这是一篇来自英国的关于投资理论的金融代写

Module Overview

This module presents the common types of investments and provides a thorough grounding in the analysis of investment portfolios. The first part of the module covers traditional asset classes and the investment environment, including the investment process as well as a discussion of mutual funds and other investment companies. In the second part of this module, standard risk-return-based asset allocation methods are introduced. Following this, the module explores popularindex models and theoretical and empirical asset pricing models and their applications to investment analysis. The third part of the module covers topics on security analysis and performance measurement.Weekly Lecture Plan

1 Investment Environment

2 Markets and Transactions

3 Return and Risk

4 Portfolio Theory: Basics

5 Modern Portfolio Theory

6 Reading Week

7 Portfolio Theory: CAPM

8 Mutual Funds, ETFs and Performance Evaluation

9 Options: Puts and Calls

10 Futures Markets

11 Outlook and RevisionLearning Outcomes

LO 1 Critically understand the general principles of common type of investments

LO 2 Critically understand, and apply, underlining concepts of the risk-return relationship and the principle of diversification

LO 3 Understand limits of knowledge of standard asset pricing models

LO 4 Deploy portfolio theory to performance measurement and passive and active portfolio managementOrganisation

Lectures and seminars

Reading week (no lectures, but seminars)

Core text book

Quizzes (solutions not provided)

Assessments

1 Coursework

25% of the final module grade

The coursework consists of TWO tests (week 7 and 11)

Each test will be 45 minutes and worth 12.5% of the final mark

Further details will be provided in class in later weeks

2 Computer-based exam (2h, held during the assessment period)

75% of the final module gradeTeaching Team

Module Convenor: Prof Andreas Kaeck [ak486@sussex.ac.uk]

Seminar tutors:

Jassem Alokla [J.Alokla@sussex.ac.uk], student hours TBC

Lu Li [Lu.Li@sussex.ac.uk], student hours TBCPrinciples

You are expected to attend all teaching sessions

Lecture and seminar materials will be made available beforehand

Seminars will NOT be recorded, lectures will (most of the time)

The core text book is essential. Download chapters asap

About 90% of the material covered in class is also in the core book

Take notes! Either in the lecture or when reading the book

Ask questions! Questions on the seminars need to be addressed to your seminar tutor

All seminar/quiz questions are based on the lecture, most are also based on the book (see previous comment)

Use Excel as your calculatorFundamentals of Investing

Fourteenth Edition, Global Edition

Chapter 1

The Investment Environment

Chapter 2

Securities Markets and

Transactions

Theory of Investments – Week 1

Investment EnvironmentLearning Objectives

Understand the meaning of the term investment and list the attributes that distinguish one investment from another

Describe the investment process and types of investors

Discuss the principal types of investments

Describe the most common types of short-term investments

Identify the basic types of securities markets and describe their characteristics