Infopaket

Portfolio Management

ОК 6

Вибіркова дисципліна для ОП

Second

2023/2024

1 Semester

7

PLO8. Choose effective methods for managing economic activity, justify the proposed solutions based on relevant data, scientific and applied research. PLO9. Make effective decisions under conditions of uncertainty and challenges that require the use of new approaches, methods, and tools of socio-economic research. PLO12. Justify management decisions for effective business development, taking into account goals, resources, constraints and risks. PLO13. Assess possible risks, socio-economic consequences of management decisions.

Full-time form

Know: the basic principles of investment activity and investment processes, the basics of the functioning of financial markets and their regulation, the concept of the theory of economic risk, the basic concepts of building economic and mathematical models. To have: the skills of calculating the main investment indicators, the skills of analysis, processing and visualization of statistical data, to have the basics of regression-correlation analysis.

The educational discipline is structured into three subject modules:  Module 1. Basics of portfolio management  Module 2. Models of portfolio management  Module 3. Portfolio hedging and performance evaluation

1. Kaminskyi A. Portfolio Management. – Kyiv: Znannia, 2015. – 214 p. 2. Цінні папери: підручник/За ред.В.Д.Базилевича. – К.: Знання, 2011. – 1094 с. 3. Цінні папери: практикум /За ред.В.Д.Базилевича. – К.: Знання, 2013. – 791 с. 4. Фондовий ринок: підручник у 2 кн. – Кн.1 /За ред.В.Д.Базилевича. – К.:Знання, 2015. – 621 с. 5. Фондовий ринок: підручник у 2 кн. – Кн.2 /За ред.В.Д.Базилевича. – К.:Знання, 2016. – 686 с. 6. ETF Investing: The Beginners Guide to Create Passive Income and Achieve Financial Freedom with ETF (Kindle Edition), - 90 p., 2020.

Lectures, seminars, independent work

1. Performance of laboratory works (items 1.1-1.3; 2.1-2.4; 4.1) - a total of 8 laboratory works during the course. Each laboratory work is graded from 0 to 5. Maximum the number of points for laboratory work is 40. The minimum required number of points is 24. Labs 1-4 form the basis of evaluation for Module 1. Labs 5-8 form the basis of evaluation for Module 2. 2. Tests and participation in the discussion of case studies during the semester include 10 + 10 = 20 (max.) points that make up the evaluation for Module 3. 3. Final evaluation in the form of an exam (max. points 40 / min. points 24)

English