Investment Management 

Course: Management of Organizations

Structural unit: Faculty of Economics

Title
Investment Management 
Code
ОК 1.27
Module type
Обов’язкова дисципліна для ОП
Educational cycle
First
Year of study when the component is delivered
2023/2024
Semester/trimester when the component is delivered
6 Semester
Number of ECTS credits allocated
5
Learning outcomes
PLO 4. Demonstrate skills to identify problems and justify management decisions. PLO 5. Describe the content of the functional areas of the organization. PLO 6. Demonstrate skills of search, collection and analysis of information, calculation of indicators to justify management decisions PLO 8. Apply management methods to ensure the effectiveness of organizations of various types of economic activity. PLO 11. Demonstrate skills of situation analysis and communication in various areas of the organization. PLO 12. Evaluate the legal, social and economic consequences of the functioning of the organization. PLO 21. Form the strategy and tactics for managing real and financial investments in a dynamic market environment, develop effective investment solutions and solve complex management problems in the field of investment activity.
Form of study
Full-time form
Prerequisites and co-requisites
1. Successful mastering of the courses "Investment", "Management", "Statistics for Economists", "Finance", " Economics of Enterprise", "Insurance", other professional disciplines. 2. Knowledge of the conceptual foundations of macro- and microeconomics, psychology, economic theory, finance, business economics. 3. Ability to calculate economic and investment characteristics, to process statistical data, to analyze statistical information. 3. Have elementary skills: mathematical modeling, forecasting, using Microsoft Office Word, Microsoft Office Excel, Microsoft PowerPoint.
Course content
The problems of the content of investment management, the classification of enterprises as objects of investment management, functions and mechanism of investment management. Systems of investment management, methods of investment analysis, planning, control, investment controlling. The concept of investment strategy and its role in the development of the company. Hierarchy of relationship of investment strategy with other main elements of strategic choice of the company. Structure of an investment project of the company. Selection of investment projects and formation of the program of real investments. The business plan of the investment project, its feature. Estimation of efficiency and risks of real investment projects. Management of formation and restructuring of a portfolio of cash investments. The concept of a portfolio of financial investments, the purpose of formation. The concept of investment resources.
Recommended or required reading and other learning resources/tools
1. Arjalies D., Grant P., Hardie L., MacKenzie P., Svetlova E. Chains of Finance How Investment Management is Shaped /Oxford University Press, 2017. — 224 p. 2. Benello A.C. Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors / Wiley, 2016. — 233 p. 3. Bankruptcy Prevention Agency Order (1998) Metodyka intehralnoi otsinky investytsiinoi pryvablyvosti pidpryiemstv ta orhanizatsii [Methodology for integral assessment of investment attractiveness of enterprises and organizations], no. 22. (Electronic resource). 4. Dhankar R.S. Risk-Return Relationship and Portfolio Management/Springer, 2019. 323 p. 5. Shkarlet S. Investment management / S. Shkarlet, I. Remnova, Kh. Shtyrhun ; Chernihiv nat. univ. of technology, Project "English for universities" . - Chernihiv : CNUT, 2017. - 200 p. 6. Fama E.F., Cochrane J.H., Moskowitz T.J. The Fama Portfolio University of Chicago Press, 2017. — 584 p.
Planned learning activities and teaching methods
Information-traditional with elements of problem-oriented learning: lectures, practical lessons, performing individual tasks, performing team tasks, solving practical cases, independent work, consultations, completing analytical tasks, performing creative tasks "Enterprise investment strategy and evaluation of its effectiveness", "Creating a program of real investment projects", "Creating a portfolio of financial investments", the project task "Development of investment project"
Assessment methods and criteria
Forms of student assessment: (max. points 60/min. points 36) 1. Questioning and problem solving (LO 1.1.; 1.2; 2.1-2.4; 3.1-3.3; 4.1-4.4;) - 20 points / 12 points; 2. Independent work - calculation individual task (LO 1; 2.1-2.3;3.2;4) - 40 points / 24 points. Final assessment in the form of an exam.
Language of instruction
Ukrainian

Lecturers

This discipline is taught by the following teachers

Tetiana Ovcharenko
Department of Innovation and Investment Management
Faculty of Economics

Departments

The following departments are involved in teaching the above discipline

Department of Innovation and Investment Management
Faculty of Economics