Study-unit PRIVATE BANKING AND ASSET MANAGEMENT
| Course name | Finance and quantitative methods for economics |
|---|---|
| Study-unit Code | GP004236 |
| Location | PERUGIA |
| Curriculum | Data science for finance and insurance |
| Lecturer | Paola Musile Tanzi |
| Lecturers |
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| Hours |
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| CFU | 6 |
| Course Regulation | Coorte 2023 |
| Supplied | 2023/24 |
| Supplied other course regulation | |
| Learning activities | Caratterizzante |
| Area | Aziendale |
| Sector | SECS-P/11 |
| Type of study-unit | Obbligatorio (Required) |
| Type of learning activities | Attività formativa monodisciplinare |
| Language of instruction | English |
| Contents | The main trends in wealth management competitive analysis: 1) contents, 2) trends, 3) roles. Portfolio management: asset allocation process Personal financial planning analysis. Behavioral finance Risk adjusted Performance measurement (RAPM) Investment in Art |
| Reference texts | EVENSKY-HORAN-ROBINSON, The New Wealth Management: the Financial Advisor Guide to Managing and Investing Client Assets, CFA Institute Investment Series, 2011 (chapters 2, 11, 17 not included. The italian option is MUSILE TANZI P. (edited by), Manuale del Private Banker, Egea, Milano, edizion 2022 (chapters 5-9-10-11-12 and par. 13.6 and 13.7 not included). |
| Educational objectives | The aims of the program are related to: The wealth management competitive analysis; The portfolio analysis, starting from the individual needs. The broad approach to the wealth management |
| Prerequisites | Basic knowledge is requested regarding the portfolio construction |
| Teaching methods | Face-to-face and/or on-line teaching, working group, seminars with asset manager and private banker. |
| Other information | The partial assignements are part of the final evaluation |
| Learning verification modality | For attending students 3 exams: 2 mid-term partial exams and a final written exam at the end of the course. The 2 mid-term exams are working group and worths 20% each. The final exam is a written exam, 6 open questions (timing 60') and worths 60%. All the three assessments are part of the program: Private Banking and Asset Management Swot Analysis (Working Group); Portfolio Exercise (Working Group); Third Assessment – Knowledge (Individual work) For non attending students one final written exam, 6 open questions (timing: 60') |
| Extended program | - Wealth Management/Private Banking Main Trends: Contents, Targets, Roles - Business Models Analysis in Wealth Management - Personal Financial Planning - Asset Allocation Principles and Portfolio Analysis - Investing in Hedge Funds - Investing in Commodities - Performances measurement in asset management - Behavioural finance - Insurance and Retirement Planning - Investing in Art |
| Obiettivi Agenda 2030 per lo sviluppo sostenibile | The course faces the topic of sustainable investments |