Study programme 2022-2023Français
Seminar: Portfolio Management
Programme component of Master's in Mathematics (MONS) (day schedule) 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 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

UE Content: description and pedagogical relevance

The learning activities of the EU are fully complementary and differ only in the way they are taugh

Prior Experience

financial market

Type(s) and mode(s) of Q1 UE assessment

  • Production (written work, report, essay, collection, product, etc.) - To be submitted in class
  • Seminar participation - Face-to-face
  • Practical exam - Face-to-face

Q1 UE Assessment Comments

portfolio of exercises to be carried out in groups in the trading room and to be defended individually

Type(s) and mode(s) of Q1 UE resit assessment (BAB1)

  • N/A - Néant

Q1 UE Resit Assessment Comments (BAB1)

none

Type(s) and mode(s) of Q3 UE assessment

  • N/A - Néant

Q3 UE Assessment Comments

no evaluation for the Q3

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
  • Hybrid
W-FINA-055
  • Hybrid

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 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 : 27/04/2022
Date de dernière génération automatique de la page : 20/06/2023
20, place du Parc, B7000 Mons - Belgique
Tél: +32 (0)65 373111
Courriel: info.mons@umons.ac.be