Zachodniopomorski Uniwersytet Technologiczny w Szczecinie

Administracja Centralna Uczelni - Wymiana międzynarodowa (S2)

Sylabus przedmiotu Strategic Investing:

Informacje podstawowe

Kierunek studiów Wymiana międzynarodowa
Forma studiów studia stacjonarne Poziom drugiego stopnia
Tytuł zawodowy absolwenta
Obszary studiów
Profil
Moduł
Przedmiot Strategic Investing
Specjalność przedmiot wspólny
Jednostka prowadząca Katedra Zarządzania Przedsiębiorstwami
Nauczyciel odpowiedzialny Aleksandra Grzesiuk <agrzesiuk@zut.edu.pl>
Inni nauczyciele
ECTS (planowane) 3,0 ECTS (formy) 3,0
Forma zaliczenia zaliczenie Język angielski
Blok obieralny Grupa obieralna

Formy dydaktyczne

Forma dydaktycznaKODSemestrGodzinyECTSWagaZaliczenie
wykładyW1 10 1,00,50zaliczenie
projektyP1 20 2,00,50zaliczenie

Wymagania wstępne

KODWymaganie wstępne
W-1The students should have a basic understanding of economics, accounting and finance (e.g. Corporate Finance).

Cele przedmiotu

KODCel modułu/przedmiotu
C-1Students learn how to design individual investing strategy, to achieve investor's finanscial and investment goals a/ what guides an investor's decisions based on goals, risk tolerance, and future needs for capital b/ as this is done by institutional investors such as fund companies, insurances or highly profitable and liquid non-banks. c/ investment strategies for individuals as investments for retirement period In doing so the student have a close look at targets, asset classes and investment strategies; , time period and investment portfolio;l capture differenced in investment strategieg in different countries

Treści programowe z podziałem na formy zajęć

KODTreść programowaGodziny
projekty
T-P-1Markets and Instruments - Money Markets, Fixed-Income Capital Markets, Equities, Indexes, Derivatives, Countries2
T-P-2Portfolio Theory - Risk and Risk Aversion - Asset Allocation - Portfolio Management - Investment Strategies2
T-P-3The critical connection between macro- and micro-investing2
T-P-4Asset Allocation2
T-P-5Sector Rotation2
T-P-6Style Investing2
T-P-7Strategies for Individual Investors - differencec between countries2
T-P-8Strategies for Individual Investors - strategies for retirement period6
20
wykłady
T-W-1Introduction: Remembering the Main Themes of Investments - Multinational Capital Budgeting, Multinational Cost of Capital and Capital Structure, Real Assets vs. Financial Assets or Direct Foreign Investments vs. Capital or Portfolio Investment4
T-W-2Markets and Instruments - Money Markets, Fixed-Income Capital Markets, Equities, Indexes, Derivatives, Countries2
T-W-3Portfolio Theory - Risk and Risk Aversion - Asset Allocation - Portfolio Management - Investment Strategies2
T-W-4Strategies for Individual Investors - strategies for retirement period2
10

Obciążenie pracą studenta - formy aktywności

KODForma aktywnościGodziny
projekty
A-P-1attendance20
A-P-2own work30
50
wykłady
A-W-1own work15
A-W-2attendance10
25

Metody nauczania / narzędzia dydaktyczne

KODMetoda nauczania / narzędzie dydaktyczne
M-1Lecture, workshop

Sposoby oceny

KODSposób oceny
S-1Ocena formująca: activity excercies during classes
S-2Ocena formująca: project
S-3Ocena formująca: presentation of a project

Zamierzone efekty uczenia się - wiedza

Zamierzone efekty uczenia sięOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
WM-WEKON_1-_??_W01
Student has in-depth knowledge of the types of individual investments
C-1T-W-1, T-W-4, T-W-3, T-W-2, T-P-1, T-P-2, T-P-3, T-P-4, T-P-5, T-P-6, T-P-7, T-P-8M-1S-3

Zamierzone efekty uczenia się - umiejętności

Zamierzone efekty uczenia sięOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
WM-WEKON_1-_SIV_U01
Student is able to analyze the investment, understands the complexity of investment decisions, is able to prepare an investment portfolio for various investors
C-1T-P-2, T-P-8M-1S-2, S-3

Zamierzone efekty uczenia się - inne kompetencje społeczne i personalne

Zamierzone efekty uczenia sięOdniesienie do efektów kształcenia dla kierunku studiówOdniesienie do efektów zdefiniowanych dla obszaru kształceniaCel przedmiotuTreści programoweMetody nauczaniaSposób oceny
WM-WEKON_1-_SIV_K01
Obtaining skills in group working, team discussion and public presentation
C-1T-P-8M-1S-2, S-3

Kryterium oceny - wiedza

Efekt uczenia sięOcenaKryterium oceny
WM-WEKON_1-_??_W01
Student has in-depth knowledge of the types of individual investments
2,0
3,0Student correctly defines some concepts of strategic investing
3,5
4,0
4,5
5,0

Kryterium oceny - umiejętności

Efekt uczenia sięOcenaKryterium oceny
WM-WEKON_1-_SIV_U01
Student is able to analyze the investment, understands the complexity of investment decisions, is able to prepare an investment portfolio for various investors
2,0
3,0Student correctly correctly designed strategic investing portfolio
3,5
4,0
4,5
5,0

Kryterium oceny - inne kompetencje społeczne i personalne

Efekt uczenia sięOcenaKryterium oceny
WM-WEKON_1-_SIV_K01
Obtaining skills in group working, team discussion and public presentation
2,0
3,0Student correctly presents the project (oral presentation) with the use of IT tools
3,5
4,0
4,5
5,0

Literatura podstawowa

  1. Joseph Calandro Calandro, CREATING STSRATEGIC VALUE: Applying Value Investing Principles to Corporate Management, COLUMBIA UNIV PR, 2020
  2. Stephen Horan, Robert R. Johnson, Thomas Robinson, Strategic Value Investing: Practical Techniques of Leading Value Investors, MCGRAW HILL BOOK CO, 2014
  3. Madura, Jeff and Fox, Roland, International Financial Management, Cengage Learning EMEA, Hampshire UK, 2014

Literatura dodatkowa

  1. Aswath Damodaran, Investment Philosophies, John Wiley & Sons, 2012
  2. Robert C. Miner, High Probability Trading Strategies, John Wiley & Sons, 2008, Edycja 1.

Treści programowe - projekty

KODTreść programowaGodziny
T-P-1Markets and Instruments - Money Markets, Fixed-Income Capital Markets, Equities, Indexes, Derivatives, Countries2
T-P-2Portfolio Theory - Risk and Risk Aversion - Asset Allocation - Portfolio Management - Investment Strategies2
T-P-3The critical connection between macro- and micro-investing2
T-P-4Asset Allocation2
T-P-5Sector Rotation2
T-P-6Style Investing2
T-P-7Strategies for Individual Investors - differencec between countries2
T-P-8Strategies for Individual Investors - strategies for retirement period6
20

Treści programowe - wykłady

KODTreść programowaGodziny
T-W-1Introduction: Remembering the Main Themes of Investments - Multinational Capital Budgeting, Multinational Cost of Capital and Capital Structure, Real Assets vs. Financial Assets or Direct Foreign Investments vs. Capital or Portfolio Investment4
T-W-2Markets and Instruments - Money Markets, Fixed-Income Capital Markets, Equities, Indexes, Derivatives, Countries2
T-W-3Portfolio Theory - Risk and Risk Aversion - Asset Allocation - Portfolio Management - Investment Strategies2
T-W-4Strategies for Individual Investors - strategies for retirement period2
10

Formy aktywności - projekty

KODForma aktywnościGodziny
A-P-1attendance20
A-P-2own work30
50
(*) 1 punkt ECTS, odpowiada około 30 godzinom aktywności studenta

Formy aktywności - wykłady

KODForma aktywnościGodziny
A-W-1own work15
A-W-2attendance10
25
(*) 1 punkt ECTS, odpowiada około 30 godzinom aktywności studenta
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięWM-WEKON_1-_??_W01Student has in-depth knowledge of the types of individual investments
Cel przedmiotuC-1Students learn how to design individual investing strategy, to achieve investor's finanscial and investment goals a/ what guides an investor's decisions based on goals, risk tolerance, and future needs for capital b/ as this is done by institutional investors such as fund companies, insurances or highly profitable and liquid non-banks. c/ investment strategies for individuals as investments for retirement period In doing so the student have a close look at targets, asset classes and investment strategies; , time period and investment portfolio;l capture differenced in investment strategieg in different countries
Treści programoweT-W-1Introduction: Remembering the Main Themes of Investments - Multinational Capital Budgeting, Multinational Cost of Capital and Capital Structure, Real Assets vs. Financial Assets or Direct Foreign Investments vs. Capital or Portfolio Investment
T-W-4Strategies for Individual Investors - strategies for retirement period
T-W-3Portfolio Theory - Risk and Risk Aversion - Asset Allocation - Portfolio Management - Investment Strategies
T-W-2Markets and Instruments - Money Markets, Fixed-Income Capital Markets, Equities, Indexes, Derivatives, Countries
T-P-1Markets and Instruments - Money Markets, Fixed-Income Capital Markets, Equities, Indexes, Derivatives, Countries
T-P-2Portfolio Theory - Risk and Risk Aversion - Asset Allocation - Portfolio Management - Investment Strategies
T-P-3The critical connection between macro- and micro-investing
T-P-4Asset Allocation
T-P-5Sector Rotation
T-P-6Style Investing
T-P-7Strategies for Individual Investors - differencec between countries
T-P-8Strategies for Individual Investors - strategies for retirement period
Metody nauczaniaM-1Lecture, workshop
Sposób ocenyS-3Ocena formująca: presentation of a project
Kryteria ocenyOcenaKryterium oceny
2,0
3,0Student correctly defines some concepts of strategic investing
3,5
4,0
4,5
5,0
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięWM-WEKON_1-_SIV_U01Student is able to analyze the investment, understands the complexity of investment decisions, is able to prepare an investment portfolio for various investors
Cel przedmiotuC-1Students learn how to design individual investing strategy, to achieve investor's finanscial and investment goals a/ what guides an investor's decisions based on goals, risk tolerance, and future needs for capital b/ as this is done by institutional investors such as fund companies, insurances or highly profitable and liquid non-banks. c/ investment strategies for individuals as investments for retirement period In doing so the student have a close look at targets, asset classes and investment strategies; , time period and investment portfolio;l capture differenced in investment strategieg in different countries
Treści programoweT-P-2Portfolio Theory - Risk and Risk Aversion - Asset Allocation - Portfolio Management - Investment Strategies
T-P-8Strategies for Individual Investors - strategies for retirement period
Metody nauczaniaM-1Lecture, workshop
Sposób ocenyS-2Ocena formująca: project
S-3Ocena formująca: presentation of a project
Kryteria ocenyOcenaKryterium oceny
2,0
3,0Student correctly correctly designed strategic investing portfolio
3,5
4,0
4,5
5,0
PoleKODZnaczenie kodu
Zamierzone efekty uczenia sięWM-WEKON_1-_SIV_K01Obtaining skills in group working, team discussion and public presentation
Cel przedmiotuC-1Students learn how to design individual investing strategy, to achieve investor's finanscial and investment goals a/ what guides an investor's decisions based on goals, risk tolerance, and future needs for capital b/ as this is done by institutional investors such as fund companies, insurances or highly profitable and liquid non-banks. c/ investment strategies for individuals as investments for retirement period In doing so the student have a close look at targets, asset classes and investment strategies; , time period and investment portfolio;l capture differenced in investment strategieg in different countries
Treści programoweT-P-8Strategies for Individual Investors - strategies for retirement period
Metody nauczaniaM-1Lecture, workshop
Sposób ocenyS-2Ocena formująca: project
S-3Ocena formująca: presentation of a project
Kryteria ocenyOcenaKryterium oceny
2,0
3,0Student correctly presents the project (oral presentation) with the use of IT tools
3,5
4,0
4,5
5,0