Decision-making in the capital market 2600-PDI-OG
Characteristics of the capital market. Regulators and participants
Classification and characteristics of financial instruments.
Assumptions and basics of technical and fundamental analysis, stock market indicators.
Characteristics of financial investments
Determinants of financial investments
Criteria for financial decisions. Rate of return and risk
Basic performance measures of financial investments
Types and measures of investment risk
Investment risk management using futures contracts
Basics of investment portfolio construction
Diversification of investment portfolio risk
Course coordinators
Type of course
Mode
Prerequisites (description)
Learning outcomes
After the completion of the course the student:
- be able to decide on the choice of instruments to invest in the capital market
- find differences between equity and debt instruments
- decide on the choice of investment
- estimate the investment risk
- apply derivatives to manage financial risk
- compare investment performance
- construct a portfolio of instruments with an assumed level of risk
Assessment criteria
A pass in the form of a single-choice test in a remote form on an online platform. Possibility to increase the grade by one step for students who actively participate in the classes.
Bibliography
Jajuga K., Jajuga T., Inwestycje, Wydawnictwo Naukowe PWN, Warszawa 2010
Francis J.C. Inwestycje. Analiza i zarządzanie, WIG Press 2000
Ostrowska E. 2011, Portfel inwestycyjny klasyczny i alternatywny, C.H. Beck, Warszawa.
Bodie, Kane, Marcus 2018, Essential of Investments, Mc Grow Hill Education