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

CodeTypeHead of UE Department’s
contact details
Teacher(s)
UW-M2-SCGEST-036-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.
    • Master the principal decision-making processes of a company.
    • Mobilise acquired skills in a specific professional environment.
    • Contribute to the development of innovative tools and solutions.
  • Professionally communicate and present original work both orally and in writing.
    • Conduct scientific reasoning on complex or innovative management issues.
    • Communicate and interact in a clear and structured manner, orally and in writing, on issues, analyses and projects.
  • Collaborate within a team and exercise leadership.
    • Contribute to the coordination and animation of a team, by putting in place the most effective means of collaboration in a given situation.
    • Listen to team members and encourage expressing a shared opinion. Accept and discuss a different point of view than theirs.
    • Plan activities so as to best utilise the time available.
  • In an active and integrated manner, master knowledge in the various fields of management and use them effectively in a professional context.
    • Integrate highly specialised knowledge in different fields of management.
    • Appropriately mobilise expertise taking into account the constraints and resources in the situation encountered.
    • Contribute to the implementation of innovative projects.
  • Be independent and regularly adapt to new contexts.
    • Demonstrate independence and persevere, despite the difficulties or initial errors, to find an optimal solution.
    • Assess their practices and be able to question it.
  • Understand interactions between companies and their socio-economic environments.
    • Master and appropriately mobilise knowledge and methodological approaches to understand and explain interactions between companies and their environment.
    • 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