Infopaket

Portfolio optimization and management

ОК10

Обов’язкова дисципліна для ОП

Second

2023/2024

2 Semester

5

Search, process, systematize and analyze information needed to solve professional and scientific problems in the field of finance, banking and insurance. (PR 4). Communicate freely in a foreign language orally and in writing on professional and scientific issues, present and discuss research results. (PR 5). Apply management skills in finance, banking and insurance. (PR 9). Justify the choice of management decisions in the field of finance, banking and insurance and evaluate their effectiveness taking into account the objectives, existing restrictions, legal and ethical aspects. (PR 12)

External form

1. Bachelor's degree. 2. Ability to perform calculations using MS Excel, prepare presentations in MS Power Point. 3. Possession of basic skills of public speaking, mathematical calculations and statistical analysis, general work with a PC.

This discipline is devoted to the study of theoretical and methodological principles of management and optimization of the financial portfolio; highlighting the practical aspects of forming a portfolio of financial assets, taking into account the peculiarities of the combination of different financial instruments in each case. Students should get an idea of forming a system of management and optimization of the financial portfolio, master the methods of making informed decisions in the field of securities management and the formation of financial thinking skills. The course is built using modern Western and domestic financial literature.

The purpose of the discipline. Consistent formation of students' knowledge related to the management and optimization of the financial portfolio, namely: securities and derivatives, the basics and features of the formation of the portfolio of financial assets and its types, mastering practical skills to calculate profitability and risk of investing in securities.

The assessment is based on a module-rating system, which provides a two-tier evaluation of the learned material, in particular the evaluation of theoretical training (20%) includes: oral reports (60%) and surveys (40%) and evaluation of practical training (80%) calculation works: presentations (50%) and individual analytical and calculation tasks (50%). The semester number of points is formed by the points received by the student in the process of mastering the material on all topics of content modules, the execution of all these creative works and the performance of individual analytical and calculation works.

English