Investment Management Syllabus

Aims and Objectives

Investment management is the professional management of a number of securities (e.g., stocks, bonds)
and  real assets (e.g., property, commodities), to meet specific investment goals for the benefit of the investors.
Investors may be institutional establishments (insurance companies, pension funds, corporations etc.) or private
investors (both directly via investment contracts and more commonly via collective investment
schemes such as mutual funds or hedge funds). The objectives of this module are to provide a
comprehensive overview of portfolio management in theory and practice.

On completion of the module students should be able to:

· Critically analyse several valuation models for bonds and equities
· Understand the problems of international investment strategy
· Identify key information needs by investment managers
· Analyse the current state of financial markets based on macro-economics
· Appreciate the role of institutional investors in corporate governance

Outline Syllabus

Efficient markets; Capital Asset Pricing Theory; Arbitrage Pricing Theory; Valuation of Bonds and
Bond Fund Management; Valuation of Equities and Equity Fund Management; International Portfolio
Management; Institutional Investors and Corporate Governance.

Lecture Topics Each Week

1 Investment Basics
2 Bond Prices and Yields
3 Equity Valuation Model
4 Risk and Return
5 Asset Pricing Models: CAPM and APT
6 Risk Diversification and Portfolio Investment
7 Optimal Risky Portfolios
8 Forward and Future Markets
9 Option Market and Valuation

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