Portfolio Management – INV4801(Old Book-Aegrotat)

ABOUT THE MODULE 

In order to meet the demanding world for students not able to attend classes all the time due to commitments or geographical issues we have decided to expand our offering to cater for all students as we strive to keep up with the Fourth Industrial Revolution(4IR). Due to COVID-19 pandemic venue based classes have been suspended. We offering Zoom online classroom, consultation via Zoom and videos to ensure that you have all the resources you need on your journey to be a graduate. 

The aim of the module is to provide students with knowledge of portfolio management. At the end of the course student is expected to show understanding and analysis of an Investment Policy Statement (IPS), capital market expectations, asset allocation, fixed income portfolio management, equity portfolio management, alternative investments portfolio management, and portfolio performance evaluation. The skills acquired enables the student to be a valuable asset to the organization they belong to as these are the critical activities in pursuit of meeting the goal of the firm which is maximising shareholders wealth. 

For this module you will need the prescribed textbook is Managing investment portfolios, a dynamic process. Book provided at no extra cost. The choice of the calculator is up to you whether its SHARP or HP. As we go through the curriculum the lecturer will show you the steps to use both calculators. 

TOPICS 

Topic 1: The portfolio Management Process and the Investment Policy statement 

Topic 2: Capital Market Expectations 

Topic 3: Asset Allocation 

Topic 4: Fixed income portfolio management 

Topic 5: Equity portfolio management 

Topic 6: Alternative Investments portfolio management 

Topic 7: Portfolio performance management and Attribution 

REVISION 

We will cover at least four past papers and review current year’s assignments. If students have other questions they encounter during revision they will get assistance as well. 

NB! THE PURCHASE OF THIS MODULE GRANTS YOU ACCESS UNTIL YOU SIT FOR YOUR EXAMINATION FOR THE MODULE