Investment and Portfolio Management

The Investment and Portfolio Management module from The Open University covers investment strategies for bonds, equities, and structured products including the use of derivatives in managing risk. Portfolio optimisation and asset allocation are covered, as well as how to measure portfolio performance. Ethical investment, the role of taxation, and behavioural investment biases are also explored in this module. By the end of the module you will be able to evaluate individual securities, investment strategies and portfolio performance in the context of investor objectives, constraints and behavioural biases.

Vocational relevance

Investment and portfolio management is of particular relevance to those working, or intending to work, in the investment management sector, whether as an investment intermediary or in a banking or fund management role. The module will also provide you with skills you will use in obtaining professional qualifications and may allow you exemptions from part of such qualifications. The module is also of general interest to those wishing to learn how portfolio and investment management is carried out in practice.