PFFINVA The Financial Investment

Faculty of Economics and Administration
Spring 2009
Extent and Intensity
2/2. 5 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Dagmar Vágnerová Linnertová, Ph.D. (lecturer)
Ing. Dagmar Vágnerová Linnertová, Ph.D. (seminar tutor)
Guaranteed by
doc. Ing. Martin Svoboda, Ph.D.
Department of Finance – Faculty of Economics and Administration
Contact Person: Mgr. Jana Nesvadbová
Timetable
Wed 16:20–17:55 S308
  • Timetable of Seminar Groups:
PFFINVA/1: Wed 18:00–19:35 S308, D. Vágnerová Linnertová
Prerequisites
The course is intended for all students.
Course Enrolment Limitations
The course is also offered to the students of the fields other than those the course is directly associated with.
fields of study / plans the course is directly associated with
Course objectives
The main aim of the subject – The Financial Investment is introduced to students with financial market assets and financial investment. There will be introduced basic characteristics of financial market trends, new financial assets and their usage in modern portfolio. The subject is focused on deeper analysis of forms, kinds and manners of investment with securities or other financial instruments. This course takes up knowledge gained in the course Financial Markets. The course is dividend in individual lectures. The attention is focused on understanding of investment background, explanation of particular financial products and investment strategies. In this course there are also introduced tendencies in financial market development and its impact on situation in capital market.


Course objectives Knowledge gained in this source deeper students information about capital market. This knowledge serves as a background for comprehension of the subsequent courses related with finance.

Syllabus
  • Outline

  • 1. Investment strategies

  • 2. Investment strategies: advantages, risks, current and future trends

  • 3. Active vs. passive investments

  • 4. Index products

  • 5. Background of guaranteed products

  • 6. Structured bonds

  • 7. Portfolio management

  • 8. Individual investment strategy

  • 9. Modern Portfolio Theory

  • 10. Theoretical Background of Diversification

  • 11. Modern Portfolio Theory: application

  • 12. Financial Investment Tendencies

Literature
  • MISHKIN, Frederic S. The economics of money, banking and financial markets. 7th ed. Boston: Addison-Wesley, 2004, xxxix, 679. ISBN 0-321-12235-6. info
  • MISHKIN, Frederic S. and Stanley G. EAKINS. Financial markets and institutions. 4th ed. Boston: Addison-Wesley, 2003, xxxv, 697. ISBN 0-321-11637-2. info
  • MUSÍLEK, Petr. Trhy cenných papírů. Vyd. 1. Praha: Ekopress, 2002, 459 s. ISBN 8086119556. info
  • MUSÍLEK, Petr. Finanční trhy a investiční bankovnictví. Praha: ETC Publishing, 1999, 852 s. ISBN 80-86006-78-6. info
  • MUSÍLEK, Petr. Finanční trhy : instrumenty, instituce a management. 2. vyd. Praha: Vysoká škola ekonomická v Praze, 1996, 418 s. ISBN 8070797266. info
  • BENEŠ, Václav and Petr MUSÍLEK. Burzy a burzovní obchody. Illustrated by Jiří Slíva. Vyd. 1. Praha: Informatorium, 1991, 229 s. ISBN 80-85427-00-1. info
Assessment methods
The course has a form of a lecture. The course is concluded by the written examination and short oral discussion. Student must elaborate and deliver an essay.
Language of instruction
English
Further comments (probably available only in Czech)
Study Materials
The course is taught annually.
Information on the per-term frequency of the course: spring semester.
  • Enrolment Statistics (recent)
  • Permalink: https://is.muni.cz/course/econ/spring2009/PFFINVA