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Level 7 Diploma in Accounting and Finance

Applying Investment Analysis in practice: case studies

AF701 · Investment Analysis — Week 12 of 16

CourseAF701
Week12 of 16
SemesterI
TutorOnline in the course chat

This week’s topics

Applying Investment Analysis in practice: case studies

  1. Case analysis
  2. Linking theory to practice
  3. Evaluating evidence
  4. Institutional Trading Around Corporate News: Evidence from Textual Analysis
  5. Simona Abis: Man vs. Machine in Investment Management
  6. Enrichetta Ravina: Investment Strategies of the Rich

What you will be able to do

  • 1.2 Evaluate key characteristics of each type of security.
  • 2.2 Analyse the policies and procedures relating to the trading of securities and new issues in world markets.
  • 2.3 Assess issues in global markets including the London Stock Exchange.
  • 3.2 Evaluate the use of securities.
  • 3.3 Critically assess the underlying concepts of market analysis and efficiency.
  • 4.2 Analyse the characteristics of indirect and direct taxes.
  • 4.3 Assess the principles of taxation and their implications for relevant stakeholders.
  • 5.2 Evaluate a range of risk mitigation methods used in investments.
  • 5.3 Analyse practical risk mitigation methods.
  • 6.3 Critically assess issues relating to portfolio management.

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

  • Institutional Trading Around Corporate News: Evidence from Textual Analysis · YouTube · Columbia Business School · 50 min · for registered students
  • Simona Abis: Man vs. Machine in Investment Management · YouTube · Columbia Business School · 36 min · for registered students
  • Enrichetta Ravina: Investment Strategies of the Rich · YouTube · Columbia Business School · 15 min · for registered students
  • Session 11 (MBA): Cost of Capital & First Steps on Investment Analysis · YouTube · Aswath Damodaran · 87 min · for registered students

Further resources

  • The Green Book: Central Government Guidance on Appraisal and Evaluation (HM Treasury, 2026) · PDF · GOV.UK, guidance; 88 pages · for registered students
  • Principles of Finance 2e, ch. 16.6: Using Excel for investment decisions · PDF · OpenStax, textbook chapter; pp. 486–494 · for registered students
  • Five Misunderstandings About Case-Study Research · Reading · Arxiv, article · for registered students
Materials marked “for registered students” open in the student portal, which is set up as soon as you receive final acceptance.
Week 11Week 13
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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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