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
- Mode of delivery
- On-campus
- Campus
- Leiritie 1
- Teaching languages
- English
- Seats
- 20 - 35
- Degree programmes
- Degree Programme in International Business and Logistics
Learning outcomes
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
Prerequisites
Finance
Corporate Financial Management
Teaching methods
Lectures, portfolio exercise in groups of 3-4 students, worked exercises, homework in Moodle, final exam.
Learning materials and recommended literature
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)
Alternative completion methods of implementation
The portfolio exercise (in groups of 3-4 students) is mandatory.
Exam dates and retake possibilities
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.
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 for students
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.
Assessment methods and criteria
Portfolio exercise 30%
Final exam 70%
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
Sufficient performance:
showing just enough understanding of the subject to merit a pass grade but requiring greater effort to achieve a more satisfactory result