Module Details
| Module Code: |
FINA8005 |
| Title: |
Investment Analysis
|
|
Long Title:
|
Investment Analysis
|
| NFQ Level: |
Advanced |
| Valid From: |
Semester 1 - 2016/17 ( September 2016 ) |
| Field of Study: |
3430 - Banking, Finance and Investment
|
| Module Description: |
Investment analysis for bonds, equities, property, and use of derivatives.
|
| Learning Outcomes |
| On successful completion of this module the learner will be able to: |
| # |
Learning Outcome Description |
| LO1 |
Assess the economic factors that influence the prices of financial securities |
| LO2 |
Critically assess the different types of investment choices and assess relative risk/return |
| LO3 |
Develop methods for use of derivatives in risk management and speculation. |
| LO4 |
Value investments in bonds, company shares and property. |
| Dependencies |
Module Recommendations
This is prior learning (or a practical skill) that is strongly recommended before enrolment in this module. You may enrol in this module if you have not acquired the recommended learning but you will have considerable difficulty in passing (i.e. achieving the learning outcomes of) the module. While the prior learning is expressed as named MTU module(s) it also allows for learning (in another module or modules) which is equivalent to the learning specified in the named module(s).
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|
Incompatible Modules
These are modules which have learning outcomes that are too similar to the learning outcomes of this module. You may not earn additional credit for the same learning and therefore you may not enrol in this module if you have successfully completed any modules in the incompatible list.
|
| none |
Co-requisite Modules
|
| No Co-requisite modules listed |
Requirements
This is prior learning (or a practical skill) that is mandatory before enrolment in this module is allowed. You may not enrol on this module if you have not acquired the learning specified in this section.
|
| No requirements listed |
| Indicative Content |
|
Securities market & investment assets
Mainstream investment assets,
primary and secondary markets, stock markets, bond markets.
|
|
Bonds
Measures of bond yield, bond valuation, interest rates & bond prices, credit, term structure of interest rates/yield curves, bond price volatility, duration analysis.
|
|
Equities
Share price & dividend growth, dividend discount model, price earnings model, industry analysis/life cycle/competitive analysis, financial ratios.
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|
Property
Different types, characteristics of property markets, rents, yields/IRR, leverage, management issues.
|
|
Derivatives
Using derivates to manage risk, futures, options, pricing of options contracts, common strategies, OTC markets.
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|
Module Content & Assessment
|
| Assessment Breakdown | % |
|---|
| Coursework | 40.00% |
| End of Module Formal Examination | 60.00% |
Assessments
| End of Module Formal Examination |
|
|
| Reassessment Requirement |
Repeat examination
Reassessment of this module will consist of a repeat examination. It is possible that there will also be a requirement to be reassessed in a coursework element.
|
The University reserves the right to alter the nature and timings of assessment
Module Workload
| Workload: Full Time |
| Workload Type |
Contact Type |
Workload Description |
Frequency |
Average Weekly Learner Workload |
Hours |
| Lecture |
Contact |
Lecture |
Every Week |
2.00 |
2 |
| Tutorial |
Contact |
Question and answer session |
Every Week |
1.00 |
1 |
| Independent & Directed Learning (Non-contact) |
Non Contact |
Study |
Every Week |
4.00 |
4 |
| Total Hours |
7.00 |
| Total Weekly Learner Workload |
7.00 |
| Total Weekly Contact Hours |
3.00 |
| Workload: Part Time |
| Workload Type |
Contact Type |
Workload Description |
Frequency |
Average Weekly Learner Workload |
Hours |
| Lecture |
Contact |
lecture |
Every Week |
2.00 |
2 |
| Independent & Directed Learning (Non-contact) |
Non Contact |
Study |
Every Week |
5.00 |
5 |
| Total Hours |
7.00 |
| Total Weekly Learner Workload |
7.00 |
| Total Weekly Contact Hours |
2.00 |
|
Module Resources
|
| Recommended Book Resources |
|---|
-
Brian O'Loughlin, Frank O'Brien. Fundamentals of Investment, 2nd. all, Gill & Macmillan Ltd, Dublin, [ISBN: 978-071714978].
-
Pike, Neale. (2011), Corporate Finance and Investment, 7th. FT Prentice Hall, London, [ISBN: 978-027376346].
| | Supplementary Book Resources |
|---|
-
Zvi Bodie, Alex Kane, Alan J. Marcus. (2011), Investments, 10th. McGraw-Hill/Irwin, Boston, [ISBN: 978-007786167].
-
R Steiner. (2012), Mastering Financial Calculations, 3rd. Pearson, [ISBN: 9780273750581].
| | This module does not have any article/paper resources |
|---|
| Other Resources |
|---|
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website, Financial Times. The Financial Times,
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website, Economist Magazine. The Economist,
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website, Constantin Gurgdiev. True Economics,
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