2022/3, Trimester 2, FACE-TO-FACE, Edinburgh Napier University
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Occurrence: | 001 |
Primary mode of delivery: | FACE-TO-FACE |
Location of delivery: | CRAIGLOCKHAR |
Partner: | Edinburgh Napier University |
Member of staff responsible for delivering module: | Ismaila Yusuf |
Module Organiser: | |
Learning, Teaching and Assessment (LTA) Approach: |
You are expected to identify, research and select a range of companies listed and traded on the London Stock Exchange for inclusion in a hypothetical personal investment portfolio. The rationale for your choice of stocks to be held in the portfolio is covered in LO4. You will learn how to approach the researching of company information and how to interpret it (LO2,3,4), enabling you to make informed choices on which companies to invest in; the technical and theoretical aspects of this are covered in lectures and the practical application is covered in tutorial exercises. You should begin researching and analysing stocks and constructing your portfolio at an early stage in the module - monitoring performance (LO5, LO6) as the module progressesEmbedding of employability/PDP/scholarship skillsThe portfolio requires to be monitored and updated regularly. Company, sector and market data have to be acquired frequently and systematically, then evaluated and recorded in a spreadsheet. Computational skills are developed as you compare each company with its sector (similar companies) and the market as a whole. This requires you to obtain the relevant figures on security price changes, sector index changes and market index changes and to compare them on a percentage basis in order to make valid comparisons; the figures are expected to be presented in chart form. These skills are also encouraged via the computational exercises covered in tutorials. During the process you will need to make important decisions which can effect the value of your investments and you will need to discuss the development of your portfolio with the module leader and other students during the course of the module, which should encourage analytical and communication skills. Since you are given a high degree of autonomy throughout the module in order to collect data and to monitor and maintain your portfolio, considerable self-discipline and time management is required and expected.
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In a number of tutorial sessions, you will discuss and receive feedback on your approach to initial company research, analysis and stock selection and the ongoing monitoring of, plus additional trading activity within, your portfolios. Your module leader will encourage you to develop the relevant skills to engage as fully and effectively as possible with the assessment exercise. In addition, following the final week of teaching, a tutorial session will be available for you to discuss any aspect of producing the portfolio report with your module leader.
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Over the semester, you are required to construct, manage and report on a portfolio of company shares, of your choosing, all companies must have their stock listed and traded on the London Stock Exchange (LSE). Evaluation is based on the grading of a report submitted by you, which among other things, will demonstrate your use of research and analytical skills in stock selection, approach to portfolio construction, rationale for trading activity and performance measurement techniques.An Assessment Guide will be made available on Moodle, providing you with key criteria to observe in the structure and delivery of portfolio reports; this will be supplemented with support during tutorial sessions on a regular basis.
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Student Activity (Notional Equivalent Study Hours (NESH)) |
Mode of activity | Learning & Teaching Activity | NESH (Study Hours) |
Face To Face | Lecture | 12 |
Face To Face | Tutorial | 20 |
Independent Learning | Guided independent study | 168 |
| Total Study Hours | 200 |
| Expected Total Study Hours for Module | 200 |
Assessment |
Type of Assessment | Weighting % | LOs covered | Week due | Length in Hours/Words |
Report | 100 | LO1-LO6 | 14/15 | , WORDS= 4000 |
Component 1 subtotal: | 100 | |
Component 2 subtotal: | 0 | | | |
Module subtotal: | 100 | | | |