Study programme 2021-2022Français
Seminar: Portfolio Management
Programme component of Master's in Mathematics à la Faculty of Science

CodeTypeHead of UE Department’s
contact details
Teacher(s)
US-M1-SCMATH-040-MOptional UECROQUET MélanieW751 - Finance
  • CROQUET Mélanie

Language
of instruction
Language
of assessment
HT(*) HTPE(*) HTPS(*) HR(*) HD(*) CreditsWeighting Term
  • Français
Français02100033.001st term

AA CodeTeaching Activity (AA) HT(*) HTPE(*) HTPS(*) HR(*) HD(*) Term Weighting
W-FINA-054Portfolio management seminar - AAEP018000Q1
W-FINA-055Portfolio management seminar - AAEHP03000Q1

Integrated test : there will be no assessment for each AA but a single assessment for the UE.
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

AAType of Teaching Activity/Activities
W-FINA-054
  • Travaux pratiques
W-FINA-055
  • Travaux pratiques

Mode of delivery

AAMode of delivery
W-FINA-054
  • Mixed
W-FINA-055
  • Mixed

Required Reading

AA
W-FINA-054
W-FINA-055

Required Learning Resources/Tools

AARequired Learning Resources/Tools
W-FINA-054Alphonse P., Desmuliers G., Grandin P. & Levasseur P. (2013), " Gestion de portefeuille et Marchés financiers ", 2ème édition enrichie, Pearson, 648 pages
Clauss P. (2011), " Gestion de portefeuille - une approche quantitative ", Broché, Dunod
Cobbaut R., Gillet R. & Hübner G. (2020) " La gestion de portefeuille. Instruments, stratégie et performance ", Comptabilité,contrôle & finance, De Boeck, 3ème édition.
W-FINA-055See AAEP

Recommended Reading

AA
W-FINA-054
W-FINA-055

Recommended Learning Resources/Tools

AARecommended Learning Resources/Tools
W-FINA-054Not applicable
W-FINA-055Not applicable

Other Recommended Reading

AAOther Recommended Reading
W-FINA-054Not applicable
W-FINA-055Not applicable
(*) HT : Hours of theory - HTPE : Hours of in-class exercices - HTPS : hours of practical work - HD : HMiscellaneous time - HR : Hours of remedial classes. - Per. (Period), Y=Year, Q1=1st term et Q2=2nd term
Date de dernière mise à jour de la fiche ECTS par l'enseignant : 11/05/2021
Date de dernière génération automatique de la page : 06/05/2022
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Tél: +32 (0)65 373111
Courriel: info.mons@umons.ac.be