Wealth ManagementLaajuus (5 cr)
Code: AL00CJ22
Credits
5 op
Objective
The student is able to
- describe the risk and return characteristics of different asset classes such as equities, fixed income, real estate, and commodities.
- understand the basic concepts of portfolio management including strategic and tactical asset allocation as well as the effect of diversification on risk and return.
- draft an investment policy statement based on risk tolerance, long-term return objective and liquidity requirements.
Enrollment
06.05.2024 - 30.08.2024
Timing
01.01.2025 - 31.05.2025
Number of ECTS credits allocated
5 op
Virtual portion
5 op
Mode of delivery
Distance learning
Unit
Faculty of Business and Hospitality Management (LAB)
Campus
E-campus
Teaching languages
- English
Seats
20 - 50
Degree programmes
- Complementary competence and optional courses taught in English: Bachelors
Teachers
- Riitta Mähönen
Groups
-
LLABTO24-25EComplementary competence (Bachelor's) 2024-2025, Faculty of Business and Hospitality Management
Learning outcomes
The student is able to
- describe the risk and return characteristics of different asset classes such as equities, fixed income, real estate, and commodities.
- understand the basic concepts of portfolio management including strategic and tactical asset allocation as well as the effect of diversification on risk and return.
- draft an investment policy statement based on risk tolerance, long-term return objective and liquidity requirements.
Assessment scale
1-5
Enrollment
20.11.2023 - 12.01.2024
Timing
11.01.2024 - 10.03.2024
Number of ECTS credits allocated
5 op
Virtual portion
5 op
Mode of delivery
Distance learning
Unit
Faculty of Business and Hospitality Management (LAB)
Campus
E-campus
Teaching languages
- English
Seats
0 - 50
Degree programmes
- Complementary competence and optional courses taught in English: Bachelors
Teachers
- Riitta Mähönen
Scheduling groups
- Online lectures (Size: 0. Open UAS: 0.)
Groups
-
LLABTO23-24EComplementary competence (Bachelor's) 2023-2024, Faculty of Business and Hospitality Management
-
LLTIEX24K2
-
LLTIEX24K1
-
LLPREX24KH
-
LLPREX24KIB
Small groups
- Online lectures
Learning outcomes
The student is able to
- describe the risk and return characteristics of different asset classes such as equities, fixed income, real estate, and commodities.
- understand the basic concepts of portfolio management including strategic and tactical asset allocation as well as the effect of diversification on risk and return.
- draft an investment policy statement based on risk tolerance, long-term return objective and liquidity requirements.
Implementation and methods of teaching
Lectures, exercises and online exam.
The first online lecture will take place on week 2.
There are seven lectures and they are held weekly. The last lecture week 8 and after that multiple choice exam.
The assessment of the course will be based on assignments and multiple-choice exercise. the timetable for which will be decided together at the first lecture.
Timing and attendance
Attending lectures recommended.
Learning material and recommended literature
Material will be added in Moodle.
Assessment scale
1-5
Assessment criteria: level 1 (assessment scale 1–5)
The student knows the basic terminology of investing and is familiar with investment instruments, the principles of investment theories and investment planning, the importance of ratios and the returns and risks associated with investment activities.
Assessment criteria: level 3 (assessment scale 1–5)
The student knows the professional vocabulary of investing and knows the principles of different investment instruments, as well as how to make an appropriate investment plan and how to choose the appropriate investment instruments for an investment portfolio. The student will be familiar with the most common investment theories, the importance of ratios, the formation of returns and the risks associated with investment activities.
Assessment criteria: level 5 (assessment scale 1–5)
The student has a good knowledge of investment vocabulary and the most common investment theories, understands the principles of different investment instruments, can draw up an investment plan and select the appropriate investment instruments for an investment portfolio, can calculate the return on an investment and assess the risk of an investment using various indicators.
Enrollment
21.11.2022 - 15.01.2023
Timing
11.01.2023 - 30.04.2023
Number of ECTS credits allocated
5 op
Virtual portion
5 op
Mode of delivery
Distance learning
Unit
Faculty of Business and Hospitality Management (LAB)
Campus
E-campus, Lahti
Teaching languages
- English
Seats
0 - 50
Degree programmes
- Complementary competence and optional courses, Bachelors
Teachers
- Riitta Mähönen
Scheduling groups
- Luennot (Size: 0. Open UAS: 0.)
Groups
-
LLTIEX23K1
-
LLABTO23H
-
LLTIEX23K2
-
LLPREX23KIB
Small groups
- Luennot 1
Learning outcomes
The student is able to
- describe the risk and return characteristics of different asset classes such as equities, fixed income, real estate, and commodities.
- understand the basic concepts of portfolio management including strategic and tactical asset allocation as well as the effect of diversification on risk and return.
- draft an investment policy statement based on risk tolerance, long-term return objective and liquidity requirements.
Implementation and methods of teaching
Lectures, exercises and online exams.
The first online lecture will take place on week 5.
There will be six lectures in total.
The assessment of the course will be based on assignments (3) and multiple-choice exercise. the timetable for which will be decided together at the first lecture.
Timing and attendance
Attending lectures recommended.
Learning material and recommended literature
Material will be added in Moodle.
Assessment scale
1-5
Assessment criteria: level 1 (assessment scale 1–5)
The student knows the basic terminology of investing and is familiar with investment instruments, the principles of investment theories and investment planning, the importance of ratios and the returns and risks associated with investment activities.
Assessment criteria: level 3 (assessment scale 1–5)
The student knows the professional vocabulary of investing and knows the principles of different investment instruments, as well as how to make an appropriate investment plan and how to choose the appropriate investment instruments for an investment portfolio. The student will be familiar with the most common investment theories, the importance of ratios, the formation of returns and the risks associated with investment activities.
Assessment criteria: level 5 (assessment scale 1–5)
The student has a good knowledge of investment vocabulary and the most common investment theories, understands the principles of different investment instruments, can draw up an investment plan and select the appropriate investment instruments for an investment portfolio, can calculate the return on an investment and assess the risk of an investment using various indicators.
Enrollment
01.07.2022 - 04.09.2022
Timing
07.09.2022 - 27.11.2022
Number of ECTS credits allocated
5 op
Mode of delivery
Contact teaching
Unit
Faculty of Business and Hospitality Management (LAB)
Campus
Lahti Campus
Teaching languages
- English
Degree programmes
- Bachelor's Degree Programme in International Business
- Complementary competence and optional courses, Bachelors
Teachers
- Henri Huovinen
Scheduling groups
- Luennot (Size: 0. Open UAS: 0.)
Groups
-
LLABTO22H
-
LLTIEX22S1
Small groups
- Luennot 1
Learning outcomes
The student is able to
- describe the risk and return characteristics of different asset classes such as equities, fixed income, real estate, and commodities.
- understand the basic concepts of portfolio management including strategic and tactical asset allocation as well as the effect of diversification on risk and return.
- draft an investment policy statement based on risk tolerance, long-term return objective and liquidity requirements.
Implementation and methods of teaching
Lectures, exercises and online exams.
The first online lecture will take place on 7 September from 14.00-16.00.
After that, there will be weekly lectures on Wednesdays at the same time. There will be six lectures in total.
The assessment of the course will be based on multiple-choice exercises and an investment portfolio report, the timetable for which will be announced at the first lecture.
Timing and attendance
Attending lectures recommended.
Learning material and recommended literature
Material will be added in Moodle.
Assessment scale
1-5
Assessment criteria: level 1 (assessment scale 1–5)
The student knows the basic terminology of investing and is familiar with investment instruments, the principles of investment theories and investment planning, the importance of ratios and the returns and risks associated with investment activities.
Assessment criteria: level 3 (assessment scale 1–5)
The student knows the professional vocabulary of investing and knows the principles of different investment instruments, as well as how to make an appropriate investment plan and how to choose the appropriate investment instruments for an investment portfolio. The student will be familiar with the most common investment theories, the importance of ratios, the formation of returns and the risks associated with investment activities.
Assessment criteria: level 5 (assessment scale 1–5)
The student has a good knowledge of investment vocabulary and the most common investment theories, understands the principles of different investment instruments, can draw up an investment plan and select the appropriate investment instruments for an investment portfolio, can calculate the return on an investment and assess the risk of an investment using various indicators.