Infopaket

PORTFOLIO МANAGEMENT

ОК 06

Обов’язкова дисципліна для ОП

Second

2023/2024

1 Semester

4

LO 3. Communicate freely in the state and foreign languages orally and in writing on professional and scientific issues. LO 4. Develop economic projects and systems of comprehensive actions for their implementation, taking into account their goals, expected socio-economic consequences of social problems, risks, legislative, resource and other constraints. LO 7. To choose effective methods of economic activity management, to substantiate the offered decisions based on relevant data, scientific and applied research. LO 9. Make effective decisions under uncertain conditions and requirements that require applying new approaches, methods, and tools of socio-economic research.

Full-time form

Know: the basic principles of the investment activity of companies and related investment processes, the basics of the functioning of financial markets and their regulation, concepts of economic risk theory, basic concepts of statistics. Possess: skills in calculating basic investment indicators, skills in analysis, processing and visualization of statistical data, possess basic approaches to business evaluation.

The discipline is aimed at teaching students theoretical knowledge and practical skills of modern investment portfolio management. This involves acquiring knowledge of the basic theoretical principles, approaches, and models of portfolio management, as well as the formation of practical skills in the formation investment portfolio and its management methods. A special emphasis in the discipline is consulting on identifying investment goals and creating an investment portfolio.

Lectures, practical classes, independent work

Assessment during the semester includes the following three main forms. The first form is performance of practical tasks. The second form is student activity while working in the classroom. Tests are the third form. A student must score 50 points during the semester, otherwise he cannot be admitted to the credit. If the number of points on the assessment is less than 10, then the points are not added to their number received during the semester (they are considered 0 points), and the final result is considered unsatisfactory. Assessment in the form of a final test (maximum number of points 20/minimum - 10)

English