NBS8336 : Portfolio Management
NBS8336 : Portfolio Management
- Offered for Year: 2024/25
- Module Leader(s): Dr Minh Nguyen
- Owning School: Newcastle University Business School
- Teaching Location: Newcastle City Campus
Semesters
Your programme is made up of credits, the total differs on programme to programme.
| Semester 2 Credit Value: | 10 |
| ECTS Credits: | 5.0 |
| European Credit Transfer System | |
Pre-requisite
Modules you must have done previously to study this module
Pre Requisite Comment
N/A
Co-Requisite
Modules you need to take at the same time
Co Requisite Comment
N/A
Aims
To develop skills and knowledge of financial instruments and financial markets
To introduce methods for the analysis of financial data and investment decisions
To build the link between theory and practice
This module aims to provide students with the knowledge of different financial instruments and the ability to analyse and combine these securities into an efficient investment portfolio. As part of the process, students are expected to analyse financial market data, to measure the risk of their investments, to conduct research into business and investment issues either individually or as part of a team, thereby developing effective communication, problem solving and decision making skills. The module also intends to provide sound foundation for those students to pursue career in financial markets & investment management or study professional qualification in these areas.
Outline Of Syllabus
1. The investment environment and asset classes
2. Asset allocation
3. Theories of active portfolio management
4. Equity portfolio investments
5. Bond portfolio management
6. Execution of portfolio decisions (Trading)
7. Performance evaluations
Learning Outcomes
Intended Knowledge Outcomes
On completion of this module successful students should have the following learning outcomes:
• A familiarity with financial instruments and the developments of financial markets
• An understanding of the process of investment analysis and portfolio management
Intended Skill Outcomes
On completion of this module successful students should have the following skill outcomes:
• Ability to process and manipulate financial market data
• Ability to analyse and combine securities into an efficient portfolio
• Ability to critically analyse and evaluate investment decisions
• A familiarity with key financial data sources (for example, Bloomberg, Refinitiv, WRDS)
Teaching Methods
Teaching Activities
| Category | Activity | Number | Length | Student Hours | Comment |
|---|---|---|---|---|---|
| Scheduled Learning And Teaching Activities | Lecture | 6 | 2:00 | 12:00 | PiP sessions |
| Structured Guided Learning | Lecture materials | 1 | 2:00 | 2:00 | Pre-recorded lecture |
| Guided Independent Study | Assessment preparation and completion | 1 | 30:00 | 30:00 | N/A |
| Guided Independent Study | Directed research and reading | 1 | 52:00 | 52:00 | N/A |
| Scheduled Learning And Teaching Activities | Small group teaching | 3 | 1:00 | 3:00 | Online sessions |
| Scheduled Learning And Teaching Activities | Workshops | 1 | 1:00 | 1:00 | Online whole cohort Q&A session |
| Total | 100:00 |
Teaching Rationale And Relationship
• Lectures provide the basic structure of the methods and theories that are introduced and an overview of the current issues.
• Seminars provide an opportunity to enhance understanding of the theoretical aspects of the module.
Reading Lists
Assessment Methods
The format of resits will be determined by the Board of Examiners
Exams
| Description | Length | Semester | When Set | Percentage | Comment |
|---|---|---|---|---|---|
| Written Examination | 90 | 2 | A | 100 | N/A |
Formative Assessments
Formative Assessment is an assessment which develops your skills in being assessed, allows for you to receive feedback, and prepares you for being assessed. However, it does not count to your final mark.
| Description | Semester | When Set | Comment |
|---|---|---|---|
| Prob solv exercises | 2 | M | Seminar questions provided |
Assessment Rationale And Relationship
The assessment methods will encourage students to acquire critical understanding of issues related to modern investment theories and practices and prepare a foundation for professional qualifications in investment management
Timetable
- Timetable Website: www.ncl.ac.uk/timetable/
- NBS8336's Timetable
Past Exam Papers
- Exam Papers Online : www.ncl.ac.uk/exam.papers/
- NBS8336's past Exam Papers
General Notes
N/A
Welcome to Newcastle University Module Catalogue
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Disclaimer
The information contained within the Module Catalogue relates to the 2024 academic year.
In accordance with University Terms and Conditions, the University makes all reasonable efforts to deliver the modules as described.
Modules may be amended on an annual basis to take account of changing staff expertise, developments in the discipline, the requirements of external bodies and partners, and student feedback. Module information for the 2025/26 entry will be published here in early-April 2025. Queries about information in the Module Catalogue should in the first instance be addressed to your School Office.