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FI4002: FINANCIAL STRATEGY AND INVESTMENT MANAGEMENT (2018-2019)

Last modified: 22 May 2019 17:07


Course Overview

Covering the intellectually and commercially fertile ground at the accountancy/finance interface. Considering financial analysis from both theoretical and practical angles. Do you need to understand financial reporting to be an investor? How should we assess the success of an acquisition? Why do accountants think mergers don’t exist? How do companies decide on financing strategies? Does corporate governance and ethics really matter – do share prices react to it? These are some of the questions we will address alongside using DataStream and the ThomsonReuters Eikon system. The course might give you some ideas for your dissertation too.

Course Details

Study Type Undergraduate Level 4
Term First Term Credit Points 30 credits (15 ECTS credits)
Campus None. Sustained Study No
Co-ordinators
  • Dr Laura McCann

Qualification Prerequisites

  • Programme Level 4

What courses & programmes must have been taken before this course?

What other courses must be taken with this course?

None.

What courses cannot be taken with this course?

None.

Are there a limited number of places available?

No

Course Description

This course consists of 12 weeks of material that concentrates on the main points of overlap between users and providers of accounting information. In particular it would focus on the investor's perspective on financial information. Advanced portfolio and investment theory. Choosing Investments from a large universe of assets. Accounting information as signals in investment management. Types of investor:

  • Mutual and pension funds
  • Closed end funds
  • Private equity and venture capital
  • Hedge funds and boutiques

Capital market responses to events and event studies, as in:

  • Tax arbitrage

The role of investment banks:

  • Mergers and acquisitions
  • Corporate actions
  • Book building and IPOs

The role of auditor and the accountant as a consultant.


Contact Teaching Time

Information on contact teaching time is available from the course guide.

Teaching Breakdown

More Information about Week Numbers


Details, including assessments, may be subject to change until 30 August 2024 for 1st term courses and 20 December 2024 for 2nd term courses.

Summative Assessments

1st Attempt

  • 2-hour Examination (50%)
  • Coursework 1 (20%)
  • Coursework 2 (20%)
  • Thoson Reuters Eikon Certificate (10%)

Resit: 100% resit exam, normally during resit diet.

Formative Assessment

This will take place via tutorial discussions.

Feedback

  • Verbal feedback is given during tutorial discussions.
  • Answers are provided to all questions covered in lectures and tutorials.
  • Written feedback will be provided for continuous assessments.

Course Learning Outcomes

None.

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