Università degli Studi di Perugia

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Unit PRIVATE BANKING AND ASSET MANAGEMENT

Course
Finance and quantitative methods for economics
Study-unit Code
GP004236
Location
PERUGIA
Curriculum
Finanza ed assicurazione
Teacher
Paola Musile Tanzi
Teachers
  • Paola Musile Tanzi - Didattica Ufficiale
Hours
  • 42 ore - Didattica Ufficiale - Paola Musile Tanzi
CFU
6
Course Regulation
Coorte 2019
Offered
2019/20
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
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