There are no pre-requisites for this module to be added

The module provides an introduction to the core asset classes of Cash, Fixed Income, Real Estate and Equities and factors to consider when accessing them for the purposes of building and managing personal wealth management solutions, including Risk and Return, Liquidity and other operational, financial and fiscal implications. Students will also be introduced to the structure and main functions of the stock market, which will be complemented with the assessed task of building and managing a portfolio of listed companies over the course of the module. We will explore a range of financial metrics, approaches to performance measurement and both technical and fundamental analysis techniques to support this activity

Upon completion of this module you will be able to

LO1: Establish the rationale and importance of personal wealth management.

LO2: Evaluate the key characteristics of core asset classes and the role each can play in building investment solutions.

LO3: Develop insights into the research and analysis techniques required when evaluating stock-exchange listed companies.

LO4: Acquire an understanding of the basic concepts of constructing and managing a personal portfolio of holdings in the stock of exchange-traded companies and cash.

LO5: Develop insights into equity trading activity and the performance measurement of stocks in an absolute sense and relative to their industry sector and wider stock market indices.

LO6: Review the principles of technical analysis and fundamental analysis to support an understanding of share price movement and valuation techniques.