IBF409 Investment and Portfolio Management

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Course Code Course Title Weekly Hours* ECTS Weekly Class Schedule
T P
IBF409 Investment and Portfolio Management 3 0 6 Tuesday, 13:00 - 14:50/ Thursday, 11:00 - 11:50
Prerequisite ECON221, IBF208 It is a prerequisite to

None

Lecturer Office Hours / Room / Phone

Currently not available

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Assistant Assistant E-mail
Course Objectives This course is designed to provide 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, how to apply various models of security returns, and how to analyze investment performance on data from financial markets.
Textbook 1. Smart, S., Gitman, L., Joehnk, M., Fundamentals of Investing, Pearson 13th Edition, 2017. 2. Reilly, F.K, Brown, K.C. Investment Analysis & Portfolio Management,10th Edition, 2012.
Learning Outcomes After successful  completion of the course, the student will be able to:
  1. Analyze theoretical foundation of modern portfolio theory.
  2. Differentiate among major groups of investors and their investment objectives and constraints.
  3. Demonstrate knowledge on portfolio optimization, objectives and constraints in portfolio management.
  4. Evaluate portfolio performance.
Teaching Methods Open class discussions with real-life examples, active tutorial sessions for engaged learning and continuous feedback on progress, team assignments, quizzes, team projects that involve theoretical and practical segments of real data, computer analysis, summary, interpretation, and reporting. 
WEEK TOPIC REFERENCE
Week 1 Introductory Lecture
Week 2 The Investment Environment Chapter 1 (book 1)
Week 3 Securities Markets and Transactions & Security Market Indices Chapter 2 (book 1) Chapter 5 (book 2)
Week 4 Modern Portfolio Concepts & Quiz 1 Chapter 5 (book 1) March 12
Week 5 Stocks Chapter 6, 7 & 8 (book 1) 12, 13 14, 15 & 16 (book 2)
Week 6 Market Efficiency and Behavioral Finance Chapter 9 ref (book 1) 6 (book 2)
Week 7 Midterm Exam
Week 8 Fixed-Income Securities Chapter 10 (book 1)
Week 9 Mutual Funds and Exchange-Traded Funds Chapter 12 (book 1)
Week 10 Managing Your Own Portfolio Chapter 13 (book 1)
Week 11 Bonds and Bond Portfolio Management Strategies & Quiz 2 Chapter 11 (book 1) 17,18 & 19 (book 2) April 30
Week 12 Derivative Security Analysis Chapter 14 & 15 (book 1) 20, 21, 22 & 23 (book 2)
Week 13 Derivative Security Analysis Chapter 14 & 15 (book 1) 20, 21, 22 & 23 (book 2)
Week 14 Evaluation of Portfolio Performance Chapter 25 (book 2)
Week 15 Group project and presentation
Assessment Methods and Criteria Evaluation Tool Quantity Weight Alignment with LOs
Final Exam 1 40 1,2,3,4
Semester Evaluation Compenents
Midterm Exam 1 30 1,2,3,4
Term project and presentation 1 20 2,3
Assignments (quizzes) 2 10 1,2,4
***     ECTS Credit Calculation     ***
 Activity Hours Weeks Student Workload Hours Activity Hours Weeks Student Workload Hours
Lecture Hours 3 15 45 Term Project 17 1 17
Home Study 2 14 28 Midterm Exam Study 22 1 22
Assignments 10 1 10 Final Exam Study 28 1 28
        Total Workload Hours = 150
*T= Teaching, P= Practice ECTS Credit = 6
Course Academic Quality Assurance: Semester Student Survey Last Update Date: 06/11/2020
QR Code for https://ecampus.ius.edu.ba/course/ibf208-business-finance

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