Asset Management - Q3
Participation Prerequisites
Foundations of Finance (recommended)
Course Content
The objective of this course is to provide students with an introduction to asset management. We will begin with 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 players in asset management, such as hedge funds. Finally, we will talk about recent trends in the asset management industry, such as investment strategies based on alternative data, investment strategies based on language models, socially responsible investing, robo-advice, and social trading. 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.
Problem sets and a case study accompany the lectures. Moreover, 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) Recent trends in asset management
Intended Learning Outcomes and Competencies
- 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 differ from mutual funds
- Know about recent trends in the asset management industry
- Identify strengths and weaknesses of different players in the asset management industry
Instruction Type
Presence
Form of Examination
Written exam
Literature
- Bodie, Z., A. Kane, and A.J. Marcus, 2023: Investments, 13th edition, McGraw-Hill (older editions should be fine as well).
- Academic papers, industry reports, and newspaper articles (will be made available during the lectures)
Next events
No current events available!
| 1/6 | Lecture | Fr, 16.01.2026 | 08:00 Uhr | 11:15 Uhr | IP-C-001 Family Business Auditorium Hörsaal / Lecture Hall |
| 2/6 | Lecture | Fr, 23.01.2026 | 08:00 Uhr | 11:15 Uhr | IP-C-001 Family Business Auditorium Hörsaal / Lecture Hall |
| 3/6 | Lecture | Th, 29.01.2026 | 11:30 Uhr | 13:00 Uhr | K-001 Hörsaal / Lecture Hall |
| 4/6 | Lecture | Fr, 30.01.2026 | 08:00 Uhr | 11:15 Uhr | IP-C-001 Family Business Auditorium Hörsaal / Lecture Hall |
| 5/6 | Lecture | Fr, 06.02.2026 | 08:00 Uhr | 11:15 Uhr | IP-C-101 Hörsaal / Lecture Hall |
| 6/6 | Lecture | Fr, 13.02.2026 | 08:00 Uhr | 13:00 Uhr | IP-C-101 Hörsaal / Lecture Hall / K-201 Seminarraum / Break Out Room / K-202 ohne Fenster / No Window / Seminarraum / Break Out Room / K-203 Wand / Wall / Seminarraum / Break Out Room / K-203/05 Seminarraum / Break Out Room / K-204 ohne Fenster / No Window / Seminarraum / Break Out Room / K-205 Wand / Wall / Seminarraum / Break Out Room / K-207 Seminarraum / Break Out Room / K-210 Seminarraum / Break Out Room / K-211 Seminarraum / Break Out Room / K-212 Seminarraum / Break Out Room / K-213 Seminarraum / Break Out Room |
Lecturers
Indicative Student Workload
| Self-Study | 63 h |
| Contact Time | 24 h |
| Examination | 3 h |