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AC.F322: Using Financial Data Platforms


Department: Accounting and Finance NCF Level: FHEQ/QCF/NQF6//RQF6
Study Level: Part II (final year) Credit Points: 15.0
Start Date: 15-01-2018 End Date: 27-04-2018
Available for Online Enrolment?: Y Enrolment Restriction: Only available to students majoring in delivering department
Module Convenor: Dr J Chircop

Syllabus Rules and Pre-requisites

  • The student must take 1 modules from the following group:

Curriculum Design: Outline Syllabus

  • The module lectures will cover the following topics:

     1. Introduction to Bloomberg

    This lecture will provide the students with an overview of the Bloomberg Professional Terminal and the type of data that is available on the Bloomberg Professional Terminal. 

    2. Overview of the Financial System

    This lecture will provide students with a general overview of how the course will be administered, the lab groups and assessment details. Moreover, it will provide an overview of the financial system and how data on different financial instruments may be accessed on the Bloomberg Professional Terminal.

    3. Investment Funds and Intermediate Securities

    This lecture will provide students with a general overview of indirect investment products common in the financial markets. In particular, during this lecture different types of funds, fund characteristics, Exchange Traded Funds (ETFs) and issues around investing in foreign equity markets will be discussed. The lectures during this week, will also provide students with an overview of the data for these instruments available in Bloomberg, how such data was be extracted and downloaded to Excel and how it may be analysed.

    4. Risk and Return

    In this lecture the nature of risk as it relates to stocks will be examined. It will provide a discussion of security’s expected return and risk by examining return distributions and characteristics and will conclude by examining the relations between expected return and risk for a stock.

     5. Applied Fundamental Analysis

    This lecture will introduce the role of fundamental analysis in determining the stock’s equilibrium price or intrinsic value. We will look at the two most common approaches used by fundamentalists to value stocks, i.e. the discounted cash flow (DCF) and the multiplier approach. Moreover, we will briefly discuss the role of qualitative analysis in complementing quantitative fundamental analysis.

Curriculum Design: Single, Combined or Consortial Schemes to which the Module Contributes

  • This module is an elective module for single honours students on degrees administered by Accounting and Finance and, if space permits, to students on our joint degrees with Economics, Mathematics and Computer Science.

    It is envisgaed that the vast majority of those electing to take this module will be Finance single and joint majors as it for the likely careers of these students that the module is most relevant.

    The core of the module will be the use of the new 'Bloomberg room' on A-floor in LUMS.  This is equipped with the screens typical of  atrading room and thus facilitates the recreation of 'real life' trading situations.  Space is limited (22 places) and this, combined with the fact that an equaivalent postgraduate module will also need access to this room, means that numbers on this module will have ot be capped at 44.  If selection of students becomes necessary, preference will be given to well-performing students (necessary for success onthe module) and those for whom the module is most career-relevant.

     

  • 100% Coursework

Assessment: Details of Assessment

  • Given the practical nature of this module, all assessment will be carried out through coursework. All coursework needs to be submitted in softcopy through MOODLE in either word or .pdf format. No hard copies of the coursework will be collected. Individual feedback for coursework C and D will be provided on the submitted work itself through MOODLE. Details on each piece of coursework will be issued during the relevant lecture, and the coursework will be discussed during the workshop sessions. Drop-in sessions provide students with an additional opportunity where they can discuss their coursework. Below you can find details about each piece of coursework:

     

    Coursework

    Weighting

    Details of Coursework issued on Week No.:

    Deadline for coursework is Friday of Week No.:

    A

    10%

    2 (12)

    4 (14)

    B

    Non-assessed (formative)

    3 (13)

    5 (15)

    C

    45%

    5 (15)

    7 (17)

    D

    45%

    8 (18)

    10 (20)

Educational Aims: Subject Specific: Knowledge, Understanding and Skills

  • The educational aim of this module is to enable students to utilise industry-standard financial platforms as used in the financial industry.  They will acquire the skills of data collection and analysis appropriate for someone working in the area and thus, it is hoped, have a head start in the job market.

    Specifics include:

    • different types of funds, fund characteristics, Exchange Traded Funds (ETFs) and issues around investing in foreign equity markets including an overview of the data for these instruments available in Bloomberg, how such data may be extracted and downloaded to Excel and how it may be analysed.
    •  the nature of risk as it relates to stocks, a discussion of security’s expected return and risk by examining return distributions and characteristics and an examination of the relation between expected return and risk for a stock.
    • the role of fundamental analysis in determining the stock’s equilibrium price or intrinsic value, the two most common approaches used by fundamentalists to value stocks, i.e. the discounted cash flow (DCF) and the multiplier approach. Also the role of qualitative analysis in complementing quantitative fundamental analysis.

     

Educational Aims: General: Knowledge, Understanding and Skills

  • The educational aim of this module is to enable students to utilise industry-standard financial platforms as used in the financial industry.  

    Students will learn a structured approach to data collection and analysis, about different types of funds and their characteristics, consider risk as it relates to stocks and also the use of fundamental analysis.

Learning Outcomes: Subject Specific: Knowledge, Understanding and Skills

  • Knowledge and understanding:

    a)      Understand the structure of data on the Bloomberg Professional terminals.

    b)      Understand how to access and extract data from Bloomberg Professional terminals.

    Skills:

    c)       Analyse and interpret data extracted from the Bloomberg Professional terminals so as to solve real-life financial problems.

    d)      Synthesise, summarise and report results.

Learning Outcomes: General: Knowledge, Understanding and Skills

  • On successful completion of this module students will:

    • be able to analyse and discuss different types of funds and their characteristics, e.g. Exchange Traded Funds (ETFs) and also the issues around investing in foreign equity markets
    • have an overview of the data for the above instruments available in Bloomberg, how such data may be extracted and downloaded to Excel and how it may be analysed.
    • undersatnd the nature of risk as it relates to stocks, a discussion of security’s expected return and risk by examining return distributions and characteristics and an examination of the relation between expected return and risk for a stock.
    • understand the role of fundamental analysis in determining the stock’s equilibrium price or intrinsic value, and apply the two most common approaches used by fundamentalists to value stocks, i.e. the discounted cash flow (DCF) and the multiplier approach.
    • apprfeciate the role of qualitative analysis in complementing quantitative fundamental analysis.

Contact Information

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