FM7105: Portfolio Management

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Please note this module descriptor is indicative of the structure of this course and may be subject to change.

FM7105: Portfolio Management

Module Title Portfolio Management
Module Code FM7105
Module Tutor Charles A Afriyie
School Business School
CAT Points 15
Level of Study 7
Brief Description

This module is designed to develop an advanced understanding of portfolio theory and aims to develop theories and techniques of modern portfolio management concepts in an international context. The module will focus on portfolio construction, behavioural finance, economic analysis and setting capital market expectations. In addition, tax strategies and ethical issues will be considered.

Indicative Syllabus

1. Modern Portfolio Management Concepts.

2. Behavioural Finance.

3. Management of Individual/Family Investor Portfolios and Management of Institutional Investor Portfolios.

4. Economic Analysis and Setting Capital Market Expectations.

5. Ethical and Tax Efficiency Strategies.

6. Portfolio Construction and Revision.

7. Execution of Portfolio Decisions (Trading).

8. Performance Evaluation and Performance Results.

Learning Outcomes

By the end of this module, students should be able to: 

  1. Consolidate and extend knowledge and understanding of the theory and conceptual foundations of modern portfolio theory.

 

  1. Evaluate, synthesise and apply advanced and contemporary theories and techniques to a range of complex and open-ended issues, problems and situations used in modern portfolio theory.

 

  1. Learn interdependently and independently and accept responsibility for subsequent career and continuing professional development.

 

  1. Develop self-study and self-improvement skills appropriate for continuing professional development including critical self-awareness, self-reflection, self-management and empathy to others.

 

  1. Develop conceptual understanding that enables students to evaluate the rigour and validity of published research and assess its relevance to new situations.

 

6.       Take an international perspective including understanding the impact of globalisation on businesses, societies, the environment and the ethical implications thereof.

Learning and Teaching Activities Scheduled Contact Hours: 30
Independent Learning Hours: 120
Assessment (For further details see the Module Guide) 001: 40% Coursework: Individual, standard written: 1800 words or equivalent
002: 60% Written Exam: End of year, unseen, closed book: 3.00 hours
Special Assessment Requirements
Indicative Resources The current reading list can be found in the Module Guide, which your lecturer should make available via Moodle.

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