IBF513 Portfolio Management

Syllabus | International University of Sarajevo - Last Update on Mar 03, 2026

Referencing Curricula

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International Business and Finance

Academic Year

-

Semester

-

Course Code

IBF513

Weekly Hours

3 Teaching + 0 Practice

ECTS

6

Prerequisites

None

Teaching Mode Delivery

Online

Prerequisite For

-

Teaching Mode Delivery Notes

-

Cycle

II Cycle

Prof. Jane Doe

TBA

Course Lecturer

Position

-

Email

Phone

033 957

Assistant(s)

-

Assistant E-mail

Course Objectives

This course aims to introduce students to theories and techniques used to create portfolios that meet specific goals within a given risk level. It teaches how to select appropriate investment strategies, balance asset classes, successfully diversify and measure the performance of an investment portfolio.

Learning Outcomes

After successful completion of the course, the student will be able to:

1

Understand the basic portfolio theories and their implications for portfolio construction and management.

2

Apply equity and bond portfolio management strategies.

3

Debate on the new developments in professional asset management.

4

Use basic portfolio performance evaluation methods.

5

Identify different types of risk and corresponding risk management techniques.

Course Materials

Required Textbook

Reilly, F.K. & Brown, K.C. (2012). Investment Analysis & Portfolio Management. 10th edition. South-Western, Cengage Learning.

Additional Literature

Teaching Methods

The methods include lectures (which may involve PowerPoint presentations

Videos

And audio aids)

Student presentations

Projects

And class discussions.

Weekly Topics

This weekly planning is subject to change with advance notice.

Week	Topic	Readings / References
1	Registration week - syllabus
2	Introduction to portfolio management	Ch 7
3	Asset Pricing Models	Ch 8
4	Multifactor models of risk and return	Ch 9
5	Valuation principles and practices	Ch 10-Ch 11
6	Analysis of common stocks	Ch 12-Ch 14
7	Midterm Exam
8	Management of common stocks	Ch 15- Ch 16
9	Analysis of bonds	Ch 17- Ch 18
10	Management of bonds	Ch 19
11	Derivatives	Ch 20 - Ch 23
12	Derivatives	Ch 20 - Ch 23
13	Professional money management and industry ethics	Ch 24
14	Portfolio eveluation performance	Ch 25
15	Project presentations and final exam review

Course Schedule (All Sections)

Course Schedules with all sections will be available here soon.

Office Hours & Room

Course Office hours will be available here soon.

Assessment Methods and Criteria

Assessment Components

20%x1

Final Exam

AI: Not Allowed

Alignment with Learning Outcomes :

20%x1

Midterm exam

AI: Not Allowed

Alignment with Learning Outcomes :

20%x2

Project

AI: Not Allowed

Alignment with Learning Outcomes :

15%x1

Case study

AI: Not Allowed

Alignment with Learning Outcomes :

15%x1

Participation

AI: Not Allowed

Alignment with Learning Outcomes :

IUS Grading System

Grading Scale	IUS Grading System	IUS Coeff.	Letter (B&H)	Numerical (B&H)
0 - 44	F	0	F	5
45 - 54	E	1	F	5
55 - 64	C	2	E	6
65 - 69	C+	2.3	D	7
70 -74	B-	2.7	D	7
75 - 79	B	3	C	8
80 - 84	B+	3.3	C	8
85 - 94	A-	3.7	B	9
95 - 100	A	4	A	10

Late Work Policy

Information about late submission policies will be shared during class and posted in this section. Please check back for official guidelines.

ECTS Credit Calculation

📚 Student Workload

This 6 ECTS credit course corresponds to 150 hours of total student workload, distributed as follows:

Lecture Hours

45 hours ⏳ (15 week × 3 h)

Home study

15 hours ⏳ (15 week × 1 h)

Case study

15 hours ⏳ (1 week × 15 h)

Project

25 hours ⏳ (5 week × 5 h)

Midterm exam study

25 hours ⏳ (1 week × 25 h)

Final exam study

25 hours ⏳ (1 week × 25 h)

150 Total Workload Hours

6 ECTS Credits

Course Policies

Academic Integrity

All work submitted must be your own. Plagiarism, cheating, or any form of academic dishonesty will result in disciplinary action according to university policies. When in doubt about citation practices, consult the instructor.

Attendance Policy

Students are expected to adhere to the attendance requirements as outlined in the International University of Sarajevo Study Rules and Regulations. Excessive absences, whether excused or unexcused, may impact academic performance and eligibility for assessment. Mandatory sessions (e.g., labs, workshops) require attendance unless formally exempted. For detailed policies on absences, documentation, and penalties, please refer to the official university regulations.

Technology & AI Policy

Laptops/tablets may be used for note-taking only during lectures. Phones should be silenced and put away during all class sessions. Audio/video recording requires prior permission from the instructor.

Artificial Intelligence (AI) Usage: The use of AI tools (e.g., ChatGPT, Copilot, Gemini) varies by assessment component. Please refer to the AI usage indicator next to each assessment item in the Assessment Methods and Criteria section above. Submitting AI-generated content as your own work, where AI is not explicitly allowed, constitutes an academic integrity violation.

Communication Policy

All course-related communication should occur through official university channels (institutional email or SIS). Emails should include [IBF513 ] in the subject line.

Academic Quality Assurance Policy

Course Academic Quality Assurance is achieved through Semester Student Survey. At the end of each academic year, the institution of higher education is obliged to evaluate work of the academic staff, or the success of realization of the curricula.

Learning Tips

Engage Actively

Be prepared to contribute thoughtfully during class discussions, labs, or collaborative work. Active participation deepens understanding and encourages critical thinking.

Read and Review Purposefully

Complete assigned readings or prep materials before class. Take notes, highlight key ideas, and jot down questions. Aim to grasp core concepts and their applications—not just facts.

Think Critically in Assignments

Use course frameworks or methodologies to analyze problems, case studies, or projects. Begin early to allow time for reflection and refinement. Seek feedback to improve your work.

Ask Questions Early

Don’t hesitate to reach out when something is unclear. Use office hours, discussion boards, or peer networks to clarify concepts and stay on track.

Syllabus Last Updated on Mar 03, 2026 | International University of Sarajevo

Referencing Curricula Print this page

Course Code	Course Title					Weekly Hours*		ECTS		Weekly Class Schedule
						T	P
IBF513	Portfolio Management					3	0	6
Prerequisite	None				It is a prerequisite to	-
Lecturer					Office Hours / Room / Phone	Currently not available
E-mail
Assistant					Assistant E-mail
Course Objectives	This course aims to introduce students to theories and techniques used to create portfolios that meet specific goals within a given risk level. It teaches how to select appropriate investment strategies, balance asset classes, successfully diversify and measure the performance of an investment portfolio.
Textbook	Reilly, F.K. & Brown, K.C. (2012). Investment Analysis & Portfolio Management. 10th edition. South-Western, Cengage Learning.
Additional Literature
Learning Outcomes	After successful completion of the course, the student will be able to:
	Understand the basic portfolio theories and their implications for portfolio construction and management. Apply equity and bond portfolio management strategies. Debate on the new developments in professional asset management. Use basic portfolio performance evaluation methods. Identify different types of risk and corresponding risk management techniques.
Teaching Methods	The methods include lectures (which may involve PowerPoint presentations, videos, and audio aids), student presentations, projects, and class discussions.
Teaching Method Delivery	Online			Teaching Method Delivery Notes
WEEK	TOPIC								REFERENCE
Week 1	Registration week - syllabus
Week 2	Introduction to portfolio management								Ch 7
Week 3	Asset Pricing Models								Ch 8
Week 4	Multifactor models of risk and return								Ch 9
Week 5	Valuation principles and practices								Ch 10-Ch 11
Week 6	Analysis of common stocks								Ch 12-Ch 14
Week 7	Midterm Exam
Week 8	Management of common stocks								Ch 15- Ch 16
Week 9	Analysis of bonds								Ch 17- Ch 18
Week 10	Management of bonds								Ch 19
Week 11	Derivatives								Ch 20 - Ch 23
Week 12	Derivatives								Ch 20 - Ch 23
Week 13	Professional money management and industry ethics								Ch 24
Week 14	Portfolio eveluation performance								Ch 25
Week 15	Project presentations and final exam review

Assessment Methods and Criteria	Evaluation Tool	Quantity	Weight	Alignment with LOs	AI Usage
	Final Exam	1	20		Not Allowed
	Semester Evaluation Components
	Midterm exam	1	20		Not Allowed
	Project	2	20		Not Allowed
	Case study	1	15		Not Allowed
	Participation	1	15		Not Allowed
* ECTS Credit Calculation *

Activity	Hours	Weeks	Student Workload Hours	Activity				Hours	Weeks	Student Workload Hours
Lecture Hours	3	15	45	Home study				1	15	15
Case study	15	1	15	Project				5	5	25
Midterm exam study	25	1	25	Final exam study				25	1	25
				Total Workload Hours =						150
*T= Teaching, P= Practice				ECTS Credit =						6
Course Academic Quality Assurance: Semester Student Survey									Last Update Date: 27/03/2026

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