Sijoittaminen ja portfolion hallinta (5 cr)
Code: LX00DM66-3002
General information
Enrollment
04.05.2020 - 09.08.2020
Timing
24.08.2020 - 11.12.2020
Number of ECTS credits allocated
5 op
RDI portion
2 op
Mode of delivery
Contact teaching
Unit
Liiketalous
Campus
Leiritie 1
Teaching languages
- Finnish
Seats
20 - 35
Degree programmes
- Liiketalouden tutkinto-ohjelma
Teachers
- Elisabeth Schauman
Teacher in charge
Anne Perkiö
Groups
-
LXD18S1Liiketalouden tutkinto-ohjelma päivä
Objective
On completion of the course the student will have basic knowledge of financial theory related to investments. The student will also be able to
- Read and evaluate different data from financial markets
- Calculate the risk and return for different investment objects
- Build a stock portfolio from real market data and manage the portfolio during the course.
Content
- Financial markets
- Financial theory
- pricing of financial instruments
- portfolio theory
Materials
Niskanen & Niskanen: Yritysrahoitus, luvut 2,5,6 ja 7
Nikkinen, Rothovius & Sahlström: Arvopaperisijoittaminen
Berk & DeMarzo: Corporate Finance (Pearson) Valitut luvut
Bodie, Kane & Marcus: Investment (McGraw Hill) Valitut luvut
Teaching methods
Lectures
Exercises
Portfolio exercise
Guest lecture
Investment Fair
Employer connections
Yritysvierailu
Sijoitusmessut
Sijoitusharjoitus ryhmässä
International connections
n/a
Student workload
5 op:n kurssi vastaa 130 työtuntia opiskelijalle:
luennot/vierailut/tentti 36 tuntia
sijoitusharjoitus 25 tuntia
Itseopiskelua 69 tuntia
Further information
tuition in Finnish
Evaluation scale
0-5
Assessment criteria, satisfactory (1)
Students have achieved the course objectives fairly. Students will be able to identify, define and use the course subject area’s concepts and models. The student understands the criteria and principles of the expertise development.
Assessment criteria, good (3)
Students have achieved the course objectives well, even though the knowledge and skills need improvement on some areas. Students are able to define the course concepts and models and are able to justify the analysis. The student is able to apply their knowledge in leisure, study and work situations. The student understands the importance of expertise in the field of business and is able to analyze his/her own expertise.
Assessment criteria, excellent (5)
Students have achieved the objectives of the course with excellent marks. Students master commendably the course subject area’s concepts and models. Students are able to make justified and fluent analysis and to present concrete development measures. The students are well prepared to apply their knowledge in leisure, study and work situations. Students are able to analyze the business sector expertise and the evolvement of their own expertise.
Assessment criteria, approved/failed
Students have achieved the course objectives fairly. Students will be able to identify, define and use the course subject area’s concepts and models. The student understands the criteria and principles of the expertise development.
Assessment methods and criteria
Exam
Portfolio exercise (Presentation, reports)
Qualifications
Finance 5 cr