Visualisation plan de cours 2026 / 2027

EM365M17

Financial Institutions Management

Programme
PGE PGE5 Finance
Semestre
A
Coefficient
3
Volume horaire
Face à face : 16 H
Travail personnel indicatif : 32 H
Discipline
Finance
Nombre de places
35
Cours ouvert aux étudiants visitants
Oui
Langue d'enseignement
Anglais
Responsable
Marie-Hélène BROIHANNE Marie-Hélène
BROIHANNE

Liste des intervenants

Intervenant(s) Email Volume horaire
Marie-Hélène BROIHANNE Marie-Hélène BROIHANNE marie-helene.broihanne@em-strasbourg.eu 16 h CM

Discipline

Finance

Descriptif

This course is intended for students who want to increase their familiarity with the practical functioning and organization of the financial system, with an emphasis on financial institutions, markets, innovation, and crises as well as current issues in finance.
Students have to access the Bodies’ platform for the book “Investments Global Edition”, Bodie, 12e.
[See private access codes and how to reach the chapters]
During classes, student must summarize additional readings on the following topics: the agency problem in finance, the Efficient Market Hypothesis, Stock buybacks, Private Equity, Investment professionals and Duties, ESG and responsible institutional investing around the world, Sustainable Finance Disclosure Regulation (SFDR) in Europe, and ETFs.

Intelligence artificielle

Ce cours intègre des contenus relatifs à l'intelligence artificielle (concepts, enjeux, applications, méthodes ou impacts de l'IA), au-delà de la simple utilisation d'outils d'IA comme support pédagogique

MAC

Formuler des savoirs clés généraux et spécialisés dans un contexte professionnel/Mobilize key general and specialized kn
9 ECTS

Contribution pédagogique du cours au programme

Develop impactful management using the latest knowledge and tools in the fields of management

Determine a strategic and managerial vision in a complex, uncertain and changing environment
Evaluate sustainable managerial practices using managerial concepts and instruments as well as digital tools
Design solutions adapted to organizational problems by applying relevant methodologies

Develop advanced managerial skills for responsible leadership

Recommend critical decision making to drive change in organizations
Adopt a responsible leadership attitude by taking an active role in one's own development and that of one's teams

Practice impactful management in a multicultural and international environment, driven by a "European mindset"

Communicate in a professional context in (foreign) languages, in writing and/or orally
Formulate solutions to organizational challenges in a multicultural and international context, driven by a "European mindset"

Organisation pédagogique

Face-to-face

- Tutorials
- E-learning

In group

- Oral presentations

Objectifs pédagogiques - COGNITIVE DOMAIN

A l'issue du cours, l'étudiant(e) devrait être capable de / d'...
  • categorize how different assets are traded
  • analyze the investment environment
  • discriminate mutual funds from other investment companies
  • assess the functioning of Financial markets, usual financial instruments, trading mechanics and the basis for investment.
  • integrate knowledge on the basis of all finance classes (vocabulary, big picture…).
  • synthesize current knowledge on topical issues in finance
  • synthesize asset classes and financial instruments

Objectifs pédagogiques — Objectifs de développement durable (ODD)

ODD n°4 - Quality education
ODD portés par la politique RSO de l'EM.

Plan / Sommaire

Over a total of 4 weeks, students are required to read and train themselves on 4 chapters of “Investments Global Edition”, Bodie, 12e. During debriefing classes, students must also summarize some literature reviews on current related topics.

I. Chapter 1. The Investment Environment
- Chapter important insights
- The Principal-Agent problem in finance (CFA Institute Research Foundation, Literature review, SUNIT N. SHAH)
- Efficient market hypothesis (CFA Institute Research Foundation, Monograph, Behavioural finance, the second generation, Chapter 9 MEIR STATMAN)

II. Chapter 2. Asset Classes and Financial Instruments
- Chapter important insights
- Stock Buyback Motivations and Consequences: a literature review (CFA Institute Research Foundation, Literature review, ALVIN CHEN, AND OLGA A. OBIZHAEVA)
- The Economics of Private equity: a Critical Review (CFA Institute Research Foundation, Literature review, ALEXANDER LJUNGQVIST)

III. Chapter 3. How Securities Are Traded
- Chapter important insights
- Investment professionals and fiduciary duties (CFA Institute Research Foundation, Literature review, MARIANNE M. JENNINGS)
- ESG and responsible institutional investing around the world, a critical review (CFA Institute Research Foundation, Literature review, PEDRO MATOS)

IV. Chapter 4. Mutual Funds and Other Investment Companies
- Chapter important insights
- Overview of SFDR classification in the French fund’s universe and portfolios’ exposure to fossil energies at the end of 2021 (PIERRE-EMMANUEL DARPEIX, ANNE DEMARTINI, Autorité des Marchés Financiers, Mars 2023)
- A comprehensive guide to ETFs (CFA institute Research Foundation, Brief, JOANNE M. HILL, ELISABETH KASHNER, DAVE NADIG)

Prérequis nécessaires

Connaissances en / Notions clés à maîtriser

Banking Finance & Basic finance

Supports pédagogiques

Mandatory tools for the course

- Reference manuals

Moodle platform

- Upload of class documents
- Assessments

Adossement à la recherche

Ce cours est adossé à la recherche.
  • Research-led (par les contenus)Le cours mobilise des connaissances issues de la recherche académique récente.

Bibliographie/références académiques

The Principal-Agent problem in finance (CFA Institute Research Foundation, Literature review, SUNIT N. SHAH) Efficient market hypothesis (CFA Institute Research Foundation, Monograph, Behavioural finance, the second generation, Chapter 9 MEIR STATMAN) Stock Buyback Motivations and Consequences: a literature review (CFA Institute Research Foundation, Literature review, ALVIN CHEN, AND OLGA A. OBIZHAEVA) The Economics of Private equity: a Critical Review (CFA Institute Research Foundation, Literature review, ALEXANDER LJUNGQVIST) Investment professionals and fiduciary duties (CFA Institute Research Foundation, Literature review, MARIANNE M. JENNINGS) ESG and responsible institutional investing around the world, a critical review (CFA Institute Research Foundation, Literature review, PEDRO MATOS) A comprehensive guide to ETFs (CFA institute Research Foundation, Brief, JOANNE M. HILL, ELISABETH KASHNER, DAVE NADIG)

Modalités d'évaluation

Liste des modalités d'évaluation

? Evaluation intermédiaire / contrôle continu 1
each class
Ecrite et orale (20 min) / En groupe / Anglais / Pondération : 30%
Compétence mesurée
ILO1.1-PGE, ILO1.2-PGE, ILO1.3-PGE, ILO2.2-PGE, ILO2.4-PGE, ILO4.1-PGE, ILO4.2-PGE
✓ Evaluation finale 2
Semaine d'examens
Ecrite (120 min) / Individuelle / Anglais / Pondération : 70%
Compétence mesurée
ILO1.1-PGE, ILO1.2-PGE, ILO1.3-PGE, ILO2.2-PGE, ILO2.4-PGE, ILO4.1-PGE, ILO4.2-PGE
✓ Seconde chance
Semaine d'examens
Ecrite (120 min) / Individuelle / Anglais / Pondération : 70%
Compétence mesurée
ILO1.1-PGE, ILO1.2-PGE, ILO1.3-PGE, ILO2.2-PGE, ILO2.4-PGE, ILO4.1-PGE, ILO4.2-PGE
Aucune modalité d'évaluation n'a pour le moment été attribuée à ce cours.