Bloomberg symposium

UEL RESPONSIBILITIES

• Module Leader (2016 - present)

• Responsible for the overall operation of a unit(s)/module(s)

• Programme Leader (2017 - present)

• Coordinates the day-to-day business of the programme, including student matters.

PERSONAL EXPERIENCE

• Tutor-centered = boring
• Acquired little knowledge

Learning is an active process. Sitting in classes listening to teachers, memorizing pre-packaged assignments, and completing online quizzes does not provide engaging opportunities for student learning.

• Student centered = Fun
• Participation = opportunity to develop comprehensive knowledge

Students need opportunities to apply what they learn to real situations. They should make sense of what they learn for themselves.

The Investment Game Module

• A level 6 30-credit module - Term 1 & 2

• Term 1 (Abstract conceptualization) - students learn the fundamentals of investment management

• Assessment takes the form of exams

• Term 2 (Active Experimentation Concrete Experience) - students participate in a semester long (10-weeks) active trading challenge

• Assessment takes the form of final group report (Reflective Observation)

The Trading Challenge - Term 2

• Developed using Bloomberg's TMSG function

• Through the TMSG platform, students (in groups) can build, maintain and assess the performance of an active investment portfolio (Active experiment)

• The challenge is also intended to introduce students to a broad array of Bloomberg tools and functions that are applicable to portfolio management, including EQS for security selection and PORT for asset allocation, VaR and performance attribution analysis.

• Gives the students the opportunity to deepen their understanding of fundamental and technical analysis -

• The challenge immerses the students in concrete reality

TMSG Example

THE IMPACT - Module Evaluation report

• Consistently rated one of the best modules in the department

THE IMPACT - NSS

• Improved overall satisfaction with the quality of the course

THE IMPACT - National Trading Challenge

• Students from the course have achieved a 3rd place finish at the National University Trading Challenge (UTC) for two consecutive years

3rd

2018

2017

As a professional development course

• All business students to complete the BMC as part of a professional development training

Investment Club/Society

Conclusion

• There are several learning objectives for this project.

• While some are Bloomberg specific – i.e. aimed at helping the student to develop a working knowledge of the Bloomberg Terminal – others are focused on helping the student develop good knowledge of portfolio investment principles, thinking skills and skills for life and work.