 | Study programme 2020-2021 | Français | |
 | Seminar: Portfolio Management | ||
Programme component of Master's in Mathematics à la Faculty of Science |
| Students are asked to consult the ECTS course descriptions for each learning activity (AA) to know what special Covid-19 assessment methods are possibly planned for the end of Q3 |
|---|
| Code | Type | Head of UE | Department’s contact details | Teacher(s) |
|---|---|---|---|---|
| US-M1-SCMATH-040-M | Optional UE | CROQUET Mélanie | W751 - Finance |
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| Language of instruction | Language of assessment | HT(*) | HTPE(*) | HTPS(*) | HR(*) | HD(*) | Credits | Weighting | Term |
|---|---|---|---|---|---|---|---|---|---|
| Français | 0 | 25 | 0 | 0 | 0 | 3 | 3.00 | 1st term |
| AA Code | Teaching Activity (AA) | HT(*) | HTPE(*) | HTPS(*) | HR(*) | HD(*) | Term | Weighting |
|---|---|---|---|---|---|---|---|---|
| W-FINA-029 | Portfolio management seminar | 0 | 25 | 0 | 0 | 0 | Q1 | 100.00% |
| Programme component |
|---|
Objectives of Programme's Learning Outcomes
- Carry out major projects.
- Work in teams and, in particular, communicate effectively and with respect for others.
- Appropriately use bibliographic resources for the intended purpose.
- Present the objectives and results of a project orally and in writing.
- Apply innovative methods to solve an unprecedented problem in mathematics or within its applications.
- Appropriately make use of computer tools, as required by developing a small programme.
- Communicate clearly.
- make a structured and reasoned presentation of the content and principles underlying a piece of work, mobilised skills and the conclusions it leads to.
- Adapt to different contexts.
- Have developed a high degree of independence to acquire additional knowledge and new skills to evolve in different contexts.
- Demonstrate thoroughness, independence, creativity, intellectual honesty, and ethical values.
Learning Outcomes of UE
Be able to apply the techniques of asset management within the framework of fictitious portfolio.
Be able to calculate and to compare the performance of portfolio and investment fund with regard to a benchmark.
Be able to use advisedly financial databases.
Be autonomous, rigorous, be able to work in team.
Content of UE
Practice of the asset management
Prior Experience
the major principles of the asset management
Type of Assessment for UE in Q1
- Presentation and/or works
- Oral examination
Q1 UE Assessment Comments
See AA
Type of Assessment for UE in Q3
- N/A
Q3 UE Assessment Comments
No Q3 evaluation
Type of Resit Assessment for UE in Q1 (BAB1)
- N/A
Q1 UE Resit Assessment Comments (BAB1)
Not applicable
Type of Teaching Activity/Activities
| AA | Type of Teaching Activity/Activities |
|---|---|
| W-FINA-029 |
|
Mode of delivery
| AA | Mode of delivery |
|---|---|
| W-FINA-029 |
|
Required Reading
| AA | |
|---|---|
| W-FINA-029 |
Required Learning Resources/Tools
| AA | Required Learning Resources/Tools |
|---|---|
| W-FINA-029 | Alphonse P., Desmuliers G., Grandin P. & Levasseur P. (2013), " Gestion de portefeuille et Marchés financiers ", 2ème édition, Pearson, 696 pagesClauss P. (2011), " Gestion de portefeuille - une approche quantitative ", Broché, DunodCobbaut R., Gillet R. & Hübner G. (2020) " La gestion de portefeuille. Instruments, stratégie et performance ", Comptabilité, contrôle & finance, De Boeck, 3ème édition. |
Recommended Reading
| AA | |
|---|---|
| W-FINA-029 |
Recommended Learning Resources/Tools
| AA | Recommended Learning Resources/Tools |
|---|---|
| W-FINA-029 | Not applicable |
Other Recommended Reading
| AA | Other Recommended Reading |
|---|---|
| W-FINA-029 | Not applicable |
Grade Deferrals of AAs from one year to the next
| AA | Grade Deferrals of AAs from one year to the next |
|---|---|
| W-FINA-029 | Authorized |