FIN30100
Academic Year 2024/2025
Investment and Portfolio Management (FIN30100)
Subject: Finance
College: Business
School: Business
Level: 3 (Degree)
Credits: 5
Module Coordinator: Dr Iason Kynigakis
Trimester: Spring
Mode of Delivery: On Campus
Internship Module: No
How will I be graded? Letter grades
Curricular information is subject to change.
This course focuses on the theoretical and empirical underpinning of modern portfolio theory and investment analysis. We begin with an
overview of financial markets and the available asset classes. The course shall then outline the main theories of risk and return and
explore the implications of these theories for investors’ decisions. To address the question of how investors might decide on the
weightings of different assets in their portfolios, the course will examine portfolio theory and diversification. We also investigate the
efficient market hypothesis and delve into the different types of investment companies. Finally, we examine the valuation of equity, bond
and derivative instruments.
About this Module
What will I learn?
Learning Outcomes:
On completing this module, students will be able to:
1. Demonstrate a deep understanding of the characteristics of financial markets and individual securities.
2. Describe the theoretical and practical benefits of combining securities into portfolios and to critically evaluate portfolio performance.
3. Understand the importance of the Capital Asset Pricing Theory and Arbitrage Pricing Theory.
4. Evaluate equities, bonds and derivatives.
Indicative Module Content:
Any recent edition of the International/Global Edition of the textbook “Essentials of investments” by Bodie, Kane and Marcus.
How will I learn?
Student Effort Hours:
Student Effort Type Hours
Specified Learning Activities
24
Autonomous Student Learning
60
Lectures
24
Total 108
Approaches to Teaching and Learning:
The approach to teaching and learning taken here is to deliver a mix of in-class and project learning so that students attain understanding
of the fundamentals but are also exposed to “real world” environments to stimulate active learning. The objective is to foster in students
the ability to interpret, explain, apply, critically evaluate, and present the main models and theories of Investment and Portfolio
Management and the ability to use these models and theories in an informed manner in real world settings.
Students will have the opportunity to apply these models and theories using real world data through the Group Project, which involves a
practical introduction to managing a portfolio.
Am I eligible to take this module?
Requirements, Exclusions and Recommendations
Learning Requirements:
Students without a background in Finance or who do not have any University-level mathematics or statistics may find the module
challenging.
Module Requisites and Incompatibles
Incompatibles:
ECON30170 - Intermediate Financial Econ
How will I be assessed?
Assessment Strategy
Description Timing Component Scale Must Pass Component % of Final Grade In Module Component Repeat Offered
No data available in table
Not yet recorded.
Carry forward of passed components
Yes
What happens if I fail?
Resit In Terminal Exam
Autumn Yes - 2 Hour
Please see Student Jargon Buster for more information about remediation types and timing.
Assessment feedback
Feedback Strategy/Strategies
• Group/class feedback, post-assessment
• Online automated feedback
How will my Feedback be Delivered?
Not yet recorded.
Reading List
Required Reading
Bodie, Z., Kane, A., and Marcus A. J. (BKM) “Essentials of investments”, McGraw-Hill.
Edition 11 is available electronically through the UCD library.
Associated Staff
Name Role
Mr Stephen Keenan Tutor
When is this module offered?
Timetabling information is displayed only for guidance purposes, relates to the current Academic Year only and is subject to change.
Spring
Lecture Offering 1 Week(s) - 20, 21, 22, 23, 24, 25, 26, 29, 30, 31, 32, 33 Thurs 11:00 - 12:50
