Study-unit PRIVATE BANKING AND ASSET MANAGEMENT

Course name Finance and quantitative methods for economics
Study-unit Code GP004236
Curriculum Statistics for finance and economics
Lecturer Paola Musile Tanzi
Lecturers
  • Paola Musile Tanzi
Hours
  • 42 ore - Paola Musile Tanzi
CFU 6
Course Regulation Coorte 2018
Supplied 2018/19
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: contents, trends, roles.
Portfolio management: main principles.
Personal financial planning analysis.
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, edizione 2016 (chapter 9-10-11-12 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 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 examps 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, RolesBusiness Models Analysis in Wealth ManagementPersonal Financial PlanningAsset Allocation Principles and Portfolio AnalysisInvesting in Hedge FundsInvesting in CommoditiesPerformances measurement in asset managementBehavioural financeInsurance and Retirement PlanningInvesting in Art