434643 VO Asset allocation and wealth management

summer semester 2016 | Last update: Place course on memo list
VO Asset allocation and wealth management
VO 1

A practical understanding of asset allocation and wealth management with problem solving competence. The focus is on analyzing the market environment and investment universe, central techniques for creating asset portfolios, along with concepts for portfolio performance evaluation

a) Market environment analysis, b) investment universe and asset classes, c) portfolio management techniques and styles, d) performance evaluation


See seminar part

Reilly, F.K./Brown, K.C (2003), Investment Analysis and Portfolio Management, 7th Ed., Mason, Ohio

Bodie, Z./Kane, A./Alan, J.M. (2002), Investments, 5th Ed., McGraw-Hill, New York

Hubbard, R.G. (2008), Money, The Financial System, and the Economy, 6th Ed., Pearson International Edition, Boston

Howells P./Bain, K (2008), The Economics of Money, Banking and Finance, 4th Ed., Prentice Hall, Harlow

Further literature will be announced during the course.

Positive grades of the modules according to § 7 Abs. 1 Z 2 to 5

see dates
Group 0
Date Time Location
Fri 2016-03-11
15.00 - 17.00 SR 3 (Sowi) SR 3 (Sowi) Barrier-free
Thu 2016-03-17
15.00 - 17.15 SR 3 (Sowi) SR 3 (Sowi) Barrier-free
Fri 2016-03-18
15.00 - 17.15 SR 3 (Sowi) SR 3 (Sowi) Barrier-free
Thu 2016-04-07
16.00 - 18.45 SR 17 (Sowi) SR 17 (Sowi) Barrier-free
Fri 2016-04-08
15.00 - 17.15 SR 19 (Sowi) SR 19 (Sowi) Barrier-free