| CODE | INS3083 | ||||||
| TITLE | Portfolio Management | ||||||
| UM LEVEL | 03 - Years 2, 3, 4 in Modular Undergraduate Course | ||||||
| MQF LEVEL | 6 | ||||||
| ECTS CREDITS | 4 | ||||||
| DEPARTMENT | Insurance and Risk Management | ||||||
| DESCRIPTION | The study-unit provides a thorough overview of the investment and financial markets together with providing an understanding of the mechanics of professional money management. This unit also enables student participants to attain a firm grasp of areas such as portfolio management, portfolio planning and construction as well as portfolio risk and return. Study-unit Aims: The study-unit aims to: a. equip students with the theoretical and practical tools required to tackle problems in the areas of portfolio management, portfolio planning and construction, risk and return and equity security analysis and valuation; b. enable course participants to understand what investment opportunities are, to make good investment decisions and recognize where investment problems and controversies arise. Learning Outcomes: 1. Knowledge & Understanding By the end of the study-unit the student will be able to: a. analyse investment and portfolio-related financial issues for themselves; b. take real-world financial investment decisions; c. use the range of tools and techniques of financial investments, investment portfolio construction and management; d. analyse cases before taking decisions. 2. Skills By the end of the study-unit the student will be able to: a. analyze the merits or otherwise of specific financial investments and investment portfolios generally; b. judge financial investment opportunities and risks; c. apply the mechanics of professional money management to portfolio management, portfolio construction, risk and return as well as to equity security analysis and valuation. Main Text/s and any supplementary readings: Main Text Jones, C.P (2013) "Investments" , 10th edition, John Wiley & Son Inc, USA. An alternative text McMillan et al. (2010) "Investments: Principles of Portfolio and Equity Analysis", CFA Institute Investment Series, John Wiley and Sons Inc., USA. |
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| STUDY-UNIT TYPE | Lecture | ||||||
| METHOD OF ASSESSMENT |
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| LECTURER/S | Philip M. Beattie |
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The University makes every effort to ensure that the published Courses Plans, Programmes of Study and Study-Unit information are complete and up-to-date at the time of publication. The University reserves the right to make changes in case errors are detected after publication.
The availability of optional units may be subject to timetabling constraints. Units not attracting a sufficient number of registrations may be withdrawn without notice. It should be noted that all the information in the description above applies to study-units available during the academic year 2025/6. It may be subject to change in subsequent years. |
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