IBF409 Investment and Portfolio Management
IBF409 Investment and Portfolio Management
Syllabus | International University of Sarajevo - Last Update on Mar 03, 2026
Syllabus Quick Jump
Search and navigate to any syllabus instantly
International Business and Finance
Šejma Aydin
Course Lecturer
Course Objectives
This course provides students with fundamental principles of risk-return trade-off, portfolio optimization, and security pricing. Students learn how to choose a portfolio of risky and risk-free assets, risk diversification, apply various models of security returns, and analyze investment performance on data from financial markets.
Learning Outcomes
After successful completion of the course, the student will be able to:
Course Materials
Required Textbook
Smart, S.B, & Zutter C, J., Fundamentals of Investing, Pearson 14th Edition, 2023.
Additional Literature
Reilly, F.K, Investment Analysis & Portfolio Management,11th Edition, 2018.Teaching Methods
Teaching methods include open class discussions with real-life investment case studies
Interactive assignments using real-world data
Gamified quizzes
Team projects involving simulated portfolio management
Hands-on financial analysis with Excel and market data
Visualization-based learning with graphs and trend animations
Real-time financial news breakdowns
Live portfolio challenges
And AI-powered tools for investment forecasting.
Weekly Topics
| Week | Topic | Readings / References |
|---|---|---|
| 1 | Introductory Lecture | |
| 2 | The Investment Environment | Chapter 1 |
| 3 | Securities Markets and Transactions & Security Market Indices | Chapter 2 & 3 |
| 4 | Investment Information and Securities Transactions | Chapter 3 |
| 5 | Assignment & Quiz 1 | |
| 6 | Modern Portfolio Concepts Return and Risk & Time Value of Money | Chapter 4 |
| 7 | Return and Risk & Time Value of Money | Chapter 5 |
| 8 | Midterm Exam | |
| 9 | Common Stocks & Market Efficiency and Behavioral Finance | Chapter 6,7, 8 & 9 |
| 10 | Fixed Income Securities and Bond Valuation | Chapter 10 & 11 |
| 11 | Mutual Funds and Exchange Traded Funds | Chapter 12 |
| 12 | Assignment & Quiz 2 | |
| 13 | Managing your portfolio | Chapter 13 |
| 14 | Derivative securities | Chapter 14 & 15 |
| 15 | Project presentations |
Course Schedule (All Sections)
| Section | Type | Day 1 | Venue 1 | Day 2 | Venue 2 |
|---|---|---|---|---|---|
| IBF409.1 | Course | Wednesday 12:00 - 14:50 | B F1.1 FBA Graduate Seminar Room | - | - |
Office Hours & Room
| Day | Time | Office | Notes |
|---|---|---|---|
| Monday | 14:00 - 17:00 | B F1.30 | |
| Wednesday | 15:00 - 17:00 | B F1.30 |
Assessment Methods and Criteria
Assessment Components
Final Exam
AI: Not AllowedAlignment with Learning Outcomes : 1 2 3 4
Midterm Exam
AI: Not AllowedAlignment with Learning Outcomes : 1 2 3 4
Project presentation
AI: Consult InstructorAlignment with Learning Outcomes : 2 3
Quizzes
AI: Not AllowedAlignment with Learning Outcomes : 1 2 4
Assignments
AI: Consult InstructorAlignment with Learning Outcomes : 1 2 3 4
Participation
AI: Not AllowedAlignment with Learning Outcomes : 1 2 3 4
IUS Grading System
| Grading Scale | IUS Grading System | IUS Coeff. | Letter (B&H) | Numerical (B&H) |
|---|---|---|---|---|
| 0 - 44 | F | 0 | F | 5 |
| 45 - 54 | E | 1 | ||
| 55 - 64 | C | 2 | E | 6 |
| 65 - 69 | C+ | 2.3 | D | 7 |
| 70 -74 | B- | 2.7 | ||
| 75 - 79 | B | 3 | C | 8 |
| 80 - 84 | B+ | 3.3 | ||
| 85 - 94 | A- | 3.7 | B | 9 |
| 95 - 100 | A | 4 | A | 10 |
Late Work Policy
Information about late submission policies will be shared during class and posted in this section. Please check back for official guidelines.
ECTS Credit Calculation
📚 Student Workload
This 6 ECTS credit course corresponds to 150 hours of total student workload, distributed as follows:
Lecture Hours
45 hours ⏳ (15 week × 3 h)
Home Study
30 hours ⏳ (15 week × 2 h)
Assignments
10 hours ⏳ (2 week × 5 h)
Term Project
15 hours ⏳ (1 week × 15 h)
Midterm Exam Study
25 hours ⏳ (1 week × 25 h)
Final Exam Study
25 hours ⏳ (1 week × 25 h)
150 Total Workload Hours
6 ECTS Credits
Course Policies
Academic Integrity
All work submitted must be your own. Plagiarism, cheating, or any form of academic dishonesty will result in disciplinary action according to university policies. When in doubt about citation practices, consult the instructor.
Attendance Policy
Students are expected to adhere to the attendance requirements as outlined in the International University of Sarajevo Study Rules and Regulations. Excessive absences, whether excused or unexcused, may impact academic performance and eligibility for assessment. Mandatory sessions (e.g., labs, workshops) require attendance unless formally exempted. For detailed policies on absences, documentation, and penalties, please refer to the official university regulations.
Technology & AI Policy
Laptops/tablets may be used for note-taking only during lectures. Phones should be silenced and put away during all class sessions. Audio/video recording requires prior permission from the instructor.
Artificial Intelligence (AI) Usage: The use of AI tools (e.g., ChatGPT, Copilot, Gemini) varies by assessment component. Please refer to the AI usage indicator next to each assessment item in the Assessment Methods and Criteria section above. Submitting AI-generated content as your own work, where AI is not explicitly allowed, constitutes an academic integrity violation.
Communication Policy
All course-related communication should occur through official university channels (institutional email or SIS). Emails should include [IBF409] in the subject line.
Academic Quality Assurance Policy
Course Academic Quality Assurance is achieved through Semester Student Survey. At the end of each academic year, the institution of higher education is obliged to evaluate work of the academic staff, or the success of realization of the curricula.
Learning Tips
Be prepared to contribute thoughtfully during class discussions, labs, or collaborative work. Active participation deepens understanding and encourages critical thinking.
Complete assigned readings or prep materials before class. Take notes, highlight key ideas, and jot down questions. Aim to grasp core concepts and their applications—not just facts.
Use course frameworks or methodologies to analyze problems, case studies, or projects. Begin early to allow time for reflection and refinement. Seek feedback to improve your work.
Don’t hesitate to reach out when something is unclear. Use office hours, discussion boards, or peer networks to clarify concepts and stay on track.
Syllabus Last Updated on Mar 03, 2026 | International University of Sarajevo
Print Syllabus
Referencing Curricula Print this page
| Course Code | Course Title | Weekly Hours* | ECTS | Weekly Class Schedule | ||||||
| T | P | |||||||||
| IBF409 | Investment and Portfolio Management | 2 | 1 | 6 | ||||||
| Prerequisite | ECON221, IBF208 | It is a prerequisite to | - | |||||||
| Lecturer | Šejma Aydin | Office Hours / Room / Phone | Monday: 14:00-17:00 Wednesday: 15:00-17:00 |
|||||||
| saydin@ius.edu.ba | ||||||||||
| Assistant | Assistant E-mail | |||||||||
| Course Objectives | This course provides students with fundamental principles of risk-return trade-off, portfolio optimization, and security pricing. Students learn how to choose a portfolio of risky and risk-free assets, risk diversification, apply various models of security returns, and analyze investment performance on data from financial markets. | |||||||||
| Textbook | Smart, S.B, & Zutter C, J., Fundamentals of Investing, Pearson 14th Edition, 2023. | |||||||||
| Additional Literature |
|
|||||||||
| Learning Outcomes | After successful completion of the course, the student will be able to: | |||||||||
|
||||||||||
| Teaching Methods | Teaching methods include open class discussions with real-life investment case studies, interactive assignments using real-world data, gamified quizzes, team projects involving simulated portfolio management, hands-on financial analysis with Excel and market data, visualization-based learning with graphs and trend animations, real-time financial news breakdowns, live portfolio challenges, and AI-powered tools for investment forecasting. | |||||||||
| Teaching Method Delivery | Face-to-face | Teaching Method Delivery Notes | ||||||||
| WEEK | TOPIC | REFERENCE | ||||||||
| Week 1 | Introductory Lecture | |||||||||
| Week 2 | The Investment Environment | Chapter 1 | ||||||||
| Week 3 | Securities Markets and Transactions & Security Market Indices | Chapter 2 & 3 | ||||||||
| Week 4 | Investment Information and Securities Transactions | Chapter 3 | ||||||||
| Week 5 | Assignment & Quiz 1 | |||||||||
| Week 6 | Modern Portfolio Concepts Return and Risk & Time Value of Money | Chapter 4 | ||||||||
| Week 7 | Return and Risk & Time Value of Money | Chapter 5 | ||||||||
| Week 8 | Midterm Exam | |||||||||
| Week 9 | Common Stocks & Market Efficiency and Behavioral Finance | Chapter 6,7, 8 & 9 | ||||||||
| Week 10 | Fixed Income Securities and Bond Valuation | Chapter 10 & 11 | ||||||||
| Week 11 | Mutual Funds and Exchange Traded Funds | Chapter 12 | ||||||||
| Week 12 | Assignment & Quiz 2 | |||||||||
| Week 13 | Managing your portfolio | Chapter 13 | ||||||||
| Week 14 | Derivative securities | Chapter 14 & 15 | ||||||||
| Week 15 | Project presentations | |||||||||
| Assessment Methods and Criteria | Evaluation Tool | Quantity | Weight | Alignment with LOs | AI Usage |
| Final Exam | 1 | 30 | 1,2,3,4 | Not Allowed | |
| Semester Evaluation Components | |||||
| Midterm Exam | 1 | 30 | 1,2,3,4 | Not Allowed | |
| Project presentation | 1 | 15 | 2,3 | Consult Instructor | |
| Quizzes | 2 | 10 | 1,2,4 | Not Allowed | |
| Assignments | 2 | 10 | 1,2,3,4 | Consult Instructor | |
| Participation | 1 | 5 | 1,2,3,4 | Not Allowed | |
| *** ECTS Credit Calculation *** | |||||
| Activity | Hours | Weeks | Student Workload Hours | Activity | Hours | Weeks | Student Workload Hours | |||
| Lecture Hours | 3 | 15 | 45 | Home Study | 2 | 15 | 30 | |||
| Assignments | 5 | 2 | 10 | Term Project | 15 | 1 | 15 | |||
| Midterm Exam Study | 25 | 1 | 25 | Final Exam Study | 25 | 1 | 25 | |||
| Total Workload Hours = | 150 | |||||||||
| *T= Teaching, P= Practice | ECTS Credit = | 6 | ||||||||
| Course Academic Quality Assurance: Semester Student Survey | Last Update Date: 09/03/2026 | |||||||||