Investment Management

Finance

Study instruments and techniques used in investment portfolio management and learn methods for investment performance measurement and evaluation.

NZ$968

inc GST

Enquire about international pricing


This course starts anytime

(15 Credits)


In-person study

Face-to-face learning in a physical classroom setting

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Describe theories and characteristics of equity and fixed income securities

Understand and explain the main theories and features behind different equity and fixed income financial instruments.

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Compare valuation techniques for securities

Review and contrast key methods used to value equity and fixed income instruments.

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Perform investment security valuations

Conduct actual valuations of equity and fixed income securities for investment recommendation purposes.

What You're Signing Up For

Investment Management offers in-depth coverage of the instruments used in managing investment portfolios, with a strong focus on equity and fixed income securities. The course covers essential concepts in securities valuation, portfolio construction, strategies, and performance measurement, offering students skills and knowledge used in professional investment management.

Course Content

  • Equity securities: characteristics and theories
  • Fixed income securities: characteristics and theories
  • Equity valuation techniques
  • Fixed income valuation techniques
  • Equity and fixed income portfolio management strategies
  • Portfolio construction
  • Investment performance measurement and evaluation

What you need to know first

Investments, FINC-211

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What sort of industry will this job lead to

  • Finance

  • Banking

  • Investment Management

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Future employment opportunities might be

  • Investment analyst

  • Portfolio manager

  • Financial advisor

  • Investment consultant