BX2031 - Personal Portfolio Management

Portfolio and risk management at an individual investor level, including the use of hedging tools, fundamental and technical analysis.

Learning Outcomes

• analyse the performance of a portfolio;
• determine the intrinsic value of individual securities and portfolios;
• develop strategies specific to investor requirements;
• explain the relationships and analyse the impact on an investment of changes in major variables;
• use derivatives and other available tools to reduce risk exposure.

Graduate Qualities

• The ability to think critically, to analyse and evaluate claims, evidence and arguments;
• The ability to adapt knowledge to new situations;
• The ability to define and to solve problems in at least one discipline area;
• The ability to communicate effectively with a range of audiences;
• The ability to speak and write logically, clearly and creatively;
• The ability to calculate, produce, interpret and communicate numerical information;
• The ability to select and use appropriate IT tools;
• The ability to access and employ online technologies effectively;
• A coherent and disciplined body of skills, knowledge, values and professional ethics in at least one discipline area;
• The ability to use a variety of media and methods to retrieve, analyse, evaluate, organise and present information;
• The ability to reflect on and evaluate learning processes and products;
• The ability to learn independently and in a self-directed manner;
• A commitment to lifelong learning and intellectual development.

Note: Minor variations might occur due to the continuous Subject quality improvement process, and in case of minor variation(s) in assessment details, the Subject Outline represents the latest official information.