Last modified: 23 Jul 2024 10:44
This course expands knowledge and understanding of modern portfolio theory in a real-world setting. Our theme is to use a trading simulator to develop and use investment strategies to trade at market prices with an allocated capital sum. Techniques of financial analysis using established ratios and company analysis are developed in a practical manner and portfolios of assets can be built with transactions logged, and comparisons of asset performance with other asset classes and market indices.
| Study Type | Postgraduate | Level | 5 |
|---|---|---|---|
| Term | Third Term | Credit Points | 30 credits (15 ECTS credits) |
| Campus | Aberdeen | Sustained Study | No |
| Co-ordinators |
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In this course we apply and consolidate knowledge of investment and portfolio analysis in a real-world setting. Through using a trading simulator, we use concepts such as market value and book value to make trading decisions and build a portfolio. You will be able to buy and sell assets as if you were managing a real capital sum. The types of decisions you will be concerned with include:
By the end of this course, you will:
Information on contact teaching time is available from the course guide.
| Assessment Type | Summative | Weighting | 80 | |
|---|---|---|---|---|
| Assessment Weeks | 52 | Feedback Weeks | ||
| Feedback |
This 5,000-word report will show and explain the portfolio created by the student, explaining the procedures and including a reflective review as a conclusion. Feedback on the workshop exercise will be provided weekly. Feedback on the final assessment will be written attached to a marking rubric. |
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| Knowledge Level | Thinking Skill | Outcome |
|---|---|---|
| Conceptual | Analyse | Be able to analyse the outcome from investing in a virtual portfolio and justify the performance of the portfolio |
| Conceptual | Analyse | Be able to analyse why announcements such as mergers, acquisitions, dividend policy, share buy backs, corporate governance, and real investment decisions influence share prices |
| Conceptual | Apply | Be able to explain how information about company stock has been interested and provide reasons why prices of equity may change |
| Conceptual | Create | Create a unique portfolio in a virtual setting, buy and sell asset, develop trading strategies and monitor portfolio performance over the period of the project |
| Conceptual | Evaluate | Be able to evaluate portfolio performance and compare performance with others, rationalising outcomes and working together with others, providing rationale for their outcomes |
| Conceptual | Understand | Be able to understand and describe the relationship between risk and expected return, within a project setting, through investing in a virtual portfolio |
| Conceptual | Understand | Understand why it is reasonable to assume that financial securities are fairly priced, in an efficient well-functioning financial market |
| Assessment Type | Summative | Weighting | 20 | |
|---|---|---|---|---|
| Assessment Weeks | 50,51 | Feedback Weeks | 2 | |
| Feedback |
30 minutes Detailed comments on the in-class oral presentation will be provided. |
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| Knowledge Level | Thinking Skill | Outcome |
|---|---|---|
| Conceptual | Apply | Be able to explain how information about company stock has been interested and provide reasons why prices of equity may change |
| Conceptual | Create | Create a unique portfolio in a virtual setting, buy and sell asset, develop trading strategies and monitor portfolio performance over the period of the project |
| Conceptual | Evaluate | Be able to evaluate portfolio performance and compare performance with others, rationalising outcomes and working together with others, providing rationale for their outcomes |
There are no assessments for this course.
| Assessment Type | Summative | Weighting | 100 | |
|---|---|---|---|---|
| Assessment Weeks | Feedback Weeks | |||
| Feedback |
2-hour Exam |
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| Knowledge Level | Thinking Skill | Outcome |
|---|---|---|
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| Knowledge Level | Thinking Skill | Outcome |
|---|---|---|
| Conceptual | Understand | Understand why it is reasonable to assume that financial securities are fairly priced, in an efficient well-functioning financial market |
| Conceptual | Apply | Be able to explain how information about company stock has been interested and provide reasons why prices of equity may change |
| Conceptual | Create | Create a unique portfolio in a virtual setting, buy and sell asset, develop trading strategies and monitor portfolio performance over the period of the project |
| Conceptual | Evaluate | Be able to evaluate portfolio performance and compare performance with others, rationalising outcomes and working together with others, providing rationale for their outcomes |
| Conceptual | Understand | Be able to understand and describe the relationship between risk and expected return, within a project setting, through investing in a virtual portfolio |
| Conceptual | Analyse | Be able to analyse the outcome from investing in a virtual portfolio and justify the performance of the portfolio |
| Conceptual | Analyse | Be able to analyse why announcements such as mergers, acquisitions, dividend policy, share buy backs, corporate governance, and real investment decisions influence share prices |
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