2021/22 Undergraduate Module Catalogue

LISS1040 Equity Portfolio Management

10 creditsClass Size: 24

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

Taught: 1 Jul to 31 Aug View Timetable

Year running 2021/22

Pre-requisite qualifications

GPA of 2.8 (US) or equivalent and enrolled at a university

This module is not approved as a discovery module

Module summary

The main focus of this module is to give students the opportunity to experience practical application of financial and investment theory. This involves an introduction to the use of the Bloomberg Terminal in a dedicated Bloomberg Trading Room. The module provides an introduction to basic financial and investment concepts. This will allow you to explore the Quantitative Equity Investing approach. You will gain an understanding of a basic theoretical framework that will enable you to develop an investment strategy. You will work together in small groups to develop an equity investment strategy. You will create an equity portfolio on the Bloomberg Terminal using real-market historical equity data. Bloomberg currently sits on the desks of more than 320,000 business professionals worldwide. It is considered to be one of the leading global information providers. According to the New York Times, “Bloomberg is the web that weaves together much of the global financial ecosystem”. Hence, learning to use Bloomberg is a great opportunity for students wishing to pursuit a career in business or finance. You can learn today the technology that you are going to use in your future jobs tomorrow.

Objectives

This module aims to introduce students to basic financial and investment theoretical concepts and provide students with an understanding of how these concepts are applied in practice using the Bloomberg Terminal.

Learning outcomes
Upon completion of this module students will be able to:
1. Explain what Quantitative Equity Investing is
2. Explain how basic theoretical principles of finance and investment are applied in practice
3. Critically appraise the application of theoretical investment models in the context of equity portfolio management
4. Navigate through the Bloomberg Platform and use several of its functions

Syllabus

Indicative content includes:
- Development of Investment Philosophies
- Evaluation of Investment Strategies
- Applied Portfolio Management using the Bloomberg Terminal
- Portfolio Performance Evaluation
- Portfolio Management Project

Teaching methods

Delivery type	Number	Length hours	Student hours
Visit	1	10.00	10.00
Class tests, exams and assessment	1	3.00	3.00
Fieldwork	1	8.00	8.00
Seminar	7	3.00	21.00
Independent online learning hours			15.00
Private study hours			43.00
Total Contact hours			42.00
Total hours (100hr per 10 credits)			100.00

Private study

15 hours pre-course preparatory work (materials available on Minerva): This will include reading specified chapters of the books included in the reading list.
43 hours private study: Students will work together in groups to create an equity portfolio using an agreed investment strategy they have derived. They will create this portfolio on the Bloomberg Terminal using real-market historical equity data.

Opportunities for Formative Feedback

Students will be able to discuss the progress on their group work and receive formative feedback on it at regular intervals during the lectures.

Methods of assessment

Coursework

Assessment type	Notes	% of formal assessment
Presentation	Group Presentation	40.00
Computer Exercise	Bloomberg Market Concepts (3-hour self-paced e-learning course and test	60.00
Total percentage (Assessment Coursework)		100.00

Normally resits will be assessed by the same methodology as the first attempt, unless otherwise stated

Reading list

The reading list is available from the Library website

Last updated: 30/06/2021 16:24:23

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