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FI4002: FINANCIAL STRATEGY AND INVESTMENT MANAGEMENT (2023-2024)

Last modified: 23 Jul 2024 10:43


Course Overview

Covering the intellectually and commercially fertile ground at the accountancy/finance interface. Considering financial analysis from both theoretical and practical angles. Do you need to understand financial reporting to be an investor? How should we assess the success of an acquisition? Why do accountants think mergers don’t exist? How do companies decide on financing strategies? Does corporate governance and ethics really matter – do share prices react to it? These are some of the questions we will address alongside using DataStream and the ThomsonReuters Eikon system. The course might give you some ideas for your dissertation too.

Course Details

Study Type Undergraduate Level 4
Term First Term Credit Points 30 credits (15 ECTS credits)
Campus Aberdeen Sustained Study No
Co-ordinators
  • Dr Laura McCann

What courses & programmes must have been taken before this course?

  • One of AC1515 Accounting and Entrepreneurship (Passed) or AC1517 Accounting and Entrepreneurship (Passed) or Master Of Arts In Business Management-Finance (SCNU) or Master Of Arts In Finance (SCNU)
  • One of Accountancy (AC) or Finance (FI) or Master Of Arts In Financial Economics or Master Of Arts In International Business or Master Of Business In International Business or Master Of Business In International Business With Gaelic or Master Of Business In International Business With French or Master Of Business In International Business With German or Master Of Arts In International Business With Spanish or Master Of Business In International Business With Spanish or Master Of Arts In Business Management-Finance (SCNU) or Master Of Arts In Finance (SCNU) or Master Of Arts In International Business With Gaelic or Master Of Arts In International Business With French or Master Of Arts In International Business With German or Master Of Arts In International Business With Mandarin or Master Of Business In International Business With Mandarin
  • Either Programme Level 4 or Programme Level 5
  • Any Undergraduate Programme
  • FI3004 Finance 3: Corporate Finance (Passed)

What other courses must be taken with this course?

None.

What courses cannot be taken with this course?

None.

Are there a limited number of places available?

No

Course Description

This course consists of 12 weeks of material that concentrates on the main points of overlap between users and providers of accounting information. In particular it would focus on the investor's perspective on financial information. Advanced portfolio and investment theory. Choosing Investments from a large universe of assets. Accounting information as signals in investment management. Types of investor:

  • Mutual and pension funds
  • Closed end funds
  • Private equity and venture capital
  • Hedge funds and boutiques

Capital market responses to events and event studies, as in:

  • Tax arbitrage

The role of investment banks:

  • Mergers and acquisitions
  • Corporate actions
  • Book building and IPOs

The role of auditor and the accountant as a consultant.


Contact Teaching Time

Information on contact teaching time is available from the course guide.

Teaching Breakdown

More Information about Week Numbers


Details, including assessments, may be subject to change until 30 August 2024 for 1st term courses and 20 December 2024 for 2nd term courses.

Summative Assessments

Essay

Assessment Type Summative Weighting 50
Assessment Weeks Feedback Weeks

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Feedback Word Count 2500
Learning Outcomes
Knowledge LevelThinking SkillOutcome
Sorry, we don't have this information available just now. Please check the course guide on MyAberdeen or with the Course Coordinator

Class Test

Assessment Type Summative Weighting 50
Assessment Weeks Feedback Weeks

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Feedback
Learning Outcomes
Knowledge LevelThinking SkillOutcome
Sorry, we don't have this information available just now. Please check the course guide on MyAberdeen or with the Course Coordinator

Formative Assessment

There are no assessments for this course.

Resit Assessments

Essay

Assessment Type Summative Weighting 50
Assessment Weeks Feedback Weeks

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Feedback Word Count 1500
Learning Outcomes
Knowledge LevelThinking SkillOutcome
Sorry, we don't have this information available just now. Please check the course guide on MyAberdeen or with the Course Coordinator

Essay

Assessment Type Summative Weighting 50
Assessment Weeks Feedback Weeks

Look up Week Numbers

Feedback Word Count 1500
Learning Outcomes
Knowledge LevelThinking SkillOutcome
Sorry, we don't have this information available just now. Please check the course guide on MyAberdeen or with the Course Coordinator

Course Learning Outcomes

Knowledge LevelThinking SkillOutcome
FactualRememberILO’s for this course are available in the course guide.

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