Investment and Portfolio Management | Study Guide, Metropolia

Investment and Portfolio Management (5 cr)

Code: LD00EH66-3003

General information

Enrollment

02.05.2023 - 13.08.2023

Timing

28.08.2023 - 13.12.2023

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

Finnish

Seats

20 - 35

Degree programmes

Economics and Business Administration

Teachers

Elisabeth Schauman

Teacher in charge

Anne Perkiö

Groups

LXD21S1
Liiketalouden tutkinto-ohjelma päivä
LITO_VV
Vapaastivalittavat, liiketalous

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

Location and time

Luennot tiistaisin klo 11-14 (A238.1)

Materials

1.Niskanen & Niskanen: Yritysrahoitus, Edita. Luvut 2,5,6 ja 7.
2.Bodie, Kane & Marcus: Investments. 11th edition. McGrawHill. Luvut 3, 5-7, 9, 18.
3.Berk & DeMarzo: Corporate Finance, Pearson. Luvut 6, 9-11.
4.Nikkinen, Rothovius, Sahlström: Arvopaperisijoittaminen WSOY
5.Luentokalvot ja laskuharjoitukset OMA:ssa
6.Muu opettajan jakama materiaali OMA:ssa

Teaching methods

Lectures in class
Mathematical exercises
Homework in Moodle
Portfolioexercise as teamwork (presentations)
Attendance at the Helsinki Investment fair

Exam schedules

Pakollinen INTROTENTTI ti 5.9.2023 klo 11.00
Kurssitentti 21.11.2023 ja kaksi uusintamahdollisuutta.
Hyväksytyn tentin voi uusia kerran.

Completion alternatives

Kurssikirjallisuus. Etätehtävät ja tentti.
Sijoitusharjoitus on pakollinen.

Student workload

Kurssilla on paljon laskutehtäviä.

Further information

Tuition in Finnish

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