Responsible: Christos Floros
| SCHOOL | School of Management and Economics | ||
| ACADEMIC UNIT | Department of Accounting and Finance | ||
| LEVEL OF STUDIES | Undergraduate | ||
| COURSE CODE | 8000.1.053.0 | SEMESTER | Winter/Spring |
| COURSE TITLE | Portfolio Management | ||
|
INDEPENDENT TEACHING ACTIVITIES if credits are awarded for separate components of the course |
WEEKLY TEACHING HOURS |
CREDITS |
| 3 | 5 | |
| Total | 3 | 5 |
| COURSE TYPE general background, special background, specialised general knowledge, skills development |
|
| PREREQUISITE COURSES | n/a |
| LANGUAGE OF INSTRUCTION and EXAMINATIONS | English |
| OFFERED TO ERASMUS STUDENTS | Yes (in English) — Both Winter and Spring Semesters |
| COURSE WEBSITE (URL) | https://eclass.hmu.gr/courses/ACCFIN126/ |
After successful completion of the course, students are expected to be able to:
• describe, combine or recognize the importance of portfolio management and its modern evaluation techniques,
so that the knowledge they will have acquired is demonstrated by the critical understanding of modern forms of portfolio analysis.
• distinguish, explain or calculate and classify the concepts of return and risk and various portfolio valuation techniques, so that they can solve complex real-world problems, demonstrating the skills they have acquired from the course.
• analyze, synthesize and ultimately formulate evaluative judgments for the applied portfolio and stock investment evaluation practices, so that they can contribute to financial decision-making by documenting the ability they have acquired from the course to analyze new situations.
• Overall, after completing the course, students will have acquired sufficient knowledge and skills to successfully apply modern techniques of portfolio analysis and management. They will therefore be able to understand the needs of investors, and the use of models for the effective analysis and management of portfolio investments, as well as to operate responsibly and autonomously as financial analysts in International Stock Exchanges.
The course aims at the acquisition, by the graduate, of the following general
abilities:
Search, analysis and synthesis of data and information, using the necessary technologies,
Adaptation to new situations,
Decision-making,
Teamwork,
Working in an international environment,
Promoting free, creative and inductive thinking.
Χρηματοπιστωτικό Σύστημα. • Χρηματιστήρια. Χρηματιστήριο Αξιών Αθηνών. • Απόδοση και Κίνδυνος. • Θεωρία Χαρτοφυλακίου. • Υποδείγματα CAPM και APT. • Έννοια και Μορφές Αποτελεσματικής Αγοράς. • Μέθοδοι Εκτίμησης της Αποτελεσματικότητας της Αγοράς. • Στάδια Διαχείρισης Επενδυτικού Χαρτοφυλακίου. • Συμπεριφορά των Εισηγμένων Τίτλων (Κυμαινόμενη, Σταθερή, Κυκλική). Αμυντικές / Επιθετικές και Παθητικές / Ενεργητικές Επενδυτικές Στρατηγικές
| DELIVERY Face-to-face, Distance learning, etc. |
Face to face (In person) | ||||||
| USE OF INFORMATION AND COMMUNICATIONS TECHNOLOGY Use of ICT in teaching, laboratory education, communication with students |
Use of Whiteboard and ICT in Teaching (PowerPoint in Lectures). E-class platform & e-mail in communication with students. Office hours required. Availability of lecture slides as well as other course material on the E-Class platform. |
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| TEACHING METHODS The manner and methods of teaching are described in detail. |
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| STUDENT PERFORMANCE EVALUATION Description of the evaluation procedure |
Exam/Cwks |
Edwin J. Elton, Martin J. Gruber, Stephen J. Brown and William N. Goetzmann. Modern Portfolio Theory and Investment Analysis, Wiley