COURSE DETAIL

INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
Country
Netherlands
Host Institution
Maastricht University - School of Business and Economics
Program(s)
Business and Economics, Maastricht
UCEAP Course Level
Upper Division
UCEAP Subject Area(s)
Economics Business Administration
UCEAP Course Number
179
UCEAP Course Suffix
UCEAP Official Title
INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
UCEAP Transcript Title
INVST PRTFOLIO MGMT
UCEAP Quarter Units
6.00
UCEAP Semester Units
4.00
Course Description

The purpose of this course is to study how investors (both retail and institutional) construct and manage portfolios. The course follows the investment process investors follow in real life. That is from Asset Liability Management to Strategic and Tactical Asset Allocation to Portfolio Management, Security Selection, and finally Trading. Each week the course studies a different asset class. Next to traditional assets like listed stocks we look at the added value of real estate, mutual funds, hedge funds, and private equity in order to build diversified portfolios. Finally the course introduces a new development in professional asset management; Socially Responsible Investing (SRI). The course studies the impact of SRI on portfolio return and risk. All topics are explored via real life cases using actual data.

Language(s) of Instruction
English
Host Institution Course Number
EBC2054
Host Institution Course Title
INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT
Host Institution Campus
Maastricht University
Host Institution Faculty
Host Institution Degree
Host Institution Department
School of Business & Economics
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