Postgraduate

NBS8336 : Portfolio Management

Semesters
Semester 2 Credit Value: 10
ECTS Credits: 5.0

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

Teaching Methods

Please note that module leaders are reviewing the module teaching and assessment methods for Semester 2 modules, in light of the Covid-19 restrictions. There may also be a few further changes to Semester 1 modules. Final information will be available by the end of August 2020 in for Semester 1 modules and the end of October 2020 for Semester 2 modules.

Teaching Activities
Category Activity Number Length Student Hours Comment
Structured Guided LearningLecture materials92:0018:009 hours of non-synchronous lectures
Guided Independent StudyAssessment preparation and completion151:0015:00N/A
Guided Independent StudyDirected research and reading501:0050:00N/A
Structured Guided LearningStructured research and reading activities42:008:005 hours structured guided learning
Scheduled Learning And Teaching ActivitiesSmall group teaching51:005:00N/A
Scheduled Learning And Teaching ActivitiesDrop-in/surgery12:002:00whole module moderated discussion
Scheduled Learning And Teaching ActivitiesDrop-in/surgery12:002:00Q&A drop-in surgery
Total100:00
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.

Assessment Methods

Please note that module leaders are reviewing the module teaching and assessment methods for Semester 2 modules, in light of the Covid-19 restrictions. There may also be a few further changes to Semester 1 modules. Final information will be available by the end of August 2020 in for Semester 1 modules and the end of October 2020 for Semester 2 modules.

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

Exams
Description Length Semester When Set Percentage Comment
Written Examination992A10024 hr take home exam
Exam Pairings
Module Code Module Title Semester Comment
LBS8336Portfolio Management2London equivalent module
Formative Assessments
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

Timetable