Key Skills: Investment management; financial analysis.
Harvard Referencing: Complete reference list which MUST conform to the Harvard System of Referencing must be included at the end of your assignment and in text citations where appropriate.
Learning Outcomes covered (based on Module Specification):
On completion of the module the student should be able to:
Critically evaluate the roles and origins of the global financial markets and the main theories as to how they work
Analyse the financial needs and decision making processes
Critically evaluate the role and functions of funds managers
Have an appreciation of the major issues in investment today
INVESTMENT MANAGEMENT: COURSE WORK
1)
a. Analyse the characteristics of five different types of preferred stocks, and explain how are preferred stocks different from common stocks. (15)
b. Critically evaluate the Modigliani–Miller theorem and its limitations in the real word. (35)
2) Analyse the following option strategies and explain in which scenarios you will be using them:
a. Covered call (10)
b. Protective put (10)
c. Bull spread (10)
d. Bear spread (10)
e. Straddles (10)
Your essay must be approximately 2500 words in length (+/- 10%) and be well presented. You are free to use articles on the net, publications, reports and books as a source of information.
The essay should represent your own effort. Plagiarism is strictly forbidden. Students found guilty of plagiarism may face serious consequences. Sanctions may include, but are not limited to, failure on the assignment, course failure, or an exclusion from all further examinations of SIST.
Plagiarism includes, but not limited to:
• Presenting someone else’s work as your own
• Copying words or ideas without giving credit to the source
• Giving incorrect information about the source of a quotation
If in doubt, students should consult their personal tutor or another appropriate teacher.