Module Details

Module Code: FINA8005
Title: Investment Analysis
Long Title: Investment Analysis
NFQ Level: Advanced
Valid From: Semester 1 - 2016/17 ( September 2016 )
Duration: 1 Semester
Credits: 5
Field of Study: 3430 - Banking, Finance and Investment
Module Delivered in: 2 programme(s)
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).

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.
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.
Module Content & Assessment
Assessment Breakdown%
Coursework40.00%
End of Module Formal Examination60.00%

Assessments

Coursework
Assessment Type Project % of Total Mark 40
Timing Week 7 Learning Outcomes 1,2,4
Assessment Description
Investment analysis group project or case study with quantitative element and report (group or individual to be decided given context) e.g. spreadsheet analysis of bond portfolio value/volatility.
End of Module Formal Examination
Assessment Type Formal Exam % of Total Mark 60
Timing End-of-Semester Learning Outcomes 1,2,3,4
Assessment Description
End-of-Semester Final 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
 
Module Delivered in
Programme Code Programme Semester Delivery
CR_BBUSS_8 Bachelor of Business (Honours) 1 Elective
CR_BACCT_8 Bachelor of Business (Honours) in Accounting 7 Group Elective 2