2023/24 Undergraduate Module Catalogue
LUBS3655 Professional Portfolio Management
10 creditsClass Size: 150
Module manager: Dr. Costas Lambrinoudakis
Email: C.Lambrinoudakis@leeds.ac.uk
Taught: Semester 2 (Jan to Jun) View Timetable
Year running 2023/24
Pre-requisite qualifications
LUBS2205 Corporate FinanceOR
LUBS2206 Corporate Financial Management
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:
- Development of Investment Philosophies
- Evaluation of Investment Strategies
- Applied Portfolio Management using the Bloomberg Professional Service Platform
- Portfolio Performance Evaluation
- Portfolio Management Project
Teaching methods
Delivery type | Number | Length hours | Student hours |
Lecture | 7 | 1.50 | 10.50 |
Seminar | 5 | 1.00 | 5.00 |
Independent online learning hours | 20.00 | ||
Private study hours | 64.50 | ||
Total Contact hours | 15.50 | ||
Total hours (100hr per 10 credits) | 100.00 |
Private study
This could include a variety of activities, such as reading, watching videos, question practice and exam preparation.Opportunities for Formative Feedback
Students can submit a draft of the first two chapters of their group report and receive written feedback. Formative feedback will also be available through seminar activities and group discussions.Methods of assessment
Coursework
Assessment type | Notes | % of formal assessment |
Report | 1,500 word individual Project Report | 60.00 |
Group Project | 2,500 word Group Report | 40.00 |
Total percentage (Assessment Coursework) | 100.00 |
The resit for this module will be 100% by 2 hour examination.
Reading list
The reading list is available from the Library websiteLast updated: 17/05/2023 14:49:25
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