Investment and Portfolio Management (5 ECTS)

Code: LD00EH66-3002

General information

Enrollment: 07.12.2022 - 08.01.2023; Registration for the implementation has ended.

Timing: 16.01.2023 - 12.05.2023; Implementation has ended.

Number of ECTS credits allocated: 5 ECTS

RDI portion: 2 ECTS

Campus: Leiritie 1

Teaching languages: English

Seats: 20 - 35

Degree programmes: Degree Programme in European Business Administration; Degree Programme in International Business and Logistics

Teachers: Elisabeth Schauman

Teacher in charge: Suvi Moll

Groups: LB21M
Incoming DD Münster 2nd year students

Course: LD00EH66

No reservations found for implementation LD00EH66-3002!

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 in class, portfolio exercise in group (teamwork, reporting, presenting), homework in Moodle, literature, final exam.

Learning materials and recommended literature

Bodie, Kane & Marcus: Investments, McGraw-Hill, 11th edition 2018, chapters 2-4, 5-7, 11 and 18.
Berk & DeMarzo: Corporate Finance, Pearson, 4th edition 2017, chapters 9-11 and 13.
Lecture handouts (in OMA)
Exercises

Further information for students

Please be aware that the course contains many mathematical exercises.
Prerequisite:
Students are expected to have knowledge about the time value of mone and equity and debt financing, i.e. material covered in the first 1-2 basic courses in Finance.
This prerequisite knowledge is tested (Intro Exam) in the beginning of the course.
Mandatory attendance on the two first lectures.

Assessment methods and criteria

Exam 60%, Homework 20%, mandatory portfolio exercise 20%.

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.