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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

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


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

Teaching Methods

Teaching Activities
Category Activity Number Length Student Hours Comment
Scheduled Learning And Teaching ActivitiesLecture62:0012:00PiP sessions
Structured Guided LearningLecture materials12:002:00Pre-recorded lecture
Guided Independent StudyAssessment preparation and completion130:0030:00N/A
Guided Independent StudyDirected research and reading152:0052:00N/A
Scheduled Learning And Teaching ActivitiesSmall group teaching31:003:00Online sessions
Scheduled Learning And Teaching ActivitiesWorkshops11:001:00Online whole cohort Q&A session
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.

Assessment Methods

The format of resits will be determined by the Board of Examiners

Description Length Semester When Set Percentage Comment
Written Examination902A100N/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 exercises2MSeminar 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

Reading Lists