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Principles of Investment Management


  • Credit value: 15 credits at Level 7
  • Convenor and tutor: Ellen Pei-yi Yu
  • Assessment: a three-hour examination plus 10 minutes' reading time (100%)

Module description

This module provides the required knowledge of investment management and a base for more advanced modules in investment such as portfolio management and valuation analysis and risk management.

Key investment topics covered include: securities markets, securities transactions, risk and return, modern portfolio theory, investing in stocks, fixed income and derivatives, valuation and behavioural finance.

The module focuses on the principles and practices of how the firm values its business and manages risk, and develops technical, analytical and critical skills in advanced finance topics.

Learning objectives

By the end of this module, you should understand:

  • the basic concepts of investment
  • the importance of bonds and stocks
  • risk, return and portfolio concepts.