynulleidfa. Trwy gyfryngau ysgrifenedig neu ar lafar yn glir a hyderus.
  • Gwaith Tîm - Gallu cydweithio'n adeiladol ag eraill ar dasg gyffredin, ac/neu fod yn rhan o dîm gweithio o ddydd i ddydd

Sgiliau pwnc penodol

  • knowledge of theories and empirical evidence concerning financial management, risk and the operation of capital markets (in cases of degrees with significant finance content).
  • An appreciation of the nature of the contexts in which finance can be seen as operating, including knowledge of the institutional framework necessary for understanding the role, operation and function of markets and financial institutions (e.g. the economic, legal, regulatory and tax environment, both national and international; the firm; the capital markets and the public sector).
  • A knowledge of the major theoretical tools and theories of finance, and their relevance and application to theoretical and practical problems (e.g. concept of arbitrage and examples of its use; financial mathematics and capital budgeting criteria; informational efficiency; optimal risk sharing; portfolio theory; asset pricing models and the valuation of securities; cost of capital; derivative pricing; risk management; information asymmetry; principal agency relationships; signalling; Fisher separation and capital budgeting criteria; behavioural finance; term structure and the movement of interest rates; determination of exchange rates and financial intermediation).
  • An understanding of the factors influencing the investment behaviour and opportunities of private individuals (bonds, equities, and derivatives; risk aversion; risk/return trade-offs; portfolio management and performance measurement; pensions and long term savings; the tax treatment of savings and investments; international diversification; forex risk; objectives of and constraints on institutional investors and advisors).
  • An understanding of financial service activity in the economy, and an appreciation of how finance theory and evidence can be employed to interpret these services (for example, information asymmetry, adverse selection and moral hazard could be employed to analyse the fundamental nature of services, such as insurance, pensions, bank lending and consumer credit, and also explore fundamental problems arising in such financial service provision. Efficient market hypothesis could be used to explore evidence for fund manager performance and the effectiveness of equity and bond saving services).
  • Problem solving and critical analysis: analysing facts and circumstances to determine the cause of a problem and identifying and selecting appropriate solutions.
  • Numeracy: the use of quantitative skills to manipulate data, evaluate, estimate and model business problems, functions and phenomena.

Adnoddau

Goblygiadau o ran adnoddau ar gyfer myfyrwyr

No

Rhestrau Darllen Bangor (Talis)

http://readinglists.bangor.ac.uk/modules/adb-2217.html

Rhestr ddarllen

Bodie, Z., Kane, A. and Marcus, A.J. (2019). Essentials of Investments. 11th edition McGraw-Hill.

McGraw-Hill. Pilbeam, K. (2018). Finance and Financial Markets. 2nd EditionPalgrave Macmillan.

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