This module is not currently running in 2024 to 2025.
This module provides students a solid foundation on key topics of portfolio management, which covers various categories of portfolios and constructing portfolios targeting given objectives. The content includes:
• The Investment Policy Statement
• Modern Portfolio Management Concepts, Asset Classes, and International Diversification
• Management of Individual/Family Investor Portfolios
• Management of Institutional Investor Portfolios
• Economic Analysis, Setting Capital Market Expectations, and Industry Analysis
• Asset Allocation, Risk Aversion and Optimal Risky Portfolios
• Portfolio Construction and Revision, Portfolio Theory and Practice
• Performance Evaluation of Portfolio Management
This module employs lectures, seminars and private study.
Total Contact Hours: 32
Private Study Hours: 118.
Main assessment methods
Group project – 3000 Words: 40%
Group presentation: 20%
2 x In-course tests: 40%
Reassessment methods
Reassessment will be on a like-for-like basis
Core reading:
Keith, B.C. and Frank, R.K. (2011). Analysis of Investments and Management of Portfolios. Boston, MA: Cengage Learning.
Recommended reading:
Bodie, Z., Kane, A. and Marcus, A.J. (2014). Investments, Global Edition. Columbus, OH: McGraw-Hill Education.
Project Management Institute (2013). The Standard for Portfolio Management, Project Management Institute Inc, Pennsylvania, USA.
See the library reading list for this module (Medway)
The intended subject specific learning outcomes.
On successfully completing the module students will be able to:
- Demonstrate systematic knowledge, understanding and critical awareness of the theory in portfolio management.
- Demonstrate a comprehensive understanding of the techniques applicable to solve problems in portfolio management.
- Appreciate recent developments and methodologies in portfolio management and the links between the theory and their practical application and to critically evaluate such methodologies.
- Demonstrate a comprehensive understanding of the current issues relevant to the portfolio management industry.
The intended generic learning outcomes.
On successfully completing the module students will be able to:
- Demonstrate a logical mathematical approach to solving problems in portfolio management.
- Effectively, communicate information, ideas, and solutions to both specialist and non-specialist audiences.
- Demonstrate an ability to use relevant information technology.
- Demonstrate an ability in time management, working with others, organization and studying so that tasks can be planned and implemented at a professional level.
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