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BFF5270 Funds Management Schedule

This document provides a detailed unit schedule for the BFF5270: Funds Management unit. It outlines the 12 weekly lectures to be delivered, reading materials, and weekly tutorial activities. Lectures will cover topics such as investment objectives, asset allocation, equity and fixed income portfolio management, performance measurement, and alternative investments. Readings are from customized textbooks and industry publications. Ten tutorial submissions are required that align with the weekly lecture topics. The unit concludes with a mid-semester test and final examination in the official examination period.

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Matthew Steffens
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233 views1 page

BFF5270 Funds Management Schedule

This document provides a detailed unit schedule for the BFF5270: Funds Management unit. It outlines the 12 weekly lectures to be delivered, reading materials, and weekly tutorial activities. Lectures will cover topics such as investment objectives, asset allocation, equity and fixed income portfolio management, performance measurement, and alternative investments. Readings are from customized textbooks and industry publications. Ten tutorial submissions are required that align with the weekly lecture topics. The unit concludes with a mid-semester test and final examination in the official examination period.

Uploaded by

Matthew Steffens
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BFF5270: FUNDS MANAGEMENT DETAILED UNIT SCHEDULE

TEACHING
WEEK
(beginning)

LECTURER

READINGS

WEEKLY ACTIVITIES

ORIENTATION WEEK
Lecturers: JW = J Wickramanayake; RMA = Robert M Ads
Readings: SPH-BKM = BFF5270: Funds Management (customised textbook used in this unit)
MTPM = Maginn, J. L., Tuttle, D. L., Pinto, J. E., & McLeavey, D. W. (2007). (3rd ed.).Managing Investment Portfolios...
BKM = Bodie Z., Kane, A., & Marcus, A. J. (2014). Investments (10th ed.).
CFA-SPH = CFA Standards of Practice Handbook (2014), (11th ed.). Ch = Chapter; Chs = Chapters.
1 (FEB 29)

JW

1A: Introduction to Funds Management


1B: Chartered Financial Analyst (CFA) Ethics
(SPH-BKM: Chs. 1, 3 and 19, MTPM: Ch. 1 and
10 (pp.678-681); CFA-SPH: pp.1-12 and p.223
onwards)

Tutorial 1 (introducing the BFF5270 group


assignment). No tutorial submission is
required

2 (MAR 7)

JW

Investment Objectives, Mandates and Investment


Policy Statement
(SPH-BKM: Ch. 4; MTPM: Chs. 2-3)

Tutorial 2 (Week 1 Topic): tutorial


submission is required

3 (MAR 14)

JW

Capital Market Expectations


(SPH-BKM: Chs. 5 and 6; MTPM: Ch. 4)

Tutorial 3 (Week 2 Topic): tutorial


submission is required

4 (MAR 21)

JW

Asset Allocation
(SPH-BKM: Chs. 7, 8 and 9; MTPM: Ch. 5)

Tutorial 4 (Week 3 Topic): tutorial


submission is required

IN-SEMESTER BREAK: MARCH 25 APRIL 1


5 (APR 4)

JW

Equity Portfolio Management


(SPH-BKM: Chs. 10 and 11; MTPM: Ch. 7)

Tutorial 5 (Week 4 Topic): tutorial


submission is required

6 (APR 11)

JW

International Diversification
(SPH-BKM: Ch. 15; BKM: Ch. 25)

Mid-Semester Test (in tutorial class). No


tutorial submission is required

7 (APR 18)

JW

Fixed Income Securities Management


(SPH-BKM: Chs. 12, 13 and 14; MTPM: Ch. 6)

Tutorial 6 (introduction to use of


portfolio formation software): (Week 5
Topic) - tutorial submission is required

8 (APR 25)

JW

8A: Performance Measurement and Attribution


8B: Evaluation of Portfolio Performance
(SPH-BKM: Ch. 18; MTPM: Ch. 12; BKM: Ch.24)

Tutorial 7 (Week 7 Topic): tutorial


submission is required

9 (MAY 2)

RMA

Portfolio Risk Management (MTPM: Ch. 9)

Tutorial (Week 8 Topic): tutorial


submission is required)

10 (MAY 9)

RMA

Portfolio Monitoring and Rebalancing


(SPH-BKM: Ch. 17; MTPM: Ch. 11)

Tutorial 9 (Week 9 Topic): tutorial


submission is required

11 (MAY 16)

RMA

Alternative Investments
(SPH-BKM: Ch. 16; MTPM: Ch. 8)

Tutorial10 (Week 10 Topic): tutorial


submission is required

12 (MAY 23)

JW

12A: Quantitative Factor Models (Readings to be


Included in lecture slides)
12B: Unit Overview and a Perspective on the Final
Examination

Tutorial 11 (Week 11 Topic): tutorial


submission is required
Total tutorial submissions required: 10

SWOT VAC: MAY 30 JUNE 3


OFFICIAL EXAMINATION PERIOD: JUNE 6 24
EXAMINATION RESULTS TO BE RELEASED: JULY 11
Note: This unit schedule is a guide only and may be subject to change. If changes are made, BFF5270 students will be advised
accordingly.

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