Investment and Portfolio Management (5 cr)

Code: LD00EH66-3003

General information

Enrollment: 02.05.2023 - 13.08.2023
Registration for the implementation has ended.

Timing: 28.08.2023 - 13.12.2023
Implementation has ended.

Number of ECTS credits allocated: 5 cr

Local portion: 5 cr

RDI portion: 2 cr

Unit: (2019-2024) 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

Course: LD00EH66

Implementation has 14 reservations. Total duration of reservations is 35 h 30 min.

Time	Topic	Location
Tue 29.08.2023 time 11:00 - 14:00 (3 h 0 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 05.09.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 12.09.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 19.09.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 26.09.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	Omatoiminen opiskelu
Tue 03.10.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 10.10.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 24.10.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 31.10.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 07.11.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	MMA238.1 Oppimistila
Tue 14.11.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	Sijoitusmessut Helsingin Messukeskus klo 9-18
Tue 21.11.2023 time 11:30 - 14:00 (2 h 30 min)	SiPo KURSSITENTTI	MMA238.1 Oppimistila
Tue 28.11.2023 time 11:30 - 14:00 (2 h 30 min)	SiPo uusintatentti	MMA238.1 Oppimistila
Tue 05.12.2023 time 11:30 - 14:00 (2 h 30 min)	Sijoittaminen ja portfolion hallinta LD00EH66-3003	Tentti siirtyy viikolla eteenpäin 12.12

Changes to reservations may be possible.

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.