Module Database Search
| MODULE DESCRIPTOR | |||
|---|---|---|---|
| Module Title | |||
| Portfolio Investment and Wealth Management | |||
| Reference | BSM703 | Version | 8 |
| Created | January 2024 | SCQF Level | SCQF 11 |
| Approved | July 2019 | SCQF Points | 15 |
| Amended | March 2024 | ECTS Points | 7.5 |
| Aims of Module | |||
|---|---|---|---|
| To provide students with the skills required to effectively design, manage and evaluate the performance of alternative investment portfolios within a wealth management context. | |||
| Learning Outcomes for Module | |
|---|---|
| On completion of this module, students are expected to be able to: | |
| 1 | Appraise the process of portfolio management and the practical significance of market efficiency within this context. |
| 2 | Construct an effective portfolio taking into account the investor's risk and return objectives as well as their investment constraints. |
| 3 | Appraise various portfolio performance evaluation techniques. |
| 4 | Critically evaluate the effectiveness of performance evaluation techniques. |
| Indicative Module Content |
|---|
| The concept of market efficiency; the concept of portfolio; the concept of optimal portfolio; risk and investment strategy, including ethical and sustainability considerations; portfolio planning and construction; active and passive portfolio management strategies; investment policy statement; asset allocation and diversification; security selection; measures of portfolio risk and return; portfolio performance evaluation. |
| Module Delivery |
|---|
| This is a lecture-based course supplemented with tutorials, workshops and directed study. |
| Indicative Student Workload | Full Time | Part Time |
|---|---|---|
| Contact Hours | 36 | N/A |
| Non-Contact Hours | 114 | N/A |
| Placement/Work-Based Learning Experience [Notional] Hours | N/A | N/A |
| TOTAL | 150 | N/A |
| Actual Placement hours for professional, statutory or regulatory body |
| ASSESSMENT PLAN | |||||
|---|---|---|---|---|---|
| If a major/minor model is used and box is ticked, % weightings below are indicative only. | |||||
| Component 1 | |||||
| Type: | Coursework | Weighting: | 100% | Outcomes Assessed: | 1, 2, 3, 4 |
| Description: | Individual coursework involving portfolio construction, evaluation and presentation of wealth management recommendations. | ||||
| MODULE PERFORMANCE DESCRIPTOR | |
|---|---|
| Explanatory Text | |
| Component 1 comprises 100% of the module grade. To pass the module, a D grade is required. | |
| Module Grade | Minimum Requirements to achieve Module Grade: |
| A | A |
| B | B |
| C | C |
| D | D |
| E | E |
| F | F |
| NS | Non-submission of work by published deadline or non-attendance for examination |
| Module Requirements | |
|---|---|
| Prerequisites for Module | None. |
| Corequisites for module | None. |
| Precluded Modules | None. |
| ADDITIONAL NOTES |
|---|
| References to relevant journal articles will be provided as supporting and developmental reading. |
| INDICATIVE BIBLIOGRAPHY | |
|---|---|
| 1 | ELTON, E.J. et al., 2013. Modern portfolio theory and investment analysis. 9th ed. Hoboken: John Wiley. Available online at: https://dl.rasabourse.com/Books/Finance%20and%20Financial%20Markets/%5BEdwin_J._Elton%2C_Martin_J._Gruber%2C_Stephen_J._Brow_Modern%20Portfolio%20Theory%20and%20Investment%28rasabourse.com%29.pdf |
| 2 | JORDAN, B.D., MILLER, T.W. and DOLVIN, S.D., 2024. Fundamentals of investments; valuation and management. 10th ed. New York: McGraw-Hill Education. |
| 3 | LOFTHOUSE, S., 2001. Investment management. 2nd ed. Chichester: John Wiley. |
| 4 | McMillan, M., et al., 2011. Investments: Principles of Portfolio and Equity Analysis. New Jersey: John Wiley and Sons. |