ECO-30053 - Investment Management
Coordinator: Xiafei Li
Lecture Time: See Timetable...
Level: Level 6
Credits: 15
Study Hours: 150
School Office: 01782 733094

Programme/Approved Electives for 2024/25


Available as a Free Standing Elective





ECO-20007 Finance 1

Barred Combinations


Description for 2024/25

The aim of this module is to provide students with an understanding of how financial investment portfolios are established and managed.

Intended Learning Outcomes

Understand how to profile an investment management client: 1,2
Make asset allocation decisions using a range of techniques including indexing, diversification, mean-variance analysis, the Black-Litterman model and market timing: 1,2
Appraise the performance of investment portfolios and individual securities: 1,2
Understand the theoretical weaknesses and technical advantages and disadvantages of alternative performance measurement techniques: 2
Make security selection decisions using a range of techniques including mean-variance analysis, and growth and value investing: 2
Evaluate and manage fixed income portfolios using techniques of duration, convexity, immunization and active techniques: 2

Study hours

Lectures: 20 hours
Tutorials: 4 hours
Computer test: 1.5 hours
Tutorial preparation: 24 hours
Mid-term test preparation: 12 hours
Self-study and final exam revision: 86.5 hours
Final Exam: 2 hours

School Rules


Description of Module Assessment

1: Class Test weighted 35%
Computer-based exam
Assessment 1 is a 1.5-hour unseen computer-based exam of short answer questions and multiple-choice questions.

2: Exam weighted 65%
Unseen Exam (2 hours)
Assessment 2 is a 2 hour unseen final exam. This final exam includes Four compulsory short answer questions plus Two long answer questions to be answered from a set of four questions. All questions will involve both numerical problem solving and the analysis of solutions and theoretical models.