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Financial Markets & Investment - MAN00013M

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  • Department: The York Management School
  • Module co-ordinator: Dr. Moshfique Uddin
  • Credit value: 20 credits
  • Credit level: M
  • Academic year of delivery: 2020-21

Module will run

Occurrence Teaching cycle
A Spring Term 2020-21

Module aims

This module develops both theoretical and practical knowledge in the area of investment management. The goal of the module is to equip students with the tools necessary to make good investment decisions. Indeed, one of the basic insights that student will obtain from this course is that good investments generally do not require forecasting skills, rather in many cases, good investments require the matching of the investments with the objectives and constraints of the investor. In line with these objectives, the module is organized around three board themes. The first theme is understanding theory relevant to determining investment risk and return. The second theme is building a practical risk model tool using real investment data from either a country or an industry sector. The third theme is assessing investment managers performance critically using a range of diagnostics. The course is not intended to track the Chartered Financial Analysts (CFA) syllabus, however, it should prove useful to those intending to take this qualification or enter the Investment Management industry as a portfolio manager or security analyst.

Module learning outcomes

Subject content
This module covers the theory and practice of investment analysis. Through the development of theoretical models, students will understand the techniques used by the professional investors and portfolio managers to analyse alternative risky investments.


Academic and graduate skills
Successful completion of the module will demonstrate that students are able to:-

  • Value securities of various types, with the emphasis on common stocks, bonds, futures, and options.
  • Make strategic asset allocation decisions, including selection of investment asset types, sectors, industries, and individual securities
  • Evaluate and monitor portfolio performance using qualitative and quantitative methods
  • Interpret and understand financial news.

Assessment

Task Length % of module mark
Essay/coursework
3000 word assignment
N/A 100

Special assessment rules

None

Reassessment

Task Length % of module mark
Essay/coursework
3000 word assignment
N/A 100

Module feedback

A comprehensive module assessment report is released to students after the summer term exam board.

Indicative reading

Key text
Bodie, Z., Kane, A. and Marcus, A. (2011), Investments, McGraw-Hill/Irwin 10th edition.


Other texts
Bernstein, P. L. and Damodaran, A. (1999). Investment Management, John Wiley & Sons, Inc.
Haim Levy, and Thierry Post, Investment, 2005, FT Prentice Hall
Coggin, T. D., Fabozzi, F. J. (2003), Handbook of Equity Style Management, John Wiley & Sons.
Fabozzi, F. J. (editor), (2001). Handbook of Portfolio Management, John Wiley & Sons.
Frank, K. Reilly, and Brown, K. C. (2006). Investment Analysis and Portfolio Management, 10th edition2006, South-Western.



The information on this page is indicative of the module that is currently on offer. The University is constantly exploring ways to enhance and improve its degree programmes and therefore reserves the right to make variations to the content and method of delivery of modules, and to discontinue modules, if such action is reasonably considered to be necessary by the University. Where appropriate, the University will notify and consult with affected students in advance about any changes that are required in line with the University's policy on the Approval of Modifications to Existing Taught Programmes of Study.

Coronavirus (COVID-19): changes to courses

The 2020/21 academic year will start in September. We aim to deliver as much face-to-face teaching as we can, supported by high quality online alternatives where we must.

Find details of the measures we're planning to protect our community.

Course changes for new students