Investment and Portfolio Management (5 ECTS)

Code: LX00CI20-3006

General information

Enrollment: 12.01.2021 - 18.01.2021
Registration for the implementation has ended.

Timing: 18.01.2021 - 07.05.2021
Implementation has ended.

Number of ECTS credits allocated: 5 ECTS

Virtual 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; Degree Programme in European Business Administration

Teachers: Elisabeth Schauman

Teacher in charge: Suvi Moll

Groups: LXC18_Finance
LXC18_Finance

Course: LX00CI20

No reservations found for implementation LX00CI20-3006!

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

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

Teaching methods

Lectures, worked exercises, homework in Moodle, final exam.
Portfolio exercise in groups of 3-4 students, presentations and report of portfolioexercise.

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 and exams 45 hours
Self-directed learning 45 hours
Group work with portfolio 40 hours

Further information

This is an advanced course. Prerequisite: Finance (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