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Investment and Portfolio Management (5 cr)

Code: LD00EH66-3005

General information


Enrollment
06.05.2024 - 11.08.2024
Registration for the implementation has ended.
Timing
26.08.2024 - 08.12.2024
Implementation has ended.
Number of ECTS credits allocated
5 cr
Local portion
5 cr
RDI portion
1 cr
Mode of delivery
On-campus
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
LXD22S1
Liiketalouden tutkinto-ohjelma päivä
Course
LD00EH66

Implementation has 13 reservations. Total duration of reservations is 35 h 30 min.

Time Topic Location
Wed 28.08.2024 time 11:30 - 14:00
(2 h 30 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMA238.2 Oppimistila
Wed 04.09.2024 time 11:30 - 14:00
(2 h 30 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMA238.2 Oppimistila
Wed 11.09.2024 time 11:30 - 14:00
(2 h 30 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMA238.2 Oppimistila
Wed 18.09.2024 time 11:30 - 14:00
(2 h 30 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
Ei luentoa - Metrosport tapahtuma koko Metropolialle
Wed 25.09.2024 time 11:30 - 14:00
(2 h 30 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMA238.2 Oppimistila
Wed 02.10.2024 time 11:30 - 14:00
(2 h 30 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMA238.2 Oppimistila
Wed 09.10.2024 time 11:30 - 14:00
(2 h 30 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
Omatoiminen opiskelu
Wed 23.10.2024 time 11:00 - 14:00
(3 h 0 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMA226 Oppimistila
Wed 30.10.2024 time 11:00 - 14:00
(3 h 0 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMA226 Oppimistila
Wed 06.11.2024 time 11:00 - 14:00
(3 h 0 min)
Sijoittaminen ja portfolion hallinta LD00EH66-3005
MMC304 Oppimistila
Wed 13.11.2024 time 11:00 - 14:00
(3 h 0 min)
Sijoittaminen ja portfolion hallinta ESITYKSET
MMA215 Oppimistila
Wed 27.11.2024 time 11:00 - 14:00
(3 h 0 min)
Sijoittaminen ja portfolion hallinta UUSINTATENTTI
MMA226 Oppimistila
Wed 04.12.2024 time 11:00 - 14:00
(3 h 0 min)
Sijoittaminen ja portfolion hallinta Uusintatentti
Toinen uusintatentti EXAM 2-5.12.2024
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 keskiviikkoisin klo 11-14

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 viikolla 35 (Moodle: teoria ja laskut)
Kurssitentti 20.11.2024 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

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 70%
Porfolio exercise 30%

Qualifications

Finance and Corporate Finance or equivalent competences

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