Open University

Open University

Investment and portfolio management (B861)

This module covers the field of investment. It describes the main participants, their objectives and constraints, and the major investment markets. The module 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.

Entry requirements

All entrants must hold a BA/BSc degree awarded by a recognised university, or equivalent. You will also need an appropriate facility in English language, sufficient to be able to work effectively at postgraduate level; generally this means capability equivalent to an International English Language Test System (IELTS) score of 6.5. It is strongly recommended that you are comfortable with the use of numerical methods and use of spreadsheets. If you are unsure about these skills we suggest you familiarise yourself with illustrative numerical skills and methods prior to study.

Assessment methods

Assessment is based on tutor marked assignments and examination.


Qualification Study mode Fee Course duration
Distance learning - 6 months

Campus details

Campus name Town Postcode Region Main campus Campus Partner
Distance Learning

Key information

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