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<CourseUnit xmlns="http://www.manchester.ac.uk/CUICourseUnitDetails" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.manchester.ac.uk/CUICourseUnitDetails.xsd">
  <UnitCode Applicant="Y" Label="Unit code" Student="Y">
    <Code>BMAN20072</Code>
  </UnitCode>
  <UnitTitle Applicant="Y" Label="Unit title" Student="Y">
    <Title>Investment Analysis</Title>
  </UnitTitle>
  <MaxUnits Applicant="Y" Label="Credit rating" Student="Y">
    <Units>10</Units>
  </MaxUnits>
  <TeachingPeriods Applicant="Y" Label="Teaching period(s)" Student="Y">
    <Period>Semester 2</Period>
  </TeachingPeriods>
  <AcademicCareer Applicant="Y" Label="Academic career" Student="Y">
    <Value>Undergraduate</Value>
  </AcademicCareer>
  <UnitLevel Applicant="Y" Label="Unit level" Student="Y">
    <Level>Level 2</Level>
  </UnitLevel>
  <StaffList Applicant="Y" Label="Teaching staff" RoleLabel="Course Unit Role" Student="Y">
    <StaffMember>
      <Name>Mohammad Dehghani</Name>
      <Role>Unit coordinator</Role>
    </StaffMember>
    <StaffMember>
      <Name>Yifan Li</Name>
      <Role>Unit coordinator</Role>
    </StaffMember>
  </StaffList>
  <OfferedBy Applicant="Y" Label="Offered by" Student="Y">
    <OrganisationList>
      <Organisation>
        <OrgName>Alliance Manchester Business School</OrgName>
      </Organisation>
    </OrganisationList>
    <GroupList>
      <Group>
        <GroupName></GroupName>
      </Group>
    </GroupList>
    <FheqLevels>
      <FheqLevel>
        <LevelNumber>1</LevelNumber>
        <LevelName>FHEQ level (Framework for Higher Education Qualifications) ' Middle part of Bachelors ' </LevelName>
      </FheqLevel>
    </FheqLevels>
    <Ects>
      <MaxUnits>European Credit Transfer &amp; Accumulation System Rating :   5.0</MaxUnits>
    </Ects>
  </OfferedBy>
  <MarketingOverview Applicant="Y" Label="Marketing Course unit overview" Student="">
    <Content>&lt;P&gt;The course covers portfolio theory, bond portfolio management, equity valuation, performance evaluation, international diversification, behavioural finance, professional ethics, and empirical evidence on security returns and investment ethics.&lt;/P&gt;</Content>
  </MarketingOverview>
  <UnitOverview Applicant="" Label="Course unit overview" Student="Y">
    <Content>&lt;P&gt;The course covers portfolio theory, bond portfolio management, equity valuation, performance evaluation, international diversification, behavioural finance, professional ethics, and empirical evidence on security returns and investment ethics.&lt;/P&gt;</Content>
  </UnitOverview>
  <Aims Applicant="Y" Label="Aims" Student="Y">
    <Content>&lt;p&gt;This course develops the understanding and application of the theory, tools, terminology, and professional ethics of investments from a finance viewpoint. To maximise transferability of knowledge and skills, this course &amp;nbsp;emphasises general investment principles as opposed to details of specific securities and investment vehicles, which are subject to regular changes. Successful completion of the course lays the foundation for students wishing to pursue a career that involves providing and implementing investment advice.&lt;/p&gt;</Content>
  </Aims>
  <LearningOutcomes Applicant="Y" Label="Learning outcomes" Student="Y">
    <Content>&lt;p&gt;On completion of this course successful students will be able to:&lt;br /&gt;* acquire knowledge of the theory, tools, terminology and professional ethics of investment management;&lt;br /&gt;* understand the limits of such knowledge and its effects on analyses and interpretation;&lt;br /&gt;* develop numeracy and computational skills, power of inquiry, logical thinking, critical thinking and capacity for independent and self-managed learning;&lt;br /&gt;* acquire familiarity with the latest developments and innovations in investment analysis;&lt;/p&gt;</Content>
  </LearningOutcomes>
  <Knowledge Applicant="Y" Label="Knowledge and understanding" Student="Y">
    <Content></Content>
  </Knowledge>
  <IntellectualSkills Applicant="Y" Label="Intellectual skills" Student="Y">
    <Content></Content>
  </IntellectualSkills>
  <PracticalSkills Applicant="Y" Label="Practical skills" Student="Y">
    <Content></Content>
  </PracticalSkills>
  <TransferableSkills Applicant="Y" Label="Transferable skills and personal qualities" Student="Y">
    <Content></Content>
  </TransferableSkills>
  <EmployabilitySkillsList Applicant="Y" Label="Employability skills" Student="Y">
    <Skill>
      <SkillId></SkillId>
      <SkillDescription></SkillDescription>
    </Skill>
  </EmployabilitySkillsList>
  <Syllabus Applicant="Y" Label="Syllabus" Student="Y">
    <Content></Content>
  </Syllabus>
  <TeachingMethods Applicant="Y" Label="Teaching and learning methods" Student="Y">
    <Content>&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;div&gt;&lt;div&gt;&lt;div id="_com_1" uage="JavaScript"&gt;&lt;p&gt;18 one-hour lectures and 4 one-hour workshops.&lt;/p&gt;&lt;p&gt;Full details will be provided in the course outline at the start of the course.&lt;/p&gt;&lt;p&gt;Total study hours: 100 hours split between lectures, classes, self-study and preparation for classes, coursework and examinations.&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Contact Methods&lt;/strong&gt;&lt;/p&gt;&lt;ol&gt;&lt;li&gt;Office Hours&lt;/li&gt;&lt;li&gt;Workshops in small groups in which they solve queries and obtain feedback in a more informal setting.&lt;/li&gt;&lt;li&gt;Discussion form on Blackboard in which they can post questions. We commit to answering those within 3 business days.&lt;/li&gt;&lt;/ol&gt;&lt;/div&gt;&lt;/div&gt;&lt;/div&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;</Content>
  </TeachingMethods>
  <AssessmentMethods Applicant="Y" Label="Assessment methods" Student="Y">
    <IntroText> </IntroText>
    <Method>
      <MethodId>0</MethodId>
      <MethodName>Other</MethodName>
      <MethodWeight>100%</MethodWeight>
    </Method>
    <OtherDescription>&lt;p&gt;Formative Assessment:&lt;br/&gt;Group coursework&lt;/p&gt;&lt;p&gt;Summative Assessment:&lt;br/&gt;Examination (100%)&lt;/p&gt;</OtherDescription>
  </AssessmentMethods>
  <FeedbackMethods Applicant="Y" Label="Feedback methods" Student="Y">
    <Content>&lt;p&gt;As outlined in teaching method, this course includes 4 workshops aimed at providing immediate feedback on students’ understanding of the topics. You should prepare for these workshops, and use your performance on the workshop questions as an indicator of your progress in understanding the course material.&lt;br/&gt;&lt;br/&gt;You can also obtain feedback through our virtual learning environment Blackboard. We provide a discussion board on which you can post questions related to the topics covered in class. We aim to respond to relevant student queries within one week. Please do not postpone your queries until right before the exam, as we might experience a high number of queries at that time.&lt;br/&gt;&lt;br/&gt;&amp;nbsp;&lt;/p&gt;</Content>
  </FeedbackMethods>
  <RequirementsList Applicant="Y" Label="Pre/co-requisites" Student="Y">
    <Requirement>
      <UnitCode>BMAN10522</UnitCode>
      <UnitTitle>Financial Decision Making</UnitTitle>
      <RequirementType>Pre-Requisite</RequirementType>
      <Description>Compulsory</Description>
    </Requirement>
    <Requirement>
      <UnitCode>BMAN10552</UnitCode>
      <UnitTitle>Fundamentals of Finance</UnitTitle>
      <RequirementType>Pre-Requisite</RequirementType>
      <Description>Compulsory</Description>
    </Requirement>
    <Requirement>
      <UnitCode>BMAN23000</UnitCode>
      <UnitTitle>Foundations of Finance A</UnitTitle>
      <RequirementType>Co-Requisite</RequirementType>
      <Description>Compulsory</Description>
    </Requirement>
    <Requirement>
      <UnitCode>BMAN10522M</UnitCode>
      <UnitTitle>Financial Decision Making M</UnitTitle>
      <RequirementType>Pre-Requisite</RequirementType>
      <Description>Compulsory</Description>
    </Requirement>
    <Requirement>
      <UnitCode>BMAN23000B</UnitCode>
      <UnitTitle>Foundations of Finance B</UnitTitle>
      <RequirementType>Co-Requisite</RequirementType>
      <Description>Compulsory</Description>
    </Requirement>
    <AdditionalRequirement>BMAN 20072 has pre-reqs of:BMAN10522/BMAN10522(M) or BMAN10552. BMAN10552 must be passed at 60% or above to be eligible to take BMAN20072.BMAN23000 (A), (B) or (C) are co-requisites of BMAN20072.&lt;p style="text-align:justify;"&gt;Pre-requisite course units have to be passed by 40% or above at the first attempt unless a higher percentage is indicated within this course outline. If the pre-requisite unit is defined as a compulsory course unit within your programme of study (Maths with Finance, IBFE, Accounting, BA Econ pathways for example) then progression onto the dependent unit is permitted as long as you have gained the appropriate amount of credit to progress on to the following year of your registered undergraduate programme.&lt;/p&gt;&lt;p style="text-align:justify;"&gt;Pre-requisites:&lt;br&gt;BMAN10522/10522(M) Financial Decision Making or&lt;br&gt;BMAN10552 Fundamentals of Finance with an examination pass mark of 60% or above.&lt;/p&gt;&lt;p style="text-align:justify;"&gt;Co-requisites: BMAN23000(A) or (B) Foundations of Finance.&lt;/p&gt;&lt;p style="text-align:justify;"&gt;Dependent course units: BMAN30190 Empirical Finance (Only available to students specialising in Finance either singly or jointly and provided the following area pre-reqs have been passed. BMAN23000 (A) or (B) Foundations of Finance, BMAN20072 Investment Analysis and BMAN20081 Financial Statement Analysis).&lt;/p&gt;</AdditionalRequirement>
  </RequirementsList>
  <AcademicPrograms Applicant="Y" Label="Academic programmes" Student="Y">
    <AcademicProgram>
      <Program></Program>
      <Plan></Plan>
      <Level></Level>
      <Requirement></Requirement>
    </AcademicProgram>
  </AcademicPrograms>
  <FreeChoice Applicant="Y" Label="Available as a free choice unit?" Student="Y">
    <Content>N</Content>
  </FreeChoice>
  <Accreditation Applicant="Y" Label="Accreditation" Student="Y">
    <Content></Content>
  </Accreditation>
  <RecommendedReading Applicant="Y" Label="Recommended reading" Student="Y">
    <Content>&lt;p&gt;Textbook: Bodie, Z., Kane, A., and Marcus, A., Investments, 13th edition, McGraw-Hill Irwin. &amp;nbsp;&lt;/p&gt;&lt;p&gt;eTextbook is available via the link provided in Blackboard course webpage. &amp;nbsp;&lt;/p&gt;&lt;p&gt;Supplementary Text: Standards of Practice Handbook, 2014, 11th edition, CFA Institute Reference for “Week 7 Professional Ethics in Finance” Available at: https://www.cfainstitute.org/-/media/documents /code/code-ethics-standards/standards-practice-handbook-11th-ed-eff-July-2014-corr-sept-2014.pdf &amp;nbsp;&amp;nbsp;&lt;br/&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p style="margin-left:5.7pt;"&gt;&lt;br/&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&amp;nbsp;&lt;/p&gt;</Content>
  </RecommendedReading>
  <StudyHours Applicant="Y" Label="Study hours" Student="Y">
    <IntroText> </IntroText>
    <ScheduledHours Applicant="Y" Label="Scheduled activity hours" Student="Y">
      <ActivityHours>
        <ActivityType>Assessment written exam</ActivityType>
        <Hours>2</Hours>
      </ActivityHours>
      <ActivityHours>
        <ActivityType>Lectures</ActivityType>
        <Hours>18</Hours>
      </ActivityHours>
      <ActivityHours>
        <ActivityType>Practical classes &amp; workshops</ActivityType>
        <Hours>4</Hours>
      </ActivityHours>
    </ScheduledHours>
    <PlacementHours Applicant="Y" Label="Placement hours" Student="Y">
      <ActivityHours>
        <ActivityType></ActivityType>
        <Hours>0</Hours>
      </ActivityHours>
    </PlacementHours>
    <TotalHours Applicant="Y" Label="Independent study hours" Student="Y">
      <Hours>76</Hours>
    </TotalHours>
  </StudyHours>
  <Notes Applicant="Y" Label="Additional notes" Student="Y">
    <Content>&lt;p&gt;&lt;strong&gt;Information&lt;/strong&gt;&lt;br&gt;Length of course: 12 weeks&lt;br&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;</Content>
  </Notes>
</CourseUnit>
