Artesis Plantijn Hogeschool Antwerpen
Business en Recht
Portfoliomanagement_FV41828/3519/2526/1/81
Study guide

Portfoliomanagement_FV

41828/3519/2526/1/81
Academic year 2025-26
Is found in:
  • Bachelor of Business Management, programme stage 3
    Choice option within specialisation:
    • Financiën within Finance and Insurance
This is a single course unit.
Study load: 3 credits
Teaching staff: Van Hauwermeiren Tine
Languages: Dutch
Scheduled for: Semester 1
This course unit is marked out of 20 (rounded to an integer).
Possible deadlines for learning account: 01.12.2025 (1st semester)
Re-sit exam: is possible.
Possibility of deliberation/tolerance: This course unit is eligible for deliberation/tolerance according to the criteria as determined by the degree programme you are enrolled in.
Total study time: 78,00 hours

Prerequisites

being enrolled for at least 60 ects credits in programme part (year) 1 AND previously registered for Valuation_FV AND previously registered for Compliance & technology_FV.

Learning outcomes (list)

OLR FV 1 - The bachelor BM/FV has insights in the processes and rules inside the finance and insurance sector, in general corporate organisational processes as well as in their interconnection, and can consequently apply these insights in a broad, globalised and changing (inter)national context.
You integrate knowledge of payment, investment, credit and insurance products.
You give an overview of the needs and risks related to payment, investment, credit and insurance products based on an analysis of market and customer data.
You provide substantiated and integrated advice based on customer analysis.
You describe the job content and role of different intermediaries, actors and market participants in the world of investments: asset manager, fund manager, (equity) analyst, market maker, broker, trader, relationship manager and others.
OLR FV 8 The bachelor BM/FV constructively collaborates as a member of a multi-disciplinary and incultural project team and takes responsibility in various tasks and roles in a company or organisation.
You combine economic, fundamental and technical analysis to underpin equity advice.
You combine wealth and succession planning with portfolio structuring.
You combine your knowledge of equities, bonds, real estate investments, derivatives and other instruments to build a balanced and diversified portfolio.
You adapt a fictitious client's portfolio in response to changing market conditions and/or changing family circumstances.
OLR FV 10 The bachelor BM/FV regulates his personal professional development, independently monitors (inter)national trends and consequently integrates the resulting insights.
You follow current events and trends related to asset management.
You investigate which new technologies are applied in asset management on the basis of cases.

Study material (list)

(course) material on the electronic learning platform digitapMandatory

Educational organisation (list)

Exam duration
Estimated time for testing0,50 hours
Learning Activities
Lectures and / or tutorials24,00 hours
Work time outside of contact hours53,50 hours

Evaluation (list)

Evaluation(s) for first exam chance
MomentForm%Remark
1st examination periodKnowledge and comprehension test during the examination series50,00Mondelinge toets. Aanvullende instructies op Digitap en/of studiewijzer.
1st examination periodPortfolio50,00Portfolio. Aanvullende instructies op Digitap en/of studiewijzer.
Evaluation(s) for re-sit exam
MomentForm%Remark
2nd examination periodKnowledge and comprehension test during the examination series50,00Mondelinge toets. Aanvullende instructies op Digitap en/of studiewijzer.
2nd examination periodPortfolio50,00Portfolio. Aanvullende instructies op Digitap en/of studiewijzer.