ULMS Electronic Module Catalogue

The information contained in this module specification was correct at the time of publication but may be subject to change, either during the session because of unforeseen circumstances, or following review of the module at the end of the session. Queries about the module should be directed to the member of staff with responsibility for the module.
Title PORTFOLIO MANAGEMENT
Code BLIM505
Coordinator Mr A Ozunlu
Finance and Accounting
A.Ozunlu@liverpool.ac.uk
Year CATS Level Semester CATS Value
Session 2020-21 Level 7 FHEQ Second Semester 15

Pre-requisites before taking this module (other modules and/or general educational/academic requirements):

 

Modules for which this module is a pre-requisite:

 

Programme(s) (including Year of Study) to which this module is available on a required basis:

 

Programme(s) (including Year of Study) to which this module is available on an optional basis:

 

Teaching Schedule

  Lectures Seminars Tutorials Lab Practicals Fieldwork Placement Other TOTAL
Study Hours   16

      37

2

55
Timetable (if known)              
Private Study 95
TOTAL HOURS 150

Assessment

EXAM Duration Timing
(Semester)
% of
final
mark
Resit/resubmission
opportunity
Penalty for late
submission
Notes
Examination. There is a resit opportunity. Standard UoL penalty applies for late submission. This is an anonymous assessment. Assessment Schedule (When): 2  24 hours    100       
CONTINUOUS Duration Timing
(Semester)
% of
final
mark
Resit/resubmission
opportunity
Penalty for late
submission
Notes
             

Aims

To explain and demonstrate the use of portfolio management, including return and risk measurement, portfolio planning, and portfolio construction.


Learning Outcomes

(LO1) A systematic understanding, knowledge and critical awareness of the nature, concepts and construction of portfolios, having regard for the type of investor;

(LO2) The creative application of knowledge, understanding and techniques underlying portfolio management strategies including risk management strategies in uncertain contexts;

(LO3) Conceptual and practical understanding of the understanding of performance evaluation of portfolios at the forefront of current practice.

(S1) Adaptability

(S2) Problem solving

(S3) Numeracy

(S4) Commercial awareness

(S5) Organisational skills

(S6) Written communication skills

(S7) International awareness

(S8) Lifelong learning

(S9) Ethical awareness


Teaching and Learning Strategies

Mixed, hybrid delivery, with social distancing on campus

Face-to-face seminars x 16 hours
Asynchronous learning x 37 hours
Group study x 2 hours
Self-directed learning x 95 hours


Syllabus

 

Portfolio concepts;

Management of individual/family investor portfolios;

Management of institutional investor portfolios;

Pension plans and employee benefit funds;

Investment manager selection;

Other institutional investors;

Mutual funds, pooled funds, and ETFs;

Economic analysis and setting capital market expectations;

Tax efficiency;

Asset allocation including currency overlay;

Portfolio construction and revision;

Equity portfolio management strategies;

Fixed income portfolio management strategies;

Alternative investments management strategies;

Risk management;

Execution of portfolio decisions (trading);

Performance evaluation;

Presentation of performance results.


Recommended Texts

Reading lists are managed at readinglists.liverpool.ac.uk. Click here to access the reading lists for this module.