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Level 7 Diploma in Accounting and Finance

Portfolio Management and Performance Evaluation

AF701 · Investment Analysis — Week 11 of 16

CourseAF701
Week11 of 16
SemesterI
TutorOnline in the course chat

This week’s topics

Portfolio Management and Performance Evaluation

  1. Active versus passive investment strategies
  2. Risk-adjusted performance attribution
  3. Rebalancing constraints and transaction costs
  4. Contemporary portfolio management issues
  5. Jensen's Alpha
  6. Alpha vs. Active Return

What you will be able to do

  • 6.2 Make justified recommendations of appropriate types of savings and investments.
  • 6.3 Critically assess issues relating to portfolio management.

Activity

Start with this week’s 2 videos, then: Seminar, guided reading and a short written task: make justified recommendations of appropriate types of savings and investments.

Study materials

Videos

  • Jensen's Alpha · YouTube · Edspira · 6 min · for registered students
  • Alpha vs. Active Return · YouTube · Edspira · 4 min · for registered students
  • Session 35 (of 42): The Case for Passive Investing - Active Investors' Track Record · YouTube · Aswath Damodaran · 16 min · for registered students

Further resources

  • Principles of Finance 2e, ch. 15: How to Think about Investing · PDF · OpenStax, textbook chapter; pp. 455–482 · for registered students
Materials marked “for registered students” open in the student portal, which is set up as soon as you receive final acceptance.
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Admitted students ask questions on this week’s page in the student portal: an AI assistant trained on the course answers first, and during the course’s timetabled classes Connect to your tutor brings your tutor into the chat, who may start a call if needed.

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