FINA9006 - Applied Inv Fund Project

Module Details

Module Code: FINA9006
Title: Applied Inv Fund Project
Long Title: Applied Investment Fund Project
NFQ Level: Expert
Valid From: Semester 2 - 2023/24 ( January 2024 )
Duration: 1 Semester
Credits: 25
Field of Study: 3430 - Banking, Finance and Investment
Module Delivered in: 1 programme(s)
Module Description: In this module, learners will use the skills and knowledge gained on other modules to operate an investment fund. Learners will choose an investment strategy, investigate the effectiveness of the strategy within the literature and test the strategy using historic data. Then learners will decide on the format of the fund that they intend to establish, develop some of the required regulatory documentation and operate the investment strategy in an investment fund environment. The final stage will be to report on the performance of the fund in a format appropriate for an investor in the fund.
 
Learning Outcomes
On successful completion of this module the learner will be able to:
# Learning Outcome Description
LO1 Identify and develop an investment strategy for a fund
LO2 Synthesise the relevant extant literature on the investing strategy
LO3 Critique the investment strategy
LO4 Appraise the investment strategy from a theoretical perspective
LO5 Gather data and test the performance of the strategy in an investment fund environment
LO6 Develop some of the supporting regulatory documentation (Prospectus, KIID, Financial Statements)
LO7 Devise and implement a reporting strategy for the fund
LO8 Reflect on the process undertaken and identify areas for future learning and professional development
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.
No incompatible modules listed
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
Cross-module
This module is supported by modules in Data Analytics & Statistics and Investment Management Techniques. There is also a specific module in Research Training to give participants an introduction to the research process, academic writing and managing a research project.
Developing
Developing the investment strategy.
Literature review
Literature review on proposed investment strategy to include theoretical underpinnings.
Testing
Testing the investment strategy.
Fund documentation
Developing fund documentation.
Operating the investment strategy
Operating the investment strategy in a funds environment.
Reporting on performance
Reporting on the performance of the fund.
Reflection
Reflections on the process.
Module Content & Assessment
Assessment Breakdown%
Coursework100.00%

Assessments

Coursework
Assessment Type Project % of Total Mark 100
Timing Sem End Learning Outcomes 1,2,3,4,5,6,7,8
Assessment Description
Project
No End of Module Formal Examination
Reassessment Requirement
Coursework Only
This module is reassessed solely on the basis of re-submitted coursework. There is no repeat written examination.

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
Lecturer-Supervised Learning (Contact) Contact Meeting with supervisor. Every Week 0.50 0.5
Independent Learning Non Contact Independent student research. Every Week 34.50 34.5
Total Hours 35.00
Total Weekly Learner Workload 35.00
Total Weekly Contact Hours 0.50
This module has no Part Time workload.
 
Module Resources
Recommended Book Resources
  • Giuseppe Gallopp. (2021), Asset Allocation Strategies for Mutual Funds, Palgrave Macmillan, [ISBN: 9783030761271].
This module does not have any article/paper resources
Other Resources
 
Module Delivered in
Programme Code Programme Semester Delivery
CR_BIFAD_9 Master of Business in Investment Fund Administration 6 Elective