- Department: The York Management School
- Credit value: 20 credits
- Credit level: M
- Academic year of delivery: 2022-23
Occurrence | Teaching period |
---|---|
A | Spring Term 2022-23 |
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.
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:-
Task | % of module mark |
---|---|
Essay/coursework | 100 |
None
Task | % of module mark |
---|---|
Essay/coursework | 100 |
A comprehensive module assessment report is released to students after the summer term exam board.
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.