Sijoitustoiminta ja portfolion hallinta (5 cr)
Code: LX00CI20-3006
General information
Enrollment
12.01.2021 - 18.01.2021
Timing
18.01.2021 - 07.05.2021
Number of ECTS credits allocated
5 op
Virtual portion
2 op
Mode of delivery
60 % Contact teaching, 40 % Distance learning
Unit
Liiketalous
Campus
Leiritie 1
Teaching languages
- English
Seats
20 - 35
Degree programmes
- Degree Programme in International Business and Logistics
- Degree Programme in European Business Administration
Teachers
- Elisabeth Schauman
Teacher in charge
Suvi Moll
Groups
-
LC18R_FIncoming DD Rennes 3rd year students Finance
-
LC18B_BA_FIncoming DD HWR Berlin, BA Finance
-
LITO_VVVapaastivalittavat, liiketalous
-
LB18B_FBilbao Finance
-
LB18L_FIncoming DD La Rochelle 3rd year students Finance
-
LXC18_FinanceLXC18_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
Berk & DeMarzo: Corporate Finace, Pearson (Chapters 6,9,10-11 and 13)
Bodie, Kane & Marcus: Investments, 11th Edition, McGraw-Hill 2018 (ISBN 978-1-260-08339-2)
Teaching methods
Lectures, worked exercises, homework in Moodle, final exam.
Portfolio exercise in groups of 3-4 students, presentations and report of portfolioexercise.
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 and exams 45 hours
Self-directed learning 45 hours
Group work with portfolio 40 hours
Further information
This is an advanced course. Prerequisite: Finance (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%
Written exam 70%
Qualifications
Finance
Corporate Financial Management