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Course code
FIN402
Course type
BSc Course
Weekly Hours
2,0
ECTS
3.0
Term
HS 2019
Language
Englisch
Lecturers
Juniorprof. Dr. Nic Schaub
Please note that exchange students obtain a higher number of credits in the BSc-program at WHU than listed here. For further information please contact directly the International Relations Office.

The objective of this course is to provide students with an introduction to asset management. We will begin by discussing mutual funds, the most important investment vehicles in the asset management industry. We will look at investment strategies of mutual funds and evaluate their performance. We will also shed light on other asset managers, namely hedge funds, individual investors, and financial advisors. Finally, we will talk about recent trends in the asset management industry such as robo-advice, social trading, and socially responsible investing.

Throughout the course, we will discuss strengths and weaknesses of the different players in the asset management industry. The assessment will be mostly based on (recent) academic research.

There will be two exercise sessions. In addition, I plan to have one to two guest lectures from industry experts.

Roadmap

  1. Mutual funds
  2. Investment strategies
  3. Performance measurement
  4. Hedge funds
  5. Individual investors and financial advisors
  6. Recent trends in asset management
Date Time
Wednesday, 30.10.2019 15:30 - 18:45
Wednesday, 06.11.2019 15:30 - 18:45
Monday, 11.11.2019 15:30 - 18:45
Wednesday, 13.11.2019 15:30 - 18:45
Wednesday, 20.11.2019 15:30 - 18:45
Wednesday, 04.12.2019 15:30 - 18:45
Thursday, 12.12.2019 12:00 - 15:00
  • Get an overview of the asset management industry
  • Understand how mutual funds are set up
  • Know about various investment strategies
  • Assess the performance of investment strategies
  • Understand how hedge funds are set up
  • Understand the mistakes individual investors make and the role of their financial advisors
  • Know about recent trends in the asset management industry
  • Identify strengths and weaknesses of different players in the asset management industry
Bodie, Z., A. Kane, and A.J. Marcus, 2018: Investments, 11th edition, McGraw-Hill. Academic papers / industry reports will be assigned during the lectures.
Lectures, exercise sessions, guest lectures
Written exam
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