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ENT332Management Sciences2 Unitsintermediate

Investment Management Analysis Ii

This course provides an in-depth analysis of investment management, covering essential topics such as securities trading, risk and return measurement, and portfolio management techniques. It explores investment in common stocks, bonds, and preferred stocks, examining their inherent risks and returns. The course also delves into financial statement analysis, financial reporting, and concludes with portfolio management objectives and practices, with a focus on investment portfolio management in financial institutions.

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156h

Study Time

13

Weeks

12h

Per Week

intermediate

Math Level

Course Keywords

Investment ManagementSecurities TradingPortfolio AnalysisFinancial StatementsRisk Management

Course Overview

Everything you need to know about this course

Course Difficulty

Intermediate Level

Builds on foundational knowledge

65%

intermediate

📊

Math Level

Moderate Math

📖

Learning Type

Theoretical Focus

Course Topics

Key areas covered in this course

1

Investment Background

2

Financial Markets and Instruments

3

Securities Trading

4

Risk and Return Analysis

5

Portfolio Theory

6

Financial Statement Analysis

7

Working Capital Management

Total Topics7 topics

Ready to Start

No specific requirements needed

This course is designed to be accessible to all students. You can start immediately without any prior knowledge or specific preparation.

Assessment Methods

How your progress will be evaluated (3 methods)

Assignments

Comprehensive evaluation of course material understanding

Written Assessment

Tutor-Marked Assignments

Comprehensive evaluation of course material understanding

Written Assessment

Final Examination

Comprehensive evaluation of course material understanding

Written Assessment

Career Opportunities

Explore the career paths this course opens up for you

Financial Analyst

Apply your skills in this growing field

Portfolio Manager

Apply your skills in this growing field

Investment Advisor

Apply your skills in this growing field

states, and the Course Writer

Apply your skills in this growing field

Financial institutions

Apply your skills in this growing field

Industry Applications

Real-world sectors where you can apply your knowledge

Investment BankingFinancial ServicesPortfolio ManagementCorporate Finance

Study Schedule Beta

A structured 13-week journey through the course content

Week

1

Module 1: Investment Background

2h

Unit 1: Investment Background

2 study hours

•Read Unit 1: Investment Background. Understand the definition of investment and how investment alternatives compare.
•Review real assets and financial assets, focusing on their roles as generators and claimers of income.
•Study the rationale behind common stock evaluation and the concept of present value of future dividends.

Week

2

Module 1: Investment Background

2h

Unit 2: Overview of Financial Markets and Instruments

2 study hours

•Study Unit 2: Overview of Financial Markets and Instruments. Differentiate between money markets and capital markets.
•Examine treasury bills, certificates of deposit, commercial papers, and bankers' acceptances.
•Understand treasury notes and bonds, corporate bonds, and mortgages.

Week

3

Module 1: Investment Background

2h

Unit 3: How Securities are Traded

2 study hours

•Read Unit 3: How Securities are Traded. Learn about the role of investment bankers in primary issues.
•Identify various security markets, including the secondary market and over-the-counter market.
•Understand trading on exchanges, participants, types of orders, and how specialists execute trades.

Week

4

Module 1: Investment Background

2h

Unit 4: Investors and Investment Process

2 study hours

•Study Unit 4: Investors and Investment Process. Review investment objectives of individual and institutional investors.
•Understand constraints facing individual and institutional investors.
•Examine portfolio management and the conflict between risk and return.

Week

5

Module 2: Risk and Return on Assets

2h

Unit 1: Risk and Return on Assets

2 study hours

•Read Unit 1: Risk and Return on Assets. Understand investment returns over multiple periods.
•Examine risk premiums and risk aversion.
•Study historical records of assets, inflation, real rates of return, and the equilibrium nominal rate of interest.

Week

6

Module 2: Risk and Return on Assets

2h

Unit 2: Fixed Income Securities

2 study hours

•Study Unit 2: Fixed Income Securities. Understand characteristics of bonds, treasury bonds, and notes.
•Examine bonds and preferred stocks, including call provisions and floating-rate bonds.
•Learn about default risk in bonds and bond indentures.

Week

7

Module 2: Risk and Return on Assets

2h

Unit 3: Capital Asset Pricing and Arbitrage Pricing Theory

2 study hours

•Read Unit 3: Capital Asset Pricing and Arbitrage Pricing Theory. Understand the demand for stocks and equilibrium prices.
•Analyze common stock growth.
•Study the industry life cycle, including the pioneering, investment maturity, and stabilization stages.

Week

8

Module 2: Risk and Return on Assets

2h

Unit 4: Major Tenets in Portfolio Theory

2 study hours

•Study Unit 4: Major Tenets in Portfolio Theory. Understand the historical setting and reason for applying formal analytical techniques.
•Examine Markowitz and the efficient frontier.
•Learn about capital asset pricing theory, random walk, and efficient markets.

Week

9

Module 3: Financial Statements Analysis

2h

Unit 1: Financial Statements Analysis

2 study hours

•Read Unit 1: Financial Statements Analysis. Review major financial statements: income statement, balance sheet, and statement of cash flow.
•Understand accounting versus economic earnings.
•Study ratio analysis and decomposition of ROE.

Week

10

Module 3: Financial Statements Analysis

2h

Unit 2: Financial Reporting and Interpretation

2 study hours

•Study Unit 2: Financial Reporting and Interpretation. Understand the historical background and regulatory framework of financial reporting.
•Examine components of financial reports, profit and loss reporting, and notes and explanations.
•Learn about the objectives of financial reporting and compliance with statutory regulations.

Week

11

Module 3: Financial Statements Analysis

2h

Unit 3: Users of Financial Statements

2 study hours

•Read Unit 3: Users of Financial Statements. Identify users of financial reports and their information needs.
•Understand limitations of financial reporting and absence of information for assessing a company's true value.
•Differentiate between internal and external users of accounting information.

Week

12

Module 4: Portfolio Management

2h

Unit 1: Portfolio Management Objectives and Practices

2 study hours

•Study Unit 1: Portfolio Management Objectives and Practices. Understand risk and return objectives.
•Examine the individual as an investor at different life stages.
•Learn how to build a family estate and manage investments at midstream and during older age.

Week

13

Module 4: Portfolio Management

4h

Unit 2: Managing Fixed-Income Investments

2 study hours

•Read Unit 2: Managing Fixed-Income Investments. Understand interest rate risk and sensitivity.
•Examine duration and its determinants.
•Learn about passive bond management and immunization strategies.

Unit 3: Managing Working Capital

2 study hours

•Study Unit 3: Managing Working Capital. Understand profitability and risk in working capital management.
•Examine the optimal level of working capital and basic principles.
•Learn about short-term financing plans and the cash operating cycle.

This study schedule is in beta and may not be accurate. Please use it as a guide and consult the course outline for the most accurate information.

Course PDF Material

Read the complete course material as provided by NOUN.

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Study Tips & Exam Preparation

Expert tips to help you succeed in this course

1

Review all Tutor-Marked Assignments (TMAs) and feedback to identify areas needing further study.

2

Create concept maps linking key concepts from Modules 1 and 2, such as risk-return trade-offs and asset allocation.

3

Practice ratio analysis problems from Module 3 using sample financial statements.

4

Focus on understanding the different portfolio management strategies discussed in Module 4.

5

Allocate study time proportionally based on the weight of each module in the final examination.

6

Review key formulas and definitions related to bond valuation and duration calculations.

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