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| Version 2011-2012 |
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| FINA0053-1 | Investments and Portfolio Management
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| Duration : | 30h Th |
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| Number of credits : |
| Master degree in Economics, in-depth approach, 1st year | | 5 |
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| Master in Management Sciences, in-depth approach, 1st year | | 5 |
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| Master degree in Economics, didactic approach, 1st year | | 5 |
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| Master degree in Management, didactic approach, 1st year | | 5 |
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| Master degree in Management, professional focus in Banking and Asset Management, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Performance Management and Control, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Performance Management and Control, 1st year | | 5 |
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| Master degree in Economical Sciences, Professional Focus in Economic Policies and Analysis, 1st year | | 5 |
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| Master degree in Economics, professional focus in Economics and Finance, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Financial Engineering, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Financial Engineering, 1st year | | 5 |
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| Master degree in Management, professional focus in Entrepreneurship, 1st year | | 5 |
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| Master degree in Management, professional focus in Financial Analysis and Audit, 1st year | | 5 |
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| Master in Management Sciences, professional Focus, 1st year | | 5 |
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| Master degree in Economics, professional focus in Economic Analysis and Public Governance, 1st year | | 5 |
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| Master degree in Management, professional focus in Human Management and Organization, 1st year | | 5 |
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| Master in Management Engineering, professional Focus, 1st year | | 5 |
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| Master in Management Engineering, professional Focus, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Intrapreneurship, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Intrapreneurship, 1st year | | 5 |
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| Master degree in Management, professional focus in Management, 1st year | | 5 |
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| Master en sciences de gestion, à finalité spécialisée en marketing and strategic intelligence, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Modelisation and Technologies, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Modelisation and Technologies, 1st year | | 5 |
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| Master degree in Management, professional focus in Social Entreprise Management, 1st year | | 5 |
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| Master degree in Management, professional focus in Strategic Intelligence and Marketing, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Supply Chain Management, 1st year | | 5 |
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| Master degree in Business Engineering, professional focus in Supply Chain Management, 1st year | | 5 |
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| Master degree in Business Engineering, professional focusin Performance Management Systems, 1st year | | 5 |
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| Master degree in Business Engineering, professional focusin Performance Management Systems, 1st year | | 5 |
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| Lecturer : | Séverine Plunus |
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Language(s) of instruction :
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| English language |
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Course contents :
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| (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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Learning outcomes of the course :
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| Understand the whole process of investment through links between several notions seen in other courses and practical applications.
Intended Learning Outcomes addressed by the courses :
- Strengthening knowledge and understanding of basic management disciplines in order to use them to perform a rigorous analysis of a management situation and provide pertinent solutions
- Ability to speak 2 foreign languages: C1 in English and B2 in one other language
- Capacity to research autonomously and methodically the information needed to solve a complex, transversal management problem, to perform a rigorous analysis of it and to suggest pertinent solutions
- Providing concrete solutions to a management problem, integrating a dimension of technology, innovation or production
- Being capable of professional team work
- Developing a critical sense (arguing)
- Professional capacity for written communication
- Faced with a management problem, suggesting solutions that are ethical and socially responsible and that respect the principles of good governance
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Prerequisites and co-requisites/ Recommended optional programme components :
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| 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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Planned learning activities and teaching methods :
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| 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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Mode of delivery (face-to-face ; distance-learning) :
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| 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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Recommended or required readings :
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| 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 methods and criteria :
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| Group work
Individual oral exam on group work and theoretical questions. (depending on the number of students) |
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Work placement(s) :
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Organizational remarks :
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Contacts :
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| PLUNUS Séverine : splunus@ulg.ac.be |
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