Course overview
This project-based course immerses students in the professional practice of portfolio design and fund management. Acting as investment managers, students plan and deliver a fund-mandate project that replicates the workflow of institutional portfolio teams. The project involves integrating macroeconomic, industry, and market analysis to construct and justify an investment portfolio that meets defined client objectives and constraints. Through professional fund reports and simulated client advisory meetings, students apply advanced analytical tools, risk frameworks, and performance evaluation techniques while developing the technical precision, accountability, and communication skills required in contemporary investment practice.
Investment Foundations
Portfolio Design and Evaluation
Judgement and Professional Practice
Course learning outcomes
- Critically evaluate and integrate macroeconomic, industry, and financial information to inform fund mandates, portfolio construction, and investment decision-making.
- Design and appraise innovative investment strategies that align with client objectives, risk constraints, and ethical considerations.
- Collaborate effectively and exercise professional accountability in delivering portfolio and fund solutions within complex, mandate-driven environments.
- Communicate sophisticated portfolio strategies and performance insights clearly and persuasively to specialist and non-specialist audiences.