Investments I & II (part-time)

Academic Program: 
Term: 
Winter
Credits: 
4.0
ECTS credits: 
8.0
Status: 
Core
Course Description: 

The course takes you through the financial markets, financial instruments, basic analytical tools, strategies. The main objective of the course is to give a structural understanding of the capital markets, products, players to know your way around the financial information jungle which gets deeper every day. The theoretical parts are followed by real life examples (using live Bloomberg terminal) and exercises which are many times contradict the text book logic and theories. At the end of the course there is an optional visit to a bank’s dealing room. The class will relate to current financial news, the recent financial crisis and problems relevant to the practicing investor.

 

Main topics:

- Universe of financial markets and products

- Financial market infrastructure

- Trading, transaction on the OTC and exchange traded markets

- Macroeconomic analysis

- Equity and fixed income markets, valuations

- Money manager universe

- Behavioral finance and technical analysis

- Derivatives (options, futures, swaps)

- Alternative investments instruments and strategies

Learning Outcomes: 

Core Learning Area          

Learning Outcome                                            

Interpersonal Communication Skills.        

Participate in class discussion and problem solving exercise. Students will be able to present their arguments or findings. Objectively critique findings presented by their fellow students. Understand the terminology of the financial world.

Technology Skills               

Demonstrate an ability to use MS Excel and financial calculator in problem solving.

Cultural Sensitivity and Diversity                             

Work harmoniously with students of various nationalities.          

Quantitative Reasoning 

Apply financial models and formulas to evaluate investment decisions. Students will learn the limitations of theoretical models.

Critical Thinking               

Improve analytical skills and critical thinking necessary to evaluate investment decisions. Interpret and evaluate theoretical arguments and empirical evidence.

Ethics and Responsibility                    

Evaluate and discuss the challenges of issues relating to social responsibility, corporate governance and ethical and professional behavior arising from recent financial scandals.

 Management Knowledge and Skills                            

 

Assessment: 

The assessment for the course comprises of four parts, with the weights of each mode given as follows:

 

10%     Class Participation and homework preparation

20%     Minute paper (best two of three)

20%     In-class presentation and group work

50%     Closed book Final exam

Prerequisites: 

Prerequisites: Finance (MA Economics students need written waiver), some background in basic statistics and regression analysis is strongly suggested

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