Sijoitustoiminta ja portfolion hallinta (5 cr)
Code: LX00CI20-3005
General information
Enrollment
10.01.2020
Timing
10.01.2020 - 15.05.2020
Number of ECTS credits allocated
5 op
RDI portion
2 op
Mode of delivery
Contact teaching
Unit
Liiketalous
Campus
Leiritie 1
Teaching languages
- English
Seats
20 - 35
Degree programmes
- Degree Programme in International Business and Logistics
Teachers
- Elisabeth Schauman
Teacher in charge
Elisabeth Schauman
Groups
-
LC17B_BA_FIncoming DD HWR Berlin, BA Finance
-
LB17B_FBilbao Finance
-
LB17BIncoming DD UPV Bilbao 3rd year students
-
LXC17_FinanceIBL Specialization Package Finance
-
LB17L_FIncoming DD La Rochelle 3rd year students Finance
-
LC17R_FIncoming DD Rennes 3rd year students Finance
Objective
After completing the course students will have an understanding of investment fundamentals. Students will gain an intuitive understanding of the stock market as they manage their own fictive portfolios of stocks. Students will achieve a more comprehensive grasp of the investment environment and the application of portfolio theory.
Content
Investments and the Investment Process
Risk and Return
Instruments and Pricing
Portfolio Theory
Materials
Bodie, Kane & Marcus: Investments, 11th Edition, McGraw-Hill 2018 (ISBN 978-1-260-08339-2)
Alternative: Berk & DeMarzo: Corporate Finance, Pearson (Ch 6,9,10-11,13)
Teaching methods
Lectures, portfolio exercise in groups of 3-4 students, worked exercises, homework in Moodle, final exam.
Exam schedules
Final exam on Monday the 27th of April at 11.00-13.30.
Retake exam on Thursday the 7th of May at 17.00-19.00.
Completion alternatives
The portfolio exercise (in groups of 3-4 students) is mandatory.
Student workload
5 credit course = 130 hours of student workload, which can be broken down as follows:
Contact classes/exams 45 hours
Self-directed learning 45 hours
Group work with portfolio 40 hours
Further information
Pre-requisites: Finance (5 credits), Corporate Financial Management (5 credits)
The student must have an understanding of the time value of money and equity and debt financing.
Evaluation scale
0-5
Assessment criteria, satisfactory (1)
Sufficient performance:
showing just enough understanding of the subject to merit a pass grade but requiring greater effort to achieve a more satisfactory result
Assessment criteria, good (3)
Good performance:
showing strong understanding of basic concepts and good grasp of techniques, but with certain minor problems still requiring further attention
Assessment criteria, excellent (5)
Excellent performance:
not only fulfils all standard requirements but demonstrates originality and imagination
Assessment criteria, approved/failed
Sufficient performance:
showing just enough understanding of the subject to merit a pass grade but requiring greater effort to achieve a more satisfactory result
Assessment methods and criteria
Portfolio exercise 30%
Final exam 70%
Qualifications
Finance
Corporate Financial Management