Portfolio Management - CB772

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Module delivery information

Location Term Level1 Credits (ECTS)2 Current Convenor3 2020 to 2021
Medway
Autumn 6 15 (7.5) MS S Radi checkmark-circle

Overview

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

Details

This module appears in the following module collections.

Contact hours

This module employs lectures, seminars and private study.
Total Contact Hours: 32
Private Study Hours: 118.

Method of assessment

Main assessment methods
VLE Test 1 25%
VLE Test 2 15%
Examination 60%

Reassessment methods
Reassessment will be on a like-for-like basis

Indicative reading

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)

Learning outcomes

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.

Notes

  1. Credit level 6. Higher level module usually taken in Stage 3 of an undergraduate degree.
  2. ECTS credits are recognised throughout the EU and allow you to transfer credit easily from one university to another.
  3. The named convenor is the convenor for the current academic session.
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