2018-2019 / FINA0039-1

Financial modelling and portfolio management

Duration

60h Th

Number of credits

 Specialised master in financial risk management6 crédits 

Lecturer

Louis Esch

Language(s) of instruction

French language

Organisation and examination

Teaching in the second semester

Schedule

Schedule online

Units courses prerequisite and corequisite

Prerequisite or corequisite units are presented within each program

Learning unit contents

- General principles for financial modeling : perfect market, valuation model, arbitrage opportunity
- Shares

  • return, risk and valuation
  • market efficiency
  • portfolio diversification
  • CAPM
  • performance and portfolio management strategies
  • evolution models
- Bonds
  • valuatiuon, risk and characteristics
  • yield curves
  • bond portfolio management strategies
  • evolution models
- Options
  • general characteristics and option strategies
  • valuation models

Learning outcomes of the learning unit

Being able to master mathematical models linked with financial products
Intended Learning Outcomes addressed by the course :

  • Strengthening the general knowledge and the understanding of the corporate and market finance matters
  • Gaining deep knowledge and understanding in the financial risk management
  • Understanding and being able to use modelization tools in the financial field
  • Developing a transversal, global vision

Prerequisite knowledge and skills

- Basic mathematical (calculus), probabilistic (random variables) and stotistical (regression) tools - Description of financials products

Planned learning activities and teaching methods

Face-to-face Numerical applications with computer (spreadsheet)

Mode of delivery (face-to-face ; distance-learning)

Recommended or required readings

ESCH L., KIEFFER R., LOPEZ T., Asset and Risk Management, Wiley, 2005

Assessment methods and criteria

Written exam, with a practical part on computer

Work placement(s)

Organizational remarks

Contacts

Louis Esch HEC-Ecole de gestion de l'Université de Liège (bâtiment N1) Tél : 04/232.73.00 e-mail : louis.esch@ulg.ac.be

Items online

syllabus
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