Investment and Portfolio Management (5 ECTS)
Code: LD00EH66-3001
General information
- Enrollment
- 02.05.2022 - 14.08.2022
- Registration for the implementation has ended.
- Timing
- 29.08.2022 - 31.12.2022
- Implementation has ended.
- Number of ECTS credits allocated
- 5 ECTS
- Virtual portion
- 2 ECTS
- RDI portion
- 2 ECTS
- Mode of delivery
- On-campus and online
- Campus
- Leiritie 1
- Teaching languages
- Finnish
- Seats
- 20 - 35
- Degree programmes
- Economics and Business Administration
Learning outcomes
Upon completion of the course students will be familiar with investment theories. The student will understand how stock markets work. The student will be able to collect and interpret market information and calculate the expected returns and risks of different investment products. The student will be able to build an investment portfolio, manage it and report on its progress.
Content
- Stock markets
- Investment theory
- Portfolio theory
- Profit and risk
Prerequisites
Finance and Corporate Finance or equivalent competences
Teaching methods
Lectures
Exercises
Homework in Moodle
Portfolio exercise as team work
Location and time
Lectures on campus.
Learning materials and recommended literature
Berk & DeMarzo: Corporate Finance (pearson), chapters 6, 9-11.
Bodie, Kane & Marcus: Investments (McGraw Hill), chapters 3, 5-7, 9, 18.
Niskanen & Niskanen: Yritysrahoitus (Edita), luvut 2,5,6 ja 7
Nikkineh, Rothovius & Sahlström: Arvopaperisijoittaminen (WSOY)
Alternative completion methods of implementation
Sijoitusharjoitus on pakollinen, ja se tehdään ryhmätyönä. Tätä ei voi korvata.
Luennoilla ei ole läsnäolopakkoa (kahden ensimmäisen viikon jälkeen), paitsi sijoitusharjoituksen esityksissä luokalle.
Exam dates and retake possibilities
Final exam and two resit exams.
Presentations of porfolio.
International connections
Osallistuminen kansainväliseen pörssipeliin
Student workload
5 op:n kurssi vastaa 130 työtuntia opiskelijalle:
luennot/vierailut/tentti 26 tuntia
sijoitusharjoitus 25 tuntia
itseopiskelua 69 tuntia
Further information for students
Tuition in Finnish
Assessment methods and criteria
Exam 50%
Homework in Moodle 20%
Portfolio exercise (presentations and report) 30%
Evaluation scale
0-5
Assessment criteria, satisfactory (1)
The student has achieved the course objectives fairly. The student 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)
The student has achieved the course objectives well, even though the knowledge and skills need improvement on some areas. The student is able to define the course concepts and models and are able to justify the analysis. The student is able to apply his/her 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)
The student has achieved the objectives of the course with excellent marks. The student masters commendably the course subject area’s concepts and models. The student is able to make justified and fluent analysis and to present concrete development measures. The student is well prepared to apply his/her knowledge in leisure, study and work situations. The student is able to analyze the business sector expertise and the development of his/her own expertise.
Assessment criteria, approved/failed
The student has achieved the course objectives fairly. The student 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.