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Обычная версия сайта
2017/2018

Инструменты личного инвестирования

Статус: Майнор
Когда читается: 3, 4 модуль
Язык: английский
Кредиты: 5
Контактные часы: 60

Course Syllabus

Abstract

First, students will study basic financial theories and issues of financial markets regulation that related to personal finance. Second, students will learn how to extend the classic financial models in the field of behavioral perspective. Finally, students will study the most profound experimental observations and learn basic techniques how to make their personal financial decision adjusted to human behavior.
Learning Objectives

Learning Objectives

  • Main objective of the course is to improve basic knowledge and competences in personal finance and investment management through the understanding of human behavior. To do that, students will touch upon both experiments and theory.
Expected Learning Outcomes

Expected Learning Outcomes

  • Students know the methods of economic and financial analysis, find the expected and actual data for calculations, justify the results of the calculations
  • Students apply event analysis, apply methods of comparative analysis in the study area, draw conclusions and recommendations. They have knowledge of the history of the development of science and apply this knowledge in modern conditions
  • Students are familiar with methods for predicting socio-economic processes, such as: calculation and analytical, coefficient method, normative, optimization of planning decisions, balance sheet, program-oriented, economic and mathematical modeling, specific
  • Students analyze management and financial reporting; able to apply methods of managerial and financial analysis to assess business situations at the enterprise level, take into account their relationship with the criteria of market management at the macro level
Course Contents

Course Contents

  • Patterns of finance, risk management. Financial literacy
  • Personality Theory
  • Portfolio theory and asset pricing models
  • Theory of Effective Markets and Behavioral Finance
  • Bank deposits and alternative banking products: preferences of an individual investor
  • Securities as instruments of personal investment
  • Сollective investment. special investment issues
  • Financing of new projects
Assessment Elements

Assessment Elements

  • non-blocking Home assignments
  • non-blocking In-class participation
  • non-blocking Final exam
Interim Assessment

Interim Assessment

  • Interim assessment (4 module)
    0.5 * Final exam + 0.3 * Home assignments + 0.2 * In-class participation
Bibliography

Bibliography

Recommended Core Bibliography

  • Alec N. Kercheval. (2012). Financial Economics: A Concise Introduction to Classical and Behavioral Finance, by T. Hens and M. O. Rieger. Quantitative Finance, (10), 1487. https://doi.org/10.1080/14697688.2012.695085
  • Cowell, F. (2013). Risk-Based Investment Management in Practice (Vol. Second edition). Houndmills, Basingstoke, Hampshire: Palgrave Macmillan. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=755126
  • Fabozzi, F. J., Modigliani, F., & Jones, F. J. (2014). Foundations of Financial Markets and Institutions: Pearson New International Edition (Vol. Fourth edition Fabozzi, Modigliani, Jones). Harlow, Essex: Pearson. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=1418493
  • Gupta, A. (2012). Unit Linked Insurance Products (ULIPs) - Insurance or Investment? Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsbas&AN=edsbas.B308A862
  • Shiller, R. J. (2013). Finance and the Good Society. Princeton, N. J: Princeton University Press. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=582677

Recommended Additional Bibliography

  • Filbeck, G., & Baker, H. K. (2015). Investment Risk Management. New York, NY: Oxford University Press. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=910371
  • Richards, T. (2014). Investing Psychology : The Effects of Behavioral Finance on Investment Choice and Bias. Hoboken, New Jersey: Wiley. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=759584