Investment and Portfolio Management (5 cr)
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 cr
- Local portion
- 5 cr
- RDI portion
- 2 cr
- Mode of delivery
- On-campus
- Unit
- (2019-2024) 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_FIncoming DD Bilbao Finance
-
LC20R_FIncoming DD Rennes 3rd year students Finance
-
LB21MIncoming DD Münster 2nd year students
-
LB20L_FIncoming DD La Rochelle 3rd year students Finance
-
LB20B_BA_MIncoming DD HTW Berlin BA Marketing
-
LC20B_IB_FIncoming DD HWR Berlin, IBMAN Finance
-
LC20B_BA_FIncoming DD HWR Berlin, BA Finance
- Course
- LD00EH66
Implementation has 7 reservations. Total duration of reservations is 21 h 0 min.
| Time | Topic | Location |
|---|---|---|
|
Mon 06.03.2023 time 08:00 - 11:00 (3 h 0 min) |
Investment and Portfolio Management LD00EH66-3002 |
No class 6.3
|
|
Mon 13.03.2023 time 08:00 - 11:00 (3 h 0 min) |
Investment and Portfolio Management LD00EH66-3002 |
MMA238.1
Oppimistila
|
|
Mon 20.03.2023 time 08:00 - 11:00 (3 h 0 min) |
Investment and Portfolio Management LD00EH66-3002 |
Lecture online (Zoom)
|
|
Mon 27.03.2023 time 08:00 - 11:00 (3 h 0 min) |
Investment and Portfolio Management LD00EH66-3002 |
No class
|
|
Mon 03.04.2023 time 08:00 - 11:00 (3 h 0 min) |
Investment and Portfolio Management LD00EH66-3002 |
MMA238.1
Oppimistila
|
|
Mon 17.04.2023 time 08:00 - 11:00 (3 h 0 min) |
Investment and Portfolio Management LD00EH66-3002 EXAM |
MMA238.1
Oppimistila
|
|
Mon 24.04.2023 time 08:00 - 11:00 (3 h 0 min) |
Investment and Portfolio Management LD00EH66-3002 Retake |
MMA238.1
Oppimistila
|
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.
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.
Assessment methods and criteria
Exam 60%, Homework 20%, mandatory portfolio exercise 20%.
Qualifications
Finance and Corporate Finance or equivalent competences