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2024/25 Undergraduate Module Catalogue

LUBS3655 Professional Portfolio Management

10 creditsClass Size: 160

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

Taught: Semester 2 (Jan to Jun) View Timetable

Year running 2024/25

Pre-requisite qualifications

LUBS2205 Corporate Finance
OR
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 typeNumberLength hoursStudent hours
Lecture71.5010.50
Seminar51.005.00
Independent online learning hours20.00
Private study hours64.50
Total Contact hours15.50
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 typeNotes% of formal assessment
Report1,500 word individual Project Report60.00
Group Project2,500 word Group Report40.00
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 website

Last updated: 13/05/2024

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