Portfolio Management (765N1)

15 credits, Level 7 (Masters)

Spring and summer teaching

On this module, you’ll explore the principles and practice of portfolio management. Through this, you’ll prepare for a future in the investment and fund-management industry.

In small teams, you’ll design and implement an investment portfolio. You’ll analyse its performance and present your findings in a professional report to a simulated client panel. Through this, you’ll develop skills essential for portfolio management – including teamwork, communication and critical analysis.

You’ll cover:

  • the theory of asset allocation and portfolio construction
  • practical implementation using programming tools including Python and AI-based methods
  • passive and active investment strategies
  • mean-variance analysis
  • portfolio optimisation
  • performance evaluation
  • the design of specialised strategies used by hedge funds.

Teaching

67%: Lecture
33%: Practical (Workshop)

Assessment

30%: Coursework (Group submission (written))
70%: Examination (Computer-based examination)

Contact hours and workload

This module is approximately 150 hours of work. This breaks down into about 36 hours of contact time and about 114 hours of independent study. The University may make minor variations to the contact hours for operational reasons, including timetabling requirements.

We regularly review our modules to incorporate student feedback, staff expertise, as well as the latest research and teaching methodology. We鈥檙e planning to run these modules in the academic year 2026/27. However, there may be changes to these modules in response to feedback, staff availability, student demand or updates to our curriculum.

We鈥檒l make sure to let you know of any material changes to modules at the earliest opportunity.