Teaching Responsibility
LJMU Schools involved in Delivery:
Liverpool Business School
Learning Methods
Lecture
Workshop
Module Offerings
7004LBSIF-SEP-MTP
Aims
To develop students’ understanding of theories and practices in investment and portfolio management at an advanced level.
Learning Outcomes
1.
Reflect upon the investment objectives of both individual and institutional investors, and describe the economic perspectives of the capital market.
2.
Apply investment and portfolio management skills to optimise investors’ objectives with the analysed results of market conditions.
3.
Analyse different asset class investments including equity, fix-income security, and alternative asset classes.
4.
Critically evaluate the portfolio performance in different measures to account for rebalancing needs, and to provide feedback control for portfolio.
Module Content
Outline Syllabus:Investment policy statement.
Economic perspective of the capital market.
Capital allocation and passive portfolio management strategy.
Fixed income securities management.
Alternative assess classes investment.
Capital allocation and active portfolio management strategy.
Portfolio performance evaluation and feedback control.
Module Overview:
To develop students' understanding of theories and practices in investment and portfolio management at an advanced level.
To develop students' understanding of theories and practices in investment and portfolio management at an advanced level.
Additional Information:In this module, students will learn the skills of investment and portfolio management. The topic is highly quantitative in its nature. The students are expected to be able to appreciate the complexity in managing various investment needs in the financial market.
Frequent practice and exposure to financial databases is necessary for the good understanding of these topics. Financial databases such as Bloomberg will also enhance a students potential for a career in finance. The Bloomberg system will be utilised as a data source as well as an optimisation tool within this module.