Бакалавриат 2019/2020

Инвестиции

Лучший по критерию «Полезность курса для Вашей будущей карьеры»

Лучший по критерию «Полезность курса для расширения кругозора и разностороннего развития»

Статус: Курс обязательный (Международный бизнес и менеджмент/ Менеджмент)

Направление: 38.03.02. Менеджмент

Кто читает: Департамент финансов

Где читается: Санкт-Петербургская школа экономики и менеджмента

Когда читается: 3-й курс, 1 модуль

Формат изучения: без онлайн-курса

Преподаватели: Далал Адель, Котляров Иван Дмитриевич

Язык: английский

Кредиты: 4

Контактные часы: 36

Course Syllabus

Abstract

The course aims at understanding of basics of investment process. The students will learn - the principles of investment analysis - methods of calculation of different investment indices - models of formation of portfolio of investments - principles of selection of sources of investments

Learning Objectives

• Understanding of the economic nature of investments, time value of money, risk, key players of the investment process.
• Ability to find, produce and analyze economic and financial information necessary for evaluation of investment projects (information about expected cash flows, levels of risks, possible guarantees etc, including business planning).
• Skills of taking investment decisions (positive and negative decisions about investments into a project, selection of portfolio of investments, selection of sources of finance depending on the nature of the project etc).

Expected Learning Outcomes

• An ability to pass a written test with problem-solving taks (15 min)
• An understanding of multi-criteria evaluation of the projects practiced with case studies on a seminar
• An ability to handle problem-solving tasks as a part of a class work
• Ability to design a thorough analysis of risk-management tools in a form of a Power Point presentation
• An ability to provide an analysis of factors driving international investments in a form of a group presentation
• An ability to assess different sources of finance according to the riskiness and return to investors

Course Contents

• Basics of investments: time value of money
• Evaluation of investment projects
• Multi-criteria evaluation of investments projects
• Risk management of investment projects
• International investments
• Sources of finance

Assessment Elements

• Written test 1
• Written test 2
• Group presentation 1
• Group presentation 2
• Final project
• Class activity points

Interim Assessment

• Interim assessment (1 module)
  0.18 * Class activity points + 0.3 * Final project + 0.13 * Group presentation 1 + 0.13 * Group presentation 2 + 0.13 * Written test 1 + 0.13 * Written test 2

Bibliography

Recommended Core Bibliography

• Damodaran, A. (2012). Investment Valuation : Tools and Techniques for Determining the Value of Any Asset (Vol. 3rd ed). Hoboken, New Jersey: Wiley. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=442924

Recommended Additional Bibliography

• Filbeck, G., & Baker, H. K. (2013). Alternative Investments : Instruments, Performance, Benchmarks, and Strategies. Hoboken: Wiley. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=561429