Leeds, United Kingdom

Equity Portfolio Management

when 4 July 2020 - 18 July 2020
language English
duration 2 weeks
credits 5 EC
fee GBP 1820

The main focus of this module is to give students the opportunity to experience practical application of financial and investment theory. This involves an introduction to the use of the Bloomberg Terminal in a dedicated Bloomberg Trading Room. The module provides an introduction to basic financial and investment concepts. This will allow you to explore the Quantitative Equity Investing approach. You will gain an understanding of a basic theoretical framework that will enable you to develop an investment strategy. You will work together in small groups to develop an equity investment strategy. You will create an equity portfolio on the Bloomberg Terminal using real-market historical equity data. Bloomberg currently sits on the desks of more than 320,000 business professionals worldwide. It is considered to be one of the leading global information providers. According to the New York Times, “Bloomberg is the web that weaves together much of the global financial ecosystem”. Hence, learning to use Bloomberg is a great opportunity for students wishing to pursuit a career in business or finance. You can learn today the technology that you are going to use in your future jobs tomorrow.

Please note, the Leeds International Summer School runs for four weeks (4 July - 1 August 2020). You can choose to study with us for two weeks or for the full four-week programme. Each module lasts two weeks so you study one module if you choose to attend for two weeks and two modules if you choose to attend for four weeks.

Target group

Undergraduate/Bachelor students

Credits info

5 EC
The module is worth 10 Leeds credits = 5 ECTS. You can transfer the credits earned back to your home degree subject to approval.

Fee info

GBP 1820: Includes tuition, accommodation, breakfast and lunch, Monday - Friday, academic field trip, weekend cultural excursions, social programme and premium gym membership.


Scholarships worth £500 are available for students with good academic standing to help pay your fees. You can apply as part of your application to LISS.