Basics of Investment Activities (3cr)

Objective

Students are able to define the basic concepts of financial investment activities. They can list the stages of the planning and implementation of investments. Students know how to evolve a portfolio management project by means of online portfolio software. They can work out calculations to support for investment decisions. They know how to use financial ratios and how to interpret them in critical assessment of investment plan. Students know how to plan and draw up a report of portfolio management process and interpret the results of analysis for an investor. They can evaluate the significance of comprehensive investment planning for investors.

Content

- Concepts and basic issues in financial investment activities
- Portfolio management as a part of comprehensive financial management
- Significance of portfolio management for investors
- Principles of investments: financial and security markets, stock exchange, choosing and timing of investments, mutual funds as an investment object, taxation of investments
- Principles of investment portfolio management
- Tools for financial investment planning
- Drawing up a portfolio management report

Qualifications

No previous studies are required.

Assessment criteria, satisfactory (1)

Will be announced at the beginning of the course.

Materials

- Nikkinen, J., Rothovius, T. ja Sahlström, P. 2002. Arvopaperisijoittaminen. (Security investments.)
- Suomen Pörssisäätiö. Sijoittajan vero-opas ja Sijoitusrahasto-opas. Available:
http://porssisaatio.fi (The Finnish Foundation for Share Promotion. Tax guide for investors and Guide for mutual fund investments)
- Finanssialan Keskusliitto, http://fkl.fi/ (Federation of Finnish Financial Services)
- Arvopaperimarkkinalaki. (Securities Market Act, available: http://www.finlex.fi/fi/laki/ajantasa/1989/19890495
- Laki sijoituspalveluyrityksistä. (Act on Investment Service Firms, available: http://www.finlex.fi/fi/laki/ajantasa/2007/20070922
- Kytönen, E. 2010. Sijoitustoimintaosaaminen. Opetusmoniste. (Skills in investment activities. Teaching paper)
- Sijoituspalveluja tarjoavien yritysten verkkosivut (linkit opetusmonisteessa)
(Websites of investment management service firms (links in the teaching paper)
- material provided by the teacher (in the Moodle: http://lakeusmoodle.epedu.fi /)

Teaching methods

Lectures and independent work

Further information

The course is taught at Seinäjoki Business School, Koulukatu 41.