Universität Wien FIND

040207 KU Portfolio Management (MA) (2022W)

4.00 ECTS (2.00 SWS), SPL 4 - Wirtschaftswissenschaften
Continuous assessment of course work
ON-SITE
Moodle

Registration/Deregistration

Note: The time of your registration within the registration period has no effect on the allocation of places (no first come, first served).

Details

max. 50 participants
Language: English

Lecturers

Classes (iCal) - next class is marked with N

Mid-term exam: Monday 14.11.2022 09:45 -11:15 Hörsaal 15 Oskar-Morgenstern-Platz 1 2.Stock 02.303
Final exam: Monday 30.01.2023 09:45 -11:15 Hörsaal 9 Oskar-Morgenstern-Platz 1 1.Stock 01.314
The course starts on Monday, 3 October 2022 at 9:45 a.m. in lecture room 12. To secure your place on the course, you must attend on this date, otherwise your place on the course will be given to students on the waiting list.

Monday 03.10. 09:45 - 11:15 Hörsaal 12 Oskar-Morgenstern-Platz 1 2.Stock
Monday 10.10. 09:45 - 11:15 Hörsaal 10 Oskar-Morgenstern-Platz 1 2.Stock
Monday 17.10. 09:45 - 11:15 Hörsaal 10 Oskar-Morgenstern-Platz 1 2.Stock
Monday 24.10. 09:45 - 11:15 Hörsaal 12 Oskar-Morgenstern-Platz 1 2.Stock
Monday 31.10. 09:45 - 11:15 Hörsaal 12 Oskar-Morgenstern-Platz 1 2.Stock
Monday 07.11. 09:45 - 11:15 Hörsaal 5 Oskar-Morgenstern-Platz 1 Erdgeschoß
Monday 14.11. 09:45 - 11:15 Hörsaal 15 Oskar-Morgenstern-Platz 1 2.Stock
Monday 21.11. 09:45 - 11:15 Hörsaal 16 Oskar-Morgenstern-Platz 1 2.Stock
Monday 28.11. 09:45 - 11:15 Hörsaal 16 Oskar-Morgenstern-Platz 1 2.Stock
Monday 05.12. 09:45 - 11:15 Hörsaal 9 Oskar-Morgenstern-Platz 1 1.Stock
Monday 12.12. 09:45 - 11:15 Hörsaal 16 Oskar-Morgenstern-Platz 1 2.Stock
Monday 09.01. 09:45 - 11:15 Hörsaal 10 Oskar-Morgenstern-Platz 1 2.Stock
Monday 16.01. 09:45 - 11:15 Hörsaal 9 Oskar-Morgenstern-Platz 1 1.Stock
Monday 23.01. 09:45 - 11:15 Hörsaal 10 Oskar-Morgenstern-Platz 1 2.Stock
Monday 30.01. 09:45 - 11:15 Hörsaal 9 Oskar-Morgenstern-Platz 1 1.Stock

Information

Aims, contents and method of the course

The objective of the course is to provide students with a deeper understanding of the investment management process. The course is focused on the innovative technologies in portfolio management, expectations in capital markets, alternative investments, private wealth management, portfolio management for institutional investors and investment manager selection process. To increase understanding of key concepts and practice decision making skills, we will connect the course content with relevant practice problems.

Topics covered include:
1. Fintech in Investment Management
2. Capital Market Expectations in the Portfolio Management Process
3. Capital Market Expectations: Approaches in Forecasting Asset Class Returns
4. Alternative Investments
5. Asset Allocation to Alternative Investments
6. Private Wealth Management
7. Taxes in Private Wealth Management
8. Portfolio Management for Institutional Investors
9. Trading Strategies
10. Professionalism in Portfolio Management and Investment Manager Selection

Assessment and permitted materials

Grades for this course is be based on a final exam (45%), mid-term exam (30%), and class participation (25%).

Minimum requirements and assessment criteria

To pass the course, you need to achieve an aggregate score of at least 50%.

Examination topics

All topics covered in class (Please refer to the course syllabus - see moodle)

Reading list

Reading list.
Portfolio Management in Practice, Volume 1: Investment Management, 2020, CFA Institute, Wiley

Association in the course directory

Last modified: Tu 11.10.2022 10:49