Essex Business School
Postgraduate: Level 7
Thursday 05 October 2023
Friday 15 December 2023
26 June 2023
Requisites for this module
MSC N42012 Accounting and Finance,
MSC N31012 Banking and Finance,
MSC N31024 Banking and Finance,
MSC N30012 Finance,
MSC N30024 Finance,
MSC N39012 Finance and Investment,
MSC N39024 Finance and Investment,
MSC N3G312 Finance and Data Analytics,
MSC N35112 Finance and Global Trading,
PHD N30048 Finance,
PHD N30084 Finance,
MACCN440 Accounting and Finance,
MACCN441 Accounting and Finance (Including Placement Year),
MACCN442 Accounting and Finance (Including Year Abroad)
This module is specifically designed for students with an interest in becoming portfolio managers.
It covers the main concepts such as valuation, efficient diversification, managing risk exposures, portfolio management styles and performance measurement that are at the core of managing investment portfolios and pays special attention to the practicalities of implementation. The module content will therefore contain a balance between theoretical models and their practical applications.
The aim of this module is:
- To immerse the student in the process of portfolio management.
By the end of this module, students will be expected to be able to:
- Value equity investments using a set of alternative methods.
- Perform basic bond valuation.
- Acquire a critical understanding of the centrality of efficient diversification in portfolio management.
- Understand equity and bond portfolio management strategies and styles.
- Manage portfolio risk.
- Perform basic macroeconomic analysis.
Skills for your professional life (Transferable Skills)
The module is geared towards building up or enhancing the following transferable skills:
- Fluency in Excel in general, Excel's Solver function in particular, within the context of portfolio optimisation.
- Ability to use the Bloomberg Professional terminal to retrieve corporate data and perform analytics.
- Being able to write a valuation report on a stock using discounted free cash flows.
- Ability to prepare a professional report on portfolio management research undertaken within a group environment.
- Being able to interpret financial data and problems in light of established theories.
- Develop rigorous theoretical arguments based on mathematical and analytical reasoning.
No additional information available.
This module will be delivered via:
- One 2-hour lecture per week.
- One 1-hour computer lab or class per week.
Students are expected to do the relevant reading and preparation before the lecture. It is strongly recommended that you also do additional reading to supplement the lecture material.
The above list is indicative of the essential reading for the course.
The library makes provision for all reading list items, with digital provision where possible, and these resources are shared between students.
Further reading can be obtained from this module's reading list
Assessment items, weightings and deadlines
|Coursework / exam
||Main exam: In-Person, Open Book, 120 minutes during Early Exams
||Reassessment Main exam: In-Person, Open Book, 120 minutes during September (Reassessment Period)
Exam format definitions
- Remote, open book: Your exam will take place remotely via an online learning platform. You may refer to any physical or electronic materials during the exam.
- In-person, open book: Your exam will take place on campus under invigilation. You may refer to any physical materials such as paper study notes or a textbook during the exam. Electronic devices may not be used in the exam.
- In-person, open book (restricted): The exam will take place on campus under invigilation. You may refer only to specific physical materials such as a named textbook during the exam. Permitted materials will be specified by your department. Electronic devices may not be used in the exam.
- In-person, closed book: The exam will take place on campus under invigilation. You may not refer to any physical materials or electronic devices during the exam. There may be times when a paper dictionary,
for example, may be permitted in an otherwise closed book exam. Any exceptions will be specified by your department.
Your department will provide further guidance before your exams.
Module supervisor and teaching staff
Dr Efthimios Nikolakopoulos, email: email@example.com.
Dr Efthymios Nikolakopoulos & Dr Cheng Yan
Dr Aris Kartsaklas
Brunel University London
Available via Moodle
Of 19 hours, 19 (100%) hours available to students:
0 hours not recorded due to service coverage or fault;
0 hours not recorded due to opt-out by lecturer(s), module, or event type.
Disclaimer: The University makes every effort to ensure that this information on its Module Directory is accurate and up-to-date. Exceptionally it can
be necessary to make changes, for example to programmes, modules, facilities or fees. Examples of such reasons might include a change of law or regulatory requirements,
industrial action, lack of demand, departure of key personnel, change in government policy, or withdrawal/reduction of funding. Changes to modules may for example consist
of variations to the content and method of delivery or assessment of modules and other services, to discontinue modules and other services and to merge or combine modules.
The University will endeavour to keep such changes to a minimum, and will also keep students informed appropriately by updating our programme specifications and module directory.
The full Procedures, Rules and Regulations of the University governing how it operates are set out in the Charter, Statutes and Ordinances and in the University Regulations, Policy and Procedures.