Study programmeFrançais
Seminar: Portfolio Management
Programme component of Master's Degree 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
Français0250003.00100.00

AA CodeTeaching Activity (AA) HT(*) HTPE(*) HTPS(*) HR(*) HD(*) Term Weighting
W-FINA-029Portfolio management seminar025000Q1100.00%
Unité d'enseignement

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 works

Q1 UE Assessment Comments

Exercises of management of portfolio to be realized in trading room (100%)

Type of Assessment for UE in Q2

  • N/A

Q2 UE Assessment Comments

Not applicable

Type of Assessment for UE in Q3

  • Oral examination

Q3 UE Assessment Comments

Oral examination in trading room if the student realized the exercices during the first quadrimester. If no, the student will have to do the exercices.

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-029
  • Séminaires

Mode of delivery

AAMode of delivery
W-FINA-029
  • Mixed

Required Reading

AA
W-FINA-029

Required Learning Resources/Tools

AARequired Learning Resources/Tools
W-FINA-029Alphonse P., Desmuliers G., Grandin P. & Levasseur P. (2013), « Gestion de portefeuille et Marchés financiers », 2ème édition, Pearson, 696 pagesClauss P. (2011), « Gestion de portefeuille – une approche quantitative », Broché, DunodCobbaut R., Gillet R. & Hübner G. (2015) « La gestion de portefeuille. Instruments, stratégie et performance », Comptabilité,
contrôle & finance, De Boeck, 2ème édition, 557 pages

Recommended Reading

AA
W-FINA-029

Recommended Learning Resources/Tools

AARecommended Learning Resources/Tools
W-FINA-029Not applicable

Other Recommended Reading

AAOther Recommended Reading
W-FINA-029Not applicable

Grade Deferrals of AAs from one year to the next

AAGrade Deferrals of AAs from one year to the next
W-FINA-029Autorisé
Date de génération : 17/03/2017
20, place du Parc, B7000 Mons - Belgique
Tél: +32 (0)65 373111
Courriel: info.mons@umons.ac.be