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
Private Study: 118
Contact Hours: 32
Total: 150
BSc (Hons) Finance and Investment with a Year in Industry
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
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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