Infopaket

Investments

OK 1.21

Обов’язкова дисципліна для ОП

First

2021/2022

4 Semester

5

PLO8. Understand the organizational and economic mechanism of enterprise management and evaluate the effectiveness of decision-making using accounting and analytical information. PLO9. Identify and assess the risks of economic activity of enterprises. PLO11. To determine the directions of increasing the efficiency of formation of financial resources, their distribution and control of the use at the level of enterprises of different organizational and legal forms of ownership. PLO13. Understand the peculiarities of the functioning of enterprises in modern economic conditions and demonstrate an understanding of their market positioning.

1. To know: theoretical fundamentals of macro- and microeconomics, economic theory, bases of financial and economic parameters of the enterprise effectiveness 2. To use: skills of analysis, synthesis, processing and presentation of statistical data, work with the legal frameworks, use of Microsoft Office Word, Microsoft Office Excel, Microsoft PowerPoint.

In this course theoretical principles of investment, forms of investment and problems of financial support of investment processes in Ukraine are revealed. The following are covered: state regulation of investment activity; management of investment support for structural adjustment of the economy; features of attracting foreign investment in the innovative development of industrial enterprises. The following are disclosed: tools and principles of substantiation of management decisions in investment activity of enterprises; basic provisions of investment design; the concept of the cost of capital in the investment analysis. The following are covered: methodological bases of assessing the investment attractiveness of enterprises, features of the analysis of investment projects in terms of risk, the principles of formation and optimization of the investment portfolio; tools for evaluating the effectiveness of securities portfolio management; organization of investment monitoring.

Teaching methods: lectures, practice sessions, individual work of student. Discussions, surveys, problem solving, modular tests take place during scheduled classes. The student's independent work is based on performing of individual calculation tasks related to the analysis of the structure of investment costs, assessing the investment attractiveness of enterprises, determining the effectiveness of investment projects, the formation of investment portfolios of enterprises. Individual work of students consists 2 complex tasks. Also, 2 modular tests are included into the course.

1. Oral interview, discussion (max 10 points / min 6 points). 2. Problems solving (max 20 points / min 12 points). 3. Modular tests (max 20 points / min 12 points). 4. Individual work (max 10 points / min 6 points). 5. Exam (max 40 points / min 24 points).

Ukrainiane