MN32200: Investment and trading
[Page last updated: 23 May 2025]
Academic Year: | 2025/26 |
Owning Department/School: | School of Management |
Credits: | 10 [equivalent to 20 CATS credits] |
Notional Study Hours: | 200 |
Level: | Honours (FHEQ level 6) |
Period: |
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Assessment Summary: | CWRA 50%, CWRG 50% |
Assessment Detail: |
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Supplementary Assessment: |
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Requisites: | Before taking this module you must take MN22154 OR take MN20600 OR take MN20502 OR take MN22163 OR take MN20485 OR take MN22018 OR take MN20211 OR take MN22221 |
Learning Outcomes: |
To be able to:
Design a fund appropriate for a client's circumstances Convert a client risk level into a suitable asset mix and expected return Create a suitable target fund and multi asset approach Backtest your investment strategy and target fund Implement your investment portfolio via trading Manage risk and ongoing suitability of the portfolio Calculate, evaluate, and describe investment performance and outcomes and impact Evaluate the front office investment management process and the complexity of the investment system |
Synopsis: | The unit is an immersive and practical Investment Experience. You experience contemporary portfolio construction techniques, supported by financial technology. You use an on-line investment tool to trade actual securities at current prices in the market, but virtually. The investment tool provides bespoke trading, fund administration, and portfolio valuation.
The Investment Experience runs for the whole unit. |
Content: | The unit involves an immersive and practical Investment Experience. At its centre is an on-line investment tool where you trade actual securities at current prices in the market, but virtually. The investment tool provides bespoke trading, fund administration, and portfolio valuation.
You experience contemporary portfolio construction techniques, supported by financial technology such as Morningstar, Refinitiv, and Capital IQ. You receive support from internal and external practitioner strategists who will keep you updated on economic and market developments. You work in a team of 4 to 6 participants, and each team designs, constructs and manages a multi-asset fund. The Investment Experience runs over the whole duration of the unit. Classes and workshops are highly applied, with the aim of enabling you to carry out the practical work of portfolio construction and asset management. Throughout the unit, engagement with financial technology and Excel is essential. Active participation, presence, and engagement within your team is required throughout, as well as in production of the assessed report. At the end of the Investment Experience, each group submits a report for 50% of the unit mark. |
Course availability: |
MN32200 is Optional on the following courses:School of Management
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Notes:
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