Investment and Portfolio Management (5 cr)
Code: LD00EH66-3004
General information
- Enrollment
-
04.12.2023 - 07.01.2024
Registration for the implementation has ended.
- Timing
-
15.01.2024 - 08.05.2024
Implementation has ended.
- Number of ECTS credits allocated
- 5 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
-
LC21B_BA_FIncoming DD HWR Berlin, BA Finance
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LB22MIncoming DD Münster 2nd year students
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LC21R_FIncoming DD Rennes 3rd year students Finance
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LC21B_IB_FIncoming DD HWR Berlin, IBMAN Finance
-
LB21L_FIncoming DD La Rochelle 3rd year students Finance
- Course
- LD00EH66
Implementation has 14 reservations. Total duration of reservations is 35 h 0 min.
| Time | Topic | Location |
|---|---|---|
|
Tue 16.01.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
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Tue 23.01.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
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Tue 30.01.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
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Tue 06.02.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
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Tue 13.02.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
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Tue 27.02.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
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Tue 05.03.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
Self-study (no class)
|
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Tue 12.03.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
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Tue 19.03.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
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Tue 26.03.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
|
Tue 02.04.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
MMA238.1
Oppimistila
|
|
Tue 09.04.2024 time 08:30 - 11:00 (2 h 30 min) |
IPM Exam LD00EH66-3004 |
MMA238.1
Oppimistila
|
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Tue 16.04.2024 time 08:30 - 11:00 (2 h 30 min) |
Investment and Portfolio Management LD00EH66-3004 |
Self-studies (no class)
|
|
Tue 23.04.2024 time 08:30 - 11:00 (2 h 30 min) |
IPM retake exam |
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