Module Details

BE354-7-AU-CO: Portfolio Management

Year: 2016/17
Department: Essex Business School
Essex credit: 20
ECTS credit: 10
Available to Study Abroad / Exchange Students: Yes
Full Year Module Available to Study Abroad / Exchange Students for a Single Term: No
Outside Option: No

Supervisor: Dr Sina Erdal
Teaching Staff: Dr Sina Erdal & Konstantinos Baltas
Contact details: Email:

Module is taught during the following terms
Autumn Spring Summer

Module Description

The objective of this module is to immerse the student in the process of portfolio management. The module is specifically designed for students with an interest in becoming portfolio managers. The module covers the main concepts such as valuation, efficient diversification, managing risk exposures, portfolio management styles and performance measurement that are at the core of managing investment portfolios and pays special attention to the practicalities of implementation. The module content will therefore contain a balance between theoretical models and their practical applications.

Learning Aims and Outcomes

By the end of this module students should be able to:

1. Value equity investments using a set of alternative methods
2. Perform basic bond valuation
3. Acquire a critical understanding of the centrality of efficient diversification in portfolio management
4. Understand equity and bond portfolio management strategies and styles
5. Manage portfolio risk
6. Perform basic macroeconomic analysis

Skills for your professional life (Transferable Skills)

The module is geared towards building up or enhancing the following transferable skills:
- Fluency in Excel in general, Excel's Solver function in particular, within the context of portfolio optimisation.
- Ability to use the Bloomberg Professional terminal to retrieve corporate data and perform analytics.
- Being able to write a valuation report on a stock using discounted free cash flows.
- Ability to prepare a professional report on portfolio management research undertaken within a group environment
- Being able to interpret financial data and problems in light of established theories
- Develop rigorous theoretical arguments based on mathematical and analytical reasoning

Learning and Teaching Methods

Delivery consists of one two-hour lecture per week for ten consecutive weeks and weekly one-hour computer labs or classes. You are expected to do the relevant reading and preparation before the lecture. It is strongly recommended that you also do additional reading to supplement the lecture material.


30 per cent Coursework Mark, 70 per cent Exam Mark


One in-class test

Other information

This module is core for:

MSc in Finance and Investment
MSc in Finance and Management

This module is compulsory for:

MSc in Accounting and Finance
MSc in Banking and Finance
MSc in Finance
MSc in Finance and Data Analytics
MSc in Finance and Global Trading
MSc in International Finance

Postgraduate Administrator - Jade D'Mello

Further information

External Examiner Information

  • Name: Prof Robert Hutchinson
    Institution: University of Ulster
    Academic Role: Emeritus Professor