Module manager: Dr Costas Lambrinoudakis
Email: C.Lambrinoudakis@leeds.ac.uk
Taught: Semester 1 (Sep to Jan) View Timetable
Year running 2025/26
LUBS2205 Corporate Finance
| LUBS3655 | Professional Portfolio Management |
LUBS3655 Professional Portfolio Management for BSc Accounting and Finance and BSc Banking and Finance students only. The module will remain active for all other students.
This module is not approved as a discovery module
Advanced Portfolio Management is an applied module showing students how financial theory developed in levels one and two can be applied to portfolio management using Bloomberg Professional Services. Each student will develop an investment strategy and manage a hypothetical portfolio in accordance with their strategy, using real securities and real-time prices and information.
This module aims to provide students with an advanced understanding of how financial and investment theory is applied in practice using the Bloomberg Professional Services Platform.
On successful completion of the module students will have demonstrated the following learning outcomes relevant to the subject:
1) Explain and critically evaluate how the essential principles of finance and investment are applied in practice
2) Critically appraise the application of theoretical investment models in the context of quantitative portfolio management.
On successful completion of the module students will have demonstrated the following skills learning outcomes:
1) Write in a clear, concise, focussed and structured manner that is supported by relevant evidence
2) Weigh up different arguments and perspectives, using supporting evidence to form opinions, arguments, theories and ideas
3) Make decisions dealing with uncertainty, ambiguity and risk
4) Select, use, troubleshoot and adapt digital networks, applications and services to achieve specific goals
5) Evaluate and organise information and interpret, analyse and manipulate numerical data across a variety of formats and media to aid understanding and inform decision-making
6) Develop awareness of the broader environment in which businesses and organisations operate and how they are affected by it.
Indicative content includes:
- Development of Investment Philosophies
- Evaluation of Investment Strategies
- Applied Portfolio Management using the Bloomberg Professional Services Platform
- Portfolio Performance Evaluation
- Portfolio Management Project.
| Delivery type | Number | Length hours | Student hours |
|---|---|---|---|
| Lecture | 10 | 1.5 | 15 |
| Seminar | 5 | 1 | 5 |
| Independent online learning hours | 20 | ||
| Private study hours | 60 | ||
| Total Contact hours | 20 | ||
| Total hours (100hr per 10 credits) | 100 | ||
Students will have the opportunity to submit a draft summarizing their investment philosophy and strategy, and they will receive written feedback on it. This will take place shortly before the middle of the semester, after students have been taught several strategies to choose from and before they begin implementing them through trading. Students can then use the feedback to refine and update their philosophies and strategies accordingly.
| Assessment type | Notes | % of formal assessment |
|---|---|---|
| Assignment | 2,500 word report | 100 |
| Total percentage (Assessment Coursework) | 100 | |
The resit for this module will be 100% by 2 hour written examination.
The reading list is available from the Library website
Last updated: 30/04/2025
Errors, omissions, failed links etc should be notified to the Catalogue Team