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| FINA0053-1 | Investments and Portfolio Management
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| Duration : | 30h Th |
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| Credits/ECTS : |
| Master in Economical Sciences, in-depth approach, 1st year | | Second semester | | 5 |
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| Master in Management Sciences, in-depth approach, 1st year | | Second semester | | 5 |
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| Master in Economical Sciences, didactic approach, 1st year | | Second semester | | 5 |
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| Master in Management Sciences, didactic approach, 1st year | | Second semester | | 5 |
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| Master in Business Engineering, didactic approach, 1st year | | Second semester | | 5 |
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| Master en sciences de gestion, à finalité spécialisée en banking and asset management, 1st year | | Second semester | | 5 |
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| Master in Economical Sciences, Professional Focus in Economic Policies and Analysis, 1st year | | Second semester | | 5 |
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| Master en sciences économiques,orientation générale, à finalité spécialisée en economics and finance, 1st year | | Second semester | | 5 |
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| Master en ingénieur de gestion, à finalité spécialisée en financial engineering, 1st year | | Second semester | | 5 |
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| Master in Management Sciences, professional Focus in Entrepreneurship, 1st year | | Second semester | | 5 |
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| Master en sciences de gestion, à finalité spécialisée en financial analysis and audit, 1st year | | Second semester | | 5 |
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| Master in Management Sciences, professional Focus, 1st year | | Second semester | | 5 |
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| Master en sciences économiques, orientation générale, à finalité spécialisée en economic analysis and public governance, 1st year | | Second semester | | 5 |
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| Master en sciences de gestion, à finalité spécialisée en management humain et organisation, 1st year | | Second semester | | 5 |
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| Master in Management Engineering, professional Focus, 1st year | | Second semester | | 5 |
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| Master en ingénieur de gestion, à finalité spécialisée en intrapreneuriat, 1st year | | Second semester | | 5 |
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| Master in management Sciences, professional focus in management, 1st year | | Second semester | | 5 |
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| Master en ingénieur de gestion, à finalité spécialisée en Modélisation et technologie, 1st year | | Second semester | | 5 |
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| Master en sciences de gestion, à finalité spécialisée en management des entreprises sociales, 1st year | | Second semester | | 5 |
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| Master en sciences de gestion, à finalité spécialisée en intelligence stratégique et marketing, 1st year | | Second semester | | 5 |
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| Master en ingénieur de gestion, à finalité spécialisée en supply chain management, 1st year | | Second semester | | 5 |
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| Master en ingénieur de gestion, à finalité spécialisée en performance management systems, 1st year | | Second semester | | 5 |
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| Holder(s) : | Séverine Plunus |
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| Language : | English language |
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| Course contents : | (1) Underlying Philosophy
The course is following the whole process of investment, from the investor profiling to the final investment portfolio recommendation.
(2) Organization and Content
This course is composed of 6 theoreticals parts, pratical application and group work.
The theoretical parts are:
Part I : The investment background (Measures of return and risk, security-market indices,...)
Part II: Developments in investment theory (Efficient markets, CAPM, APT, ...)
Part III: Valuation principle and practices(Analysis of financial statements, financial ratios, introduction to security valuation, ...)
Part IV: Analysis and management of common stocks (Industry analysis, company analysis, technical analysis,...)
Part V: Analysis and management of bonds (Bonds fundamentals, analysis and valuation of bonds, bond ptf management strategies,...)
Part VI: Specification and evaluation of asset management (Professional Money management, alternative assets, and industry ethics; evaluation of ptf performances) |
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| Course objective : | Understand the whole process of investment through links between several notions seen in other courses and practical applications. |
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| Prerequisites : | This course requires few prerequisites. However, some acquaintance with financial markets and instruments is assumed. Familiarity with the cash flows discounting and basic statistical techniques (descriptive statistics, hypothesis testing and linear regression) are also assumed. |
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| Workshops : | Comparison of two investors risk profiles, study of financial instruments and recommendation of investment portfolios for both investors, with analysis of those portfolios. |
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| Organization : | Tuesday, February 8th, 2010, 1pm-4pm
Tuesday, February 15th, 2010, 1pm-4pm
Tuesday, February 22th, 2010, 1pm-4pm
Tuesday, March 1st, 2010, 1pm-4pm
Tuesday, March 15th, 2010, 1pm-4pm
Tuesday, March 22th, 2010, 1pm-4pm
Tuesday, March 29th, 2010, 1pm-4pm
Tuesday, April 5th, 2010, 1pm-4pm
Tuesday, April 26th, 2010, 1pm-4pm
Tuesday, May 3rd, 2010, 1pm-4pm |
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| Written notes : | Brown, Reilly, 2009. Analysis of Investments and Management of Portfolios. 9th ed. International Student Edition. Thomson One, Business School Edition. |
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| Assessment : | Group work
Individual oral exam on group work and theoretical questions. (depending on the number of students) |
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| Contacts : | PLUNUS Séverine : splunus@ulg.ac.be |
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