Investment and Portfolio Management | Study Guide, Metropolia

Investment and Portfolio Management (5 cr)

Code: LD00EH66-3002

General information

Enrollment

07.12.2022 - 08.01.2023

Timing

16.01.2023 - 12.05.2023

Number of ECTS credits allocated

5 op

RDI portion

2 op

Mode of delivery

Contact teaching

Unit

School of Business

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

LB20B_F
Incoming DD Bilbao Finance
LITO_VV
Vapaastivalittavat, liiketalous
LC20R_F
Incoming DD Rennes 3rd year students Finance
LB21M
Incoming DD Münster 2nd year students
LB20L_F
Incoming DD La Rochelle 3rd year students Finance
LB20B_BA_M
Incoming DD HTW Berlin BA Marketing
LC20B_IB_F
Incoming DD HWR Berlin, IBMAN Finance
LC20B_BA_F
Incoming DD HWR Berlin, BA Finance

Objective

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

Materials

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

Teaching methods

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

Further information

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.

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.

Study Guide