Key words
Applications of Portfolio Management, IWETO-code: S181 Financial Sciences
Objectives
- Ability to select and manage a portfolio in a responsible way
- Follow the exchange rates, company results and macroeconomic indicators and being able to deduct responsible conclusions from them
- Working independently and apply the trained techniques
- Accuracy in the processing of data
- Learning to work in team
- Being flexible and creative in the searching of the required information
- Thinking in a problem-solving way
- Critical assimilation of the information
- Highlight the sense of lifelong learning
Topics
- Principles of constructing a portfolio (strategically and tactically) with applications
- Stockpicking based on fundamental analysis and relative performing with applications
- Following, managing and covering of portfolios
Prerequisites
Knowledge of the different products of investment and being able to search and interpret related information.
Basic knowledge of economics.
Final Objectives
Knowledge
Job-related (specific):- Knowledge of the different possibilities of investment and the rules to construct and manage a portfolio in a sensible way
- Knowledge of the financial professional literature
- Knowledge of the carriers of information and instances that collect information: libraries, multimedia
- Knowledge of the financial products, their possibilities and limitations
- Knowledge of the evolutions in the own fields of study
- Knowledge of the topicality concerning the profession
- Knowing where one can get further training and knowing how to consult information about that
Skills
General:- Thinking and reasoning power
- Working independently
- Updating knowledge
- Consulting sources
- Acquiring and assimilating information
Job-related (general):- Ability to work in team
- Judging the offered knowledge (being critical)
- Organising (analysing, outlining, drawing up a hierarchy) of information
- Handling numerical data
- Distinguishing problems
- Ability to think in an analytical and problem-solving way
- Thinking logically
Job-related (specific):- Inform and give advice to clients in the field of investments
- Present the best possible choice in compliance with a strict moral, deontological and legal code
- Follow the big economic sectors
- Follow the financial and economic reality through professional literature
- Conduct market research
- Collect, process, store and use relevant information
- Ability to identify and analyse the needs of clients
- Ability to distinguish, consider fully, formulate and investigate thoroughly a specific problem
- Ability to consult the necessary sources for solving a problem
- Come to conclusions quickly
Attitudes
General:- Being critical
- Being creative
- Precision and accuracy
- Eagerness to learn continuously
- Inquisitiveness
Job-related (general):- Being flexible
- Result-oriented
- Inquisitiveness, updating knowledge continuously
- Immune to stress
- Independence - ability to work independently
Job-related (specific):- Sense of overview
- Ability to handle economical and financial information
- Sense of completeness
- Sense of structure
- Having an eye for details
- Keeping track of the professional literature
- Willingness to take refresher courses
Materials used
Summary of text by lecturer.
Recent articles
Annual reports
Financial information from 'De Tijd' and financial websites
Study costs
Syllabus and texts at the unit price determined under Hogeschool rules
Study guidance
Students can ask lecturer individual questions concerning study.
Teaching Methods
Lectures, conversation about teaching and performing a practical study
Assessment
- First exam session: 100% oral exam with presentation of paper
- Second exam session: 100% oral exam with presentation of paper
Students only enrolled for taking the exams:- First exam session: 100% oral exam with presentation of paper
- Second exam session: 100% oral exam with presentation of paper
Lecturer(s)
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