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| Version 2012-2013 |
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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 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 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 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 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 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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| The course is following the whole process of investment, from the investor profiling to the final investment portfolio recommendation and monitoring. |
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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.
This course contributes to the following Intended Learning Outcomes :
ILO-3 : To understand, in management situations, the transversal tools of quantitative reasoning, information systems and project management
ILO-5 : Integrate autonomously researched information, tools, knowledge and context to build and propose, either individually or as part of a team, original, creative and viable solutions to concrete complex management problems, whether real or simulated, taking into account, when necessary, the human, social and legal context.
ILO-7 : Being capable of professional team work
ILO-9 : Developing a critical sense (arguing)
ILO-12 : Professional capacity for oral communication
ILO-13 : Professional capacity for written communication
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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 investor(s)' risk profile, study of financial instruments and recommendation of investment portfolios for investors, with analysis of those portfolios. |
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Mode of delivery (face-to-face ; distance-learning) :
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| Friday, 7th of February 2014, 2 to 5 pm
Friday, 14th of February 2014, 2 to 5 pm
Friday, 21st of February 2014, 2 to 5 pm
Friday, 28th of February 2014, 2 to 5 pm
Friday, 7th of March 2014, 2 to 5 pm
Friday, 14th of March 2014, 2 to 5 pm
Friday, 21st of March 2014, 2 to 5 pm
Friday, 28th of March 2014, 2 to 5 pm
Friday, 4th of April 2014, 2 to 5 pm
Friday, 25th of April 2014, 2 to 5 pm |
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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 : reports + oral presentation
Written exam:
- Multiple choice theoretical questions.
- Individual open questions on group work |
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Work placement(s) :
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Organizational remarks :
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| attendance to course is required. |
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Contacts :
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| PLUNUS Séverine : splunus@ulg.ac.be |
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