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Investment Analysis

AF701

Course CodeAF701
ECTS

Course Description

The aim of this unit is to develop learners’ understanding of investment theories and market equilibrium models, and includes the requirement to perform bond valuations and evaluate current investment performance. On successful completion of this unit, learners will be equipped with the skills to critically assess the cause and effect of developments on the world’s capital market. Learners will be able to make effective recommendations for future investments.

Course Objectives

The aim of this unit is to develop learners’ understanding of investment theories and market equilibrium models, and includes the requirement to perform bond valuations and evaluate current investment performance. On successful completion of this unit, learners will be equipped with the skills to critically assess the cause and effect of developments on the world’s capital market. Learners will be able to make effective recommendations for future investments.

Key Topics

  1. LO1: Understand different types of securities.
  2. LO2: Understand the regulation of security trading and new issues in world markets.
  3. LO3: Be able to apply principles of investment theory, securities and market analysis.
  4. LO4: Understand the principles of taxation.
  5. LO5: Understand the laws and regulations controlling the financial services industry.
  6. LO6: Be able to plan, manage and assess client portfolios.

Course Outline

WeekTopics
1Securities and Asset Classes
2Securities Valuation and Strategic Use
3Market Operations and New Issues
4Global Capital Markets and the London Stock Exchange
5Investment Theories and Market Efficiency
6Taxation and Investment Decision-Making
7Financial Services Regulation and Compliance
MidtermMidterm evaluation
9Investment Risk Assessment and Mitigation
10Client Profiling and Asset Allocation
11Portfolio Management and Performance Evaluation
12Applying Investment Analysis in practice: case studies
13Assignment workshop: research, planning and referencing
14Assignment workshop: drafting, feedback and improvement
15Review and coursework completion
FinalFinal assessment and submission

Learning Outcomes

  1. LO1 Understand different types of securities.
  2. 1.1 Explain types of securities and associated concepts.
  3. 1.2 Evaluate key characteristics of each type of security.
  4. LO2 Understand the regulation of security trading and new issues in world markets.
  5. 2.1 Explain regulations and procedures used in trading securities.
  6. 2.2 Analyse the policies and procedures relating to the trading of securities and new issues in world markets.
  7. 2.3 Assess issues in global markets including the London Stock Exchange.
  8. LO3 Be able to apply principles of investment theory, securities and market analysis.
  9. 3.1 Explain the principles of investment theory.
  10. 3.2 Evaluate the use of securities.
  11. 3.3 Critically assess the underlying concepts of market analysis and efficiency.
  12. LO4 Understand the principles of taxation.
  13. 4.1 Explain indirect and direct taxes.
  14. 4.2 Analyse the characteristics of indirect and direct taxes.
  15. 4.3 Assess the principles of taxation and their implications for relevant stakeholders.
  16. LO5 Understand the laws and regulations controlling the financial services industry.
  17. 5.1 Explain laws and regulations controlling the financial services industry.
  18. 5.2 Evaluate a range of risk mitigation methods used in investments.
  19. 5.3 Analyse practical risk mitigation methods.
  20. LO6 Be able to plan, manage and assess client portfolios.
  21. 6.1 Explain client portfolios in accordance with customer profiles.
  22. 6.2 Make justified recommendations of appropriate types of savings and investments.
  23. 6.3 Critically assess issues relating to portfolio management.
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