Applying Investment and Risk Management in practice: case studies

This week’s topics

Applying Investment and Risk Management in practice: case studies

1. Case analysis
2. Linking theory to practice
3. Evaluating evidence
4. How should tail risk be managed? (panel discussion)
5. Exploring tail risk in financial catastrophe
6. Simona Abis: Man vs. Machine in Investment Management

What you will be able to do

• 1.2 Discuss how, why and where trading and investment takes place.
• 2.3 Assess how technical analysis strategies are used in practice.
• 3.1 Analyse types of investment risk.
• 3.2 Assess how investment risks can be mitigated.

Activity

Start with this week’s 3 videos, then: Case-study workshop: apply the unit’s concepts to a real or realistic case and evaluate the outcome.

Study materials

Videos

• How should tail risk be managed? (panel discussion) · YouTube · University of Cambridge Judge Business School · 45 min · for registered students
• Exploring tail risk in financial catastrophe · YouTube · University of Cambridge Judge Business School · 24 min · for registered students
• Simona Abis: Man vs. Machine in Investment Management · YouTube · Columbia Business School · 36 min · for registered students
• Managing non-market risk to foreign investments: do nothing or manage actively? · YouTube · The Open University Business School · 54 min · for registered students
• Managing Risk and Behaviour in Financial Markets · YouTube · LSE · 96 min · for registered students

Further resources

• The Orange Book: Management of Risk – Principles and Concepts (HM Treasury, 2023) · PDF · GOV.UK, guidance; 64 pages · for registered students
• Principles of Finance 2e, ch. 20: Risk Management and the Financial Manager · PDF · OpenStax, textbook chapter; pp. 599–629 · for registered students
• Risk Management for Enterprises and Individuals, ch. 5: The Evolution of Risk Management: Enterprise Risk Management · PDF · Saylor Academy, textbook chapter; pp. 185–229 · for registered students