Investment portfolio management (B-TM-YB1265)

3 ECTSEnglish26 Second termSecond term
Ramaekers Michael (coordinator) |  N.
POC PBA BEDRIJFSMANAGEMENT MECH TMMA

Aims

Learning objectives

  • Calculate the relationship between risk and return of securities
  • Define the composition of an investment portfolio by means of different portfolio models
  • Calculate the performance of an investment portfolio
  • Define the sustainability strategy of an investment portfolio
  • Follow trends on the financial markets

 

Previous knowledge

Profound knowledge of financial markets and financial products

Is included in these courses of study

Activities

3 ects. Investment portfolio management (B-TM-YB6407)

3 ECTSEnglishFormat: Lecture-practical-assignment26 Second termSecond term
N.
POC PBA BEDRIJFSMANAGEMENT MECH TMMA

Content

  • Risk and return
  • Diversification
  • Portfolio theories
  • Performance evaluation
  • Sustainability strategies in an investment portfolio

Group assignment: compose and manage an investment portfolio, and report regularly on its perfomance

Individual assignment for foreign students: financial system of their country

Course material

Slides and assignments on Canvas

Use of laptop for assignments during contact hours

Format: more information

Active participation during contact moments

Finalise assignments outside of contact moments

Group assignment: manage investment portfolio

Evaluation

Investment portfolio management (B-TM-YB8265)

Type : Partial or continuous assessment with (final) exam during the examination period
Description of evaluation : Written
Type of questions : Multiple choice, Open questions
Learning material : Computer

Explanation

AssessmentGrading scale
TOTAL1-20/20 scale

•Written exam on computer 70%
•Assignment 30%

  • Group assignment: managing an investment portfolio

Information about retaking exams

This course unit does not allow partial mark transfers.

 

Written exam on computer 80%  
Assignments 20%.

The group assignment on investing is replaced by an individual assignment with the same objectives