Study programme 2021-2022Français
Portfolio Management Seminar
Programme component of Master's in Business Engineering à la Warocqué School of Business and Economics

CodeTypeHead of UE Department’s
contact details
Teacher(s)
UW-M2-IGGEST-092-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

  • Mobilise expertise in at least one area of management.
    • Mobilise acquired skills in a specific professional environment.
    • Contribute to the development of innovative tools and solutions.
  • Be independent and regularly adapt to new contexts.
    • Demonstrate independence and persevere, despite the difficulties or initial errors, to find an optimal solution.
    • Monitor knowledge and methodological approaches in order to evolve their thinking and practice.
    • Assess their practices and be able to question it.
  • Adopt a scientific approach of analysis and reasoning.
    • Master the different steps and methods to carry out research on complex or innovative management issues.
    • Construct a reference framework, formulate questions or hypotheses from the analysis of scientific literature.
    • Collect data, analyse it qualitatively and quantitatively and adequately interpret the results, taking into account the reference framework within which the research was developed.
  • Manage a project within an organisation.
    • Mobilise the methods and management support tools in changing contexts.

Learning Outcomes of UE

Be able to apply asset management techniques in fictitious portfolios.
Be able to calculate and compare portfolio and investment fund performance against a benchmark.
Be able to use financial databases wisely.
Be autonomous, rigorous and be able to work as a team

Content of UE

portfolio management seminar

Prior Experience

financial market

Type of Assessment for UE in Q1

  • Presentation and/or works

Q1 UE Assessment Comments

portfolio of exercises to be carried out in the market room with defence of work by group

Type of Assessment for UE in Q3

  • N/A

Q3 UE Assessment Comments

no evaluation for the Q3

Type of Resit Assessment for UE in Q1 (BAB1)

  • N/A

Q1 UE Resit Assessment Comments (BAB1)

none

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
20, place du Parc, B7000 Mons - Belgique
Tél: +32 (0)65 373111
Courriel: info.mons@umons.ac.be