Portfolio Management

The American College of Greece

Course Description

  • Course Name

    Portfolio Management

  • Host University

    The American College of Greece

  • Location

    Athens, Greece

  • Area of Study


  • Language Level

    Taught In English

  • Prerequisites

    FN 2028 Financial Mathematics or FN 3005 Foundations of Corporate Finance
    FN 3032 Foundations of Investment
    FN 3113 Corporate Finance 

  • Course Level Recommendations


    ISA offers course level recommendations in an effort to facilitate the determination of course levels by credential evaluators.We advice each institution to have their own credentials evaluator make the final decision regrading course levels.

    Hours & Credits

  • US Credits

  • Recommended U.S. Semester Credits
  • Recommended U.S. Quarter Units
  • Overview

    This module provides a practical, hands-on experience in investment management and on the application of advanced trading strategies through a semester-long portfolio project

    The course builds on the classic investment theory with an emphasis on establishing appropriate investment objectives, measuring and managing investment risk and return. The course prepares future portfolio managers to handle efficiently the tools needed for selecting assets, managing risk and constructing optimal portfolios.

    As a result of taking this course, the student will be able to:
    1. Demonstrate knowledge and critical understanding of the merits of the application of portfolio theory in traditional and alternative asset classes
    2. Discuss the role and the purpose of single and multifactor models and how these can be used to forecast return and risk of investment portfolios
    3. Construct and manage a portfolio of securities, create an investment policy statement matching a client’s portfolio objectives and constraints.
    4. Measure and evaluate portfolio performance and understand the key features of futures and options and how these can be used to manage the risk of the portfolio

    In congruence with the teaching and learning strategy of the college, the following tools are used:
    - In class interactive discussion using cases and spreadsheet applications with the aim of enhancing students' analytical and critical capabilities as well as their communication skills.
    - Through a hands-on portfolio management project: students gain experience in financial writing and oral presentations thus advancing financial decisions in a group setting. Students will have to develop an investment strategy, screen and review prospective securities and update the status and performance of existing positions.
    - Group discussion - students are divided into groups to finish case projects and short research activities that involve the use of web search or the use of financial data bases
    - Educational Field trips to trading venues, dealing rooms etc
    - Office hours: students are encouraged to make full use of the office hours of their instructor.
    - Use of blackboard.


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