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2017/18 Undergraduate Module Catalogue

LUBS3655 Professional Portfolio Management

10 creditsClass Size: 80

Module manager: Dr. Costas Lambrinoudakis
Email: C.Lambrinoudakis@leeds.ac.uk

Taught: Semester 2 (Jan to Jun) View Timetable

Year running 2017/18

Pre-requisites

LUBS2205Corporate Finance

Module replaces

LUBS3640 Advanced Finance

This module is not approved as a discovery module

Module summary

Professional Portfolio Management is an applied module showing students how financial theory developed in levels one and two can be applied to portfolio management using Bloomberg Professional Service. Students will work in groups to develop an investment strategy and manage a notional portfolio according to their investment strategy.

Objectives

This module aims to provide students with an advanced understanding of how financial and investment theory is applied in practice using the Bloomberg Professional Service Platform.

Learning outcomes
Upon completion of this module students will be able to:
- Explain how the essential principles of advanced finance and investment are applied in practice
- Critically appraise the application of theoretical investment models in the context of professional portfolio management

Skills outcomes
Subject Specific Skills:
- Work effectively in small groups
- Apply mathematical and statistical skills to problem solving scenarios
- Apply knowledge of current theory and appropriate analytical tools to solve complex financial problems


Syllabus

Indicative content includes:
- Developing Investment Philosophy
- Evaluate Investment Strategy
- Applied Portfolio Management using the Bloomberg Professional Service Platform
- Portfolio Performance Evaluation
- Portfolio Management Project

Teaching methods

Delivery typeNumberLength hoursStudent hours
Lecture71.5010.50
Practical71.007.00
Independent online learning hours20.00
Private study hours62.50
Total Contact hours17.50
Total hours (100hr per 10 credits)100.00

Private study

The main focus of the module is to give students the opportunity to experience practical application of financial theory using the Bloomberg Professional Service Platform in a dedicated Bloomberg Trading Room. Students will be introduced to Bloomberg Professional Service in the lectures and practical sessions and then will work together in groups to manage a portfolio using an agreed investment strategy they have derived.

Opportunities for Formative Feedback

Students will be able to receive formative feedback on their work in the practical class sessions. In addition, students will have the opportunity to discuss progress on their group assignment at regular intervals as the work progresses.

Methods of assessment


Coursework
Assessment typeNotes% of formal assessment
Report1,500 word individual Project Report60.00
Group Project2,500 word Group Report40.00
Total percentage (Assessment Coursework)100.00

Resit will be 100% by exam.

Reading list

The reading list is available from the Library website

Last updated: 04/12/2017

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