Some texts that you may need to consult (and for which directed reading will be suggested in classes) are listed on the library catalogue and are also stated on this course unit outline:
Frank K. Reilly, Keith C. Brown (2015), Analysis of investments & management of portfolios, South-Western Cengage Learning, ISBN 1473704790 (pbk.);
12 copies of the 2015 version are on order for the library, and there will be 2 copies of the electronic version available on the Library website, accessible with University username and password. There are also numerous copies of the 9th edition of the same title, and the 6th edition (entitled Investment Analysis and Portfolio Management) available in the Precinct library. References in lectures are quoted for the 2015 edition, the 9th edition and the 6th edition.
Maginn J.L, Tuttle D.L, Pinto J.E, McLeavey D.W, (2007), Managing Investment Portfolios, 3rd Edition, Wiley Publishing. ISBN: 978-0-470-08014-6
Hard copies are available in the Precinct Library, and an electronic version is available on the Library website, accessible with University username and password.
Bodie Z., A. Kane , A. Marcus (2014), Investments and Portfolio Management, 10th edition, McGraw Hill, (BKM), ISBN-13: 9780077161149 ; Copies available in the Main Library high demand section and the Precinct Library.
Elton, J.E., (2011) Modern Portfolio Theory and Investment Analysis, 8th Edition, Wiley, (EGBG), ISBN-13:9780470505847;
Focardi, S., and Fabozzi, F.J. (2004) The Mathematics of Financial Modelling and Investment Management, Wiley, (FF); Hard copies are available in the Precinct Library, and an electronic version is available on the Library website, accessible with University username and password.
Various resources related to portfolio risk analysis systems will be posted on Blackboard.
The CFA Standards of Practice Handbook - there is a pdf version of the handbook on the following internet page: Summary: http://www.cfapubs.org/doi/pdf/10.2469/ccb.v2014.n6.1, full document at http://www.cfapubs.org/toc/ccb/2014/2014/4
Detailed reading suggestions will be given during the course. A wide variety of supplementary academic papers, research notes and spreadsheet models will be available through the course Blackboard.
The lectures will be recorded: the lecture audio feed is recorded live, and the video feed consists of the information projected on the screen. These recordings are available to download as podcasts shortly after the lecture, via a link from the course Blackboard, or via http://video.manchester.ac.uk/lectures. Additionally, most Visualiser slides drawn during the course of the lectures are subsequently scanned and posted to Blackboard.
Please note that there will be NO paper handouts. The course is intended to be paper-free and you must access all lecture and tutorial materials from Blackboard.