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FINA8006 - Investment Management

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Title:Investment Management
Long Title:Investment Management
Module Code:FINA8006
 
Duration:1 Semester
Credits: 5
NFQ Level:Advanced
Field of Study: Banking, Finance and Investment
Valid From: Semester 1 - 2016/17 ( September 2016 )
Module Delivered in 2 programme(s)
Module Coordinator: Claire OSullivan Rochford
Module Author: KIERAN O REILLY
Module Description: This module covers investment management, investment risk, portfolio management, fund management, behavioural issues, investment methodology.
Learning Outcomes
On successful completion of this module the learner will be able to:
LO1 Describe investment risk and apply portfolio theory to the management of risk
LO2 Apply the Capital Asset Pricing Model to investment decisions
LO3 Develop investment recommendations for the on-going management of a financial portfolio.
LO4 Discuss the behavioural issues involved in investment decisions
LO5 Suggest an investment strategy given client objectives
Pre-requisite learning
Module Recommendations
This is prior learning (or a practical skill) that is strongly recommended before enrolment in this module. You may enrol in this module if you have not acquired the recommended learning but you will have considerable difficulty in passing (i.e. achieving the learning outcomes of) the module. While the prior learning is expressed as named CIT module(s) it also allows for learning (in another module or modules) which is equivalent to the learning specified in the named module(s).
Incompatible Modules
These are modules which have learning outcomes that are too similar to the learning outcomes of this module. You may not earn additional credit for the same learning and therefore you may not enrol in this module if you have successfully completed any modules in the incompatible list.
No incompatible modules listed
Co-requisite Modules
No Co-requisite modules listed
Requirements

This is prior learning (or a practical skill) that is mandatory before enrolment in this module is allowed. You may not enrol on this module if you have not acquired the learning specified in this section.

No requirements listed
 

Module Content & Assessment

Indicative Content
Risk and portfolios
Risk and risk premium, capital allocation/capital market line, markowitz portfolio selection models, capital asset pricing model, market portfolio & risk premium, security market line.
Economic and industry analysis
Global & domestic economy, business cycle & economic indicators, phases of economic & investment cycles, growth & inflation, speulative excess, industry analysis, use of valuation models.
Fund management
Efficient Market Hypothesis, Key elements of fund management firms, investment style, passive & active fund management, value & growth managers, client requirements & investment decision making.
Behavioural Issues
Understanding rationality in decision making, biases and emotions, importance of method.
Assessment Breakdown%
Course Work40.00%
End of Module Formal Examination60.00%
Course Work
Assessment Type Assessment Description Outcome addressed % of total Assessment Date
Written Report group case study or project (with quantitative component) e.g. portfolio optimisation using spreadsheet models. 1,2,3,5 40.0 Week 6
End of Module Formal Examination
Assessment Type Assessment Description Outcome addressed % of total Assessment Date
Formal Exam End-of-Semester Final Examination 1,2,3,4,5 60.0 End-of-Semester
Reassessment Requirement
Repeat examination
Reassessment of this module will consist of a repeat examination. It is possible that there will also be a requirement to be reassessed in a coursework element.

The institute reserves the right to alter the nature and timings of assessment

 

Module Workload

Workload: Full Time
Workload Type Workload Description Hours Frequency Average Weekly Learner Workload
Lecture course content 2.0 Every Week 2.00
Tutorial question and answer sessions 1.0 Every Week 1.00
Independent & Directed Learning (Non-contact) study 4.0 Every Week 4.00
Total Hours 7.00
Total Weekly Learner Workload 7.00
Total Weekly Contact Hours 3.00
Workload: Part Time
Workload Type Workload Description Hours Frequency Average Weekly Learner Workload
Lecture lecture 2.0 Every Week 2.00
Independent & Directed Learning (Non-contact) Study 5.0 Every Week 5.00
Total Hours 7.00
Total Weekly Learner Workload 7.00
Total Weekly Contact Hours 2.00
 

Module Resources

Recommended Book Resources
  • O'Brien, O'Loughlin 2011, Fundamentals of Investment, 2nd Ed., all, Gill MacMIllan Dublin [ISBN: 978071714978]
  • Pike, Neale 2011, Corporate Finance and Investment, 7th Ed., FT Prentice Hall London [ISBN: 978027376346]
  • John Downes, Jordan Elliot Goodman 2010, Dictionary of finance and investment terms, all, Barron's Educational Series Hauppauge, N.Y. [ISBN: 0764107909]
  • R Steiner 2012, Mastering Financial Calculations, 3rd Ed., Pearson [ISBN: 9780273750581]
Supplementary Book Resources
  • Bodie, Kane, Marcus 2011, Investments, 10th Ed., McGraw-Hill Irwin Boston [ISBN: 978007786167]
  • J Montier 2009, Value Investing, 1st Ed., Wiley [ISBN: 9780470683590]
Recommended Article/Paper Resources
This module does not have any other resources
 

Module Delivered in

Programme Code Programme Semester Delivery
CR_BBUSS_8 Bachelor of Business (Honours) 2 Elective
CR_BACCT_8 Bachelor of Business (Honours) in Accounting 8 Group Elective 2

Cork Institute of Technology
Rossa Avenue, Bishopstown, Cork

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Email: help@cit.edu.ie