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FIN-40041 - Module Specification
Keele Business School
Faculty of Humanities and Social Sciences

For academic year: 2023/24 Last Updated: 13 February 2024

FIN-40041 - Portfolio Management and Investment Analysis
Coordinator:
Lecture Time: See Timetable...
Level: Level 7
Credits: 15
Study Hours: 150
School Office: 01782 733094

Programme/Approved Electives for 2023/24

None

Available as a Free Standing Elective

No

Co-requisites

None

Prerequisites

None

Barred Combinations

None

Description for 2023/24


Aims
This module introduces students to the fundamentals of modern portfolio theory. It then goes on to illustrate how portfolios are set up to manage investment risk. Moreover it assesses the performance of investment managers by comparing the risk that they take against the return that they achieve. This module also briefly covers alternative approaches to traditional investment management.

Intended Learning Outcomes

demonstrate a systematic understanding of modern portfolio management and the role that risk and return plays in developing portfolios: 1,2
compare and contrast single factor multi-factor and Exchange Traded funds (ETF) models for investment purposes: 1,2
critically evaluate market based performance models and their strengths and limitations in assessing the performance of portfolio managers: 2
demonstrate a critical awareness of alternative forms of investments such as hedge funds: 2
compare and contrast behavioural finance and conventional finance: 2

Study hours

20 hours lectures
4 hours tutorials
126 hours independent studies

School Rules

None

Description of Module Assessment

1: Essay weighted 40%
2000 word essay
2000 word essay on modern portfolio managment

2: Exam weighted 60%
2 hour exam
Students attempt four out of six questions

Please note that for the 2022/23 Academic Year programmes may be adapted to operate in accordance with a flexible, digital approach. This means that there may be some changes made to how modules are delivered and assessed. The latest information will be provided to you by your School in module handbooks. We endeavour to give you as much notice as possible of any changes and details about the circumstance in which changes are made to programmes can be found in the Student Agreement, available at: https://www.keele.ac.uk/student-terms-and-conditions/

Last Updated: 13 February 2024