Course unit description Course unit code Course unit title Name and title of lecturer Department Faculty Level of course Semester ECTS credits VU credits Classroom hours Prerequisites Language of instruction Objective of the course and learning outcomes Course Unit Content Reading list TV 1406 Investment Management Lecturer Petras Dubinskas VU IBS VU Bachelor Autumn 4,5 3 In total 48 hours Lectures 32 hours Seminars 16 hours Microeconomics, Macroeconomics, Money and credit, English The objective of the subject of Investment Management is to comprehend, to be able to recognise and apply the concepts of investment management, provide theoretical and practical knowledge about the mechanisms of financial and non-financial property markets, to define their profitability and risks, to make up investment portfolio and understand how they are managed.. Ability to successfully apply the received knowledge and practical skills in the global business environment. The course comprises several main themes – personal assets management, the scope of investment diversity, the basics of the functioning of the securities markets, investment laws, strategy, tactics, the compilation of the securities portfolio and its management. The theoretical part of the course introduces personal property management, its risks and investment return opportunities, investing into shares, bonds, the subjects of collective investments, investment laws, strategies, tactics,the new investment products, the composition of investment portfolios and their management theory and practice. During the lectures the teaching material is illustrated by the examples from Lithuania and other Baltic states, the East, the West and the Middle and the West European countries, USA, Japan, China, Brazil, Russia, the latest news about securities markets and statistical information and the information from online resources. In the tutorials students enrich their theoretical knowledge by analysing practical situations .The volume of the course – one semester. The forms of delivery – lectures and tutorials. Assessment forms – tests (control papers), reports, and Supplementary literature Teaching methods Attendance requirements Assessment requirements Assessment methods Approved by the department examinations. 1.Zvi Bodie, Alex Kane, Alan J. Marcus. Investments. Sixth edition. International edition, 2005, 1090 p. 2. Секреты инвестиционного дела. Всё, что нужно знатъ об инвестициях. Под редакцией Джеимса Пикфорда. М., ,,Олимп – Бизнес”, 2006 г., 464 с. 3. V. Katkus. Privačioji bankininkystė (asmeninio turto valdymo principai). V., Lietuvos bankininkystės, draudimo ir finansų institutas, 2000, 420 p. 4. Gitanas Kancerevyčius. Finansai ir investicijos. Bankas Snoras, V., 2003, 880 p. 5. Frederic S. Mishkin. The Economics of Money, Banking, and Financial Marcets. Seventh Edition. Addison-Wesley, 2004, 679 p. http://www.awbc.com/mishkin/. 1. E.Valatkevičius. Investicijų mokslas. Technologija. K., 2006, 324 2. Robert T. Kiyosaki, Sharon L. Lechter. Turtingojo tėčio investavimo vadovas. Į ką investuoja turtuoliai ir ko nežino vargšai ir vidurinioji klasė. V., SIROKAS PUBLISHING, 2006, 392 p. 3. Lietuvos akcijų rinkos gidas (lietuvių - anglų kalbomis). Investicinių portfelių valdymas. 2006, 168 p. http://www.indexfund.lt/lt/ To master the theory and methodises the students are given the summaries of the lectures that they study individually. In the lectures each topic is discussed, uncertain parts are analysed trying to demonstrate theoretical facts with practical samples, in order to better comprehend and master the delivered theories. Each summary of the given subject is also supplemented by the recommended literature and references to relevant and useful articles and internet websites. During the theoretical lectures polemic delivery of the lecture is applied, but in the tutorials the students give presentations on the topics, prepared individually or in teams. During the studies the students are assessed for the three main written themes of the subject that comprise the final test. The students’ answers allow evaluating their mastering of the supplied information of the subject. The attendance of tutorials is compulsory, it is also obligatory to do tests, to present the individual and group assignments and participate actively in discussions, act as opponents in the seminars. Examination. Three tests in written form with questions, a presentation on the individual assignment or participation in a team- work presentation. Examination. Trying to receive this evaluation a student 2 has to get a positive assessment of his/her knowledge in each of the three written tests, a respective score in individual assignment or participation in a team- work. Approved by the Study Programme Committee 3