Investment and Portfolio Management (5 ECTS)

Code: LX00CI20-3005

General information

Enrollment: 10.01.2020
Registration for the implementation has ended.

Timing: 10.01.2020 - 15.05.2020
Implementation has ended.

Number of ECTS credits allocated: 5 ECTS

RDI portion: 2 ECTS

Unit: (2019-2024) School of Business

Campus: Leiritie 1

Teaching languages: English

Seats: 20 - 35

Degree programmes: Degree Programme in International Business and Logistics

Teachers: Elisabeth Schauman

Teacher in charge: Elisabeth Schauman

Groups: LC17B_BA_F
Incoming DD HWR Berlin, BA Finance; LC17R_F
Incoming DD Rennes 3rd year students Finance

Course: LX00CI20

No reservations found for implementation LX00CI20-3005!

Objective

After completing the course students will have an understanding of investment fundamentals. Students will gain an intuitive understanding of the stock market as they manage their own fictive portfolios of stocks. Students will achieve a more comprehensive grasp of the investment environment and the application of portfolio theory.

Content

Investments and the Investment Process
Risk and Return
Instruments and Pricing
Portfolio Theory

Materials

Bodie, Kane & Marcus: Investments, 11th Edition, McGraw-Hill 2018 (ISBN 978-1-260-08339-2)
Alternative: Berk & DeMarzo: Corporate Finance, Pearson (Ch 6,9,10-11,13)

Teaching methods

Lectures, portfolio exercise in groups of 3-4 students, worked exercises, homework in Moodle, final exam.

Exam schedules

Final exam on Monday the 27th of April at 11.00-13.30.
Retake exam on Thursday the 7th of May at 17.00-19.00.

Completion alternatives

The portfolio exercise (in groups of 3-4 students) is mandatory.

Student workload

5 credit course = 130 hours of student workload, which can be broken down as follows:
Contact classes/exams 45 hours
Self-directed learning 45 hours
Group work with portfolio 40 hours

Further information

Pre-requisites: Finance (5 credits), Corporate Financial Management (5 credits)
The student must have an understanding of the time value of money and equity and debt financing.

Evaluation scale

0-5

Assessment criteria, satisfactory (1)

Sufficient performance:
showing just enough understanding of the subject to merit a pass grade but requiring greater effort to achieve a more satisfactory result

Assessment criteria, good (3)

Good performance:
showing strong understanding of basic concepts and good grasp of techniques, but with certain minor problems still requiring further attention

Assessment criteria, excellent (5)

Excellent performance:
not only fulfils all standard requirements but demonstrates originality and imagination

Assessment criteria, approved/failed