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IB357 - Investment Management

  • Module code: IB357
  • Module name: Investment Management
  • Department: Warwick Business School
  • Credit: 12, 15

Content and teaching | Assessment | Availability

Module content and teaching

Principal aims

The module aims: to deepen your understanding of the design of investment strategies and the management of portfolios of financial assets; to enhance your ability to develop your own investment strategies and to critique the ideas of others; to familiarise you with current trends and practices in asset management, and help prepare you to manage assets in practice.

Principal learning outcomes

By the end of the module you should be able to: explain the principles of portfolio construction; evaluate the use of, and empirical evidence for, different models of asset pricing; define and compute different measures of portfolio performance; discuss the role of bonds in portfolio diversification and the measurement of interest-rate risk; assess the use of derivatives in portfolio management; describe various methods of active portfolio management; translate investor preferences and market information into viable investment strategies; understand how to interpret quantitative data to inform investment decisions; apply statistical concepts with confidence; understand the implications of prices being set by the actions of numerous interacting economic agents; determine the characteristics of the optimum portfolio; explain how to manage interest-rate risk and market risk; assess the performance of a portfolio.

Timetabled teaching activities

1 x 2 hour lecture per week, 1 x 1 hour seminar per week

Departmental link

http://www.wbs.ac.uk/students/undergraduate/

Module assessment

Assessment group Assessment name Percentage
12 CATS (Module code: IB357-12)
D1 (Assessed/examined work) Class Test 20%
  IB3570 Exam 80%
D2 (Assessed/examined work) Extra 3 CATS Assessment STAFF USE ONLY 20%
  IB3570 Exam STAFF USE ONLY 80%
D3 (Assessed/examined work) Class Test 16%
  Extra 3 CATS Assessment 20%
  IB3570 Exam 64%
VA (Visiting students only) 100% assessed for visiting/exchange students 100%
15 CATS (Module code: IB357-15)
D1 (Assessed/examined work) Class Test 20%
  IB3570 Exam 80%
D2 (Assessed/examined work) Extra 3 CATS Assessment STAFF USE ONLY 20%
  IB3570 Exam STAFF USE ONLY 80%
D3 (Assessed/examined work) Class Test 16%
  Extra 3 CATS Assessment 20%
  IB3570 Exam 64%
VA (Visiting students only) 100% assessed for visiting/exchange students 100%

Module availability

This module is available on the following courses:

Core
  • Postgraduate Taught Finance with Behavioural Science (N301) - Year 2
Optional Core

N/A

Optional
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G300) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G300) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30A) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30A) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30A) - Year 5
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30B) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30B) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30B) - Year 5
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30C) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30C) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30C) - Year 5
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30D) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30D) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (G30D) - Year 5
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30E) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30E) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30E) - Year 5
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30F) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30F) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30F) - Year 5
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30G) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30G) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30G) - Year 5
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30H) - Year 3
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30H) - Year 4
  • Undergraduate Master of Mathematics,Operational Research,Statistics and Economics (with Intercalated (G30H) - Year 5
  • Undergraduate Mathematics and Economics (GL11) - Year 3
  • Undergraduate Mathematics and Economics (with Intercalated Year) (GL12) - Year 4
  • Undergraduate Computer and Business Studies (GN51) - Year 3
  • Undergraduate Computer and Business Studies (with Intercalated Year) (GN5A) - Year 4
  • Undergraduate Economics 3 Year Variants (L100) - Year 3
  • Undergraduate Economics 4 Year Variants (L103) - Year 4
  • Undergraduate Economics 4 Year Variants (L114) - Year 4
  • Undergraduate Economics 3 Year Variants (L116) - Year 3
  • Undergraduate Economics 4 Year Variants (L117) - Year 4
  • Undergraduate Economics, Politics and International Studies (LM1D) - Year 3
  • Undergraduate Economics 4 Year Variants (LM1H) - Year 4
  • Undergraduate Law and Business Studies (MN31) - Year 3
  • Undergraduate Law and Business Studies (MN32) - Year 3
  • Undergraduate Law and Business Studies (MN32) - Year 4
  • Law and Business Four Year (Qualifying Degree) (MN34) - Year 3
  • Law and Business Four Year (Qualifying Degree) (MN34) - Year 4
  • Undergraduate Law and Business Studies with Intercalated Year (3+1) (MN35) - Year 3
  • Undergraduate Law and Business Studies with Intercalated Year (3+1) (MN35) - Year 4
  • Undergraduate Law and Business Studies with Intercalated Year (4+1) (MN36) - Year 4
  • Undergraduate Law and Business Studies with Intercalated Year (4+1) (MN36) - Year 5
  • Undergraduate Law and Business Studies (Qualifying Degree) with Intercalated Year (MN37) - Year 4
  • Undergraduate Law and Business Studies (Qualifying Degree) with Intercalated Year (MN37) - Year 5
  • Undergraduate International Business (N140) - Year 4
  • Undergraduate International Business with French (N1R1) - Year 4
  • Undergraduate International Business with German (N1R2) - Year 4
  • Undergraduate International Business with Italian (N1R3) - Year 4
  • Undergraduate International Business with Spanish (N1R4) - Year 4
  • BSc in Management (N201) - Year 3
  • BSc in Management (with Intercalated Year/UPP) (N202) - Year 4
  • BSc in International Management (N203) - Year 4
  • BSc in Management (with Intercalated Year/UPP) (N210) - Year 4
  • Undergraduate Information Systems Management and Innovation (N211) - Year 3
  • Undergraduate Information Systems Management and Innovation (with Intercalated Year) (N214) - Year 4
  • BSc in Management (N230) - Year 3
  • BSc in Management (with Intercalated Year/UPP) (N231) - Year 4
  • BSc in Management (N250) - Year 3
  • BSc in Management (with Intercalated Year/UPP) (N251) - Year 4
  • Undergraduate Accounting and Finance (NN35) - Year 3
  • Undergraduate Accounting and Finance (with Intercalated Year/Undergraduate Partnership Programme) (NN36) - Year 4
  • Undergraduate Accounting and Finance (with Intercalated Year/Undergraduate Partnership Programme) (NN37) - Year 4
  • Undergraduate Philosophy, Politics and Economics (V7ML) - Year 2
  • Undergraduate Philosophy, Politics and Economics (V7ML) - Year 3
  • Undergraduate Philosophy, Politics and Economics (with Intercalated year) (V7MM) - Year 4
  • Undergraduate Philosophy, Politics and Economics (V7MP) - Year 2
  • Undergraduate Philosophy, Politics and Economics (V7MP) - Year 3
  • Undergraduate Philosophy, Politics and Economics (with Intercalated year) (V7MQ) - Year 4
  • Undergraduate Philosophy, Politics and Economics (V7MR) - Year 2
  • Undergraduate Philosophy, Politics and Economics (V7MR) - Year 3
  • Undergraduate Philosophy, Politics and Economics (V7MR) - Year 4
  • Undergraduate Philosophy, Politics and Economics (with Intercalated year) (V7MS) - Year 4