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Institution: Vilniaus kolegija/University of Applied Sciences Study Programme: Software Engineering Faculty Subject/Course Course code (if any) Number of ECTS Credits Semester (Autumn, Spring) Subject/Course form (classroom, e-Learning, individual) Teacher Teacher’s contact information Economics Investment management 5 Autumn, Spring classroom Rokas Gegieckas [email protected] Learning outcomes Knowledge and practical skills how to from investment portfolio: identification of investment goals, time perspective and risk tolerance, choosing right asset allocation, identifying most suitable strategy, instrument selection and rebalancing according to changed conditions in the market or investment goals. Description of the subject/course This subject provides basic knowledge about investment and how invests efficiently. It identifies characteristics of different asset classes and their sub-classes, which of them and in what proportions to take then forming investment portfolio according to investment goal, how to choose investment strategy according to investment goals and how to choose optimal instruments. This subject also analyses how to evaluate risk and return of investment portfolio and how to make adjustments in portfolio in case market conditions, investment strategy or investment goals change. Plan of studies Titles of the main themes 1. Investment management fundamentals 2. Financial instrument asset classes and their characteristics 3. Investment strategies 4. Risk and return evaluation, efficient frontier and modern portfolio theory 5. Forming and managing investment portfolio Total number of hours Number of contact hours Consultation Number of hours for independent students’ work Lectures Practical learning 4 4 8 4 6 4 8 4 2 14 6 8 4 24 34 24 8 67 4 2 12 13 Means of assessment FE = 0,15 · (X1 + X2) + 0,3 · X3 + 0,4 · X4, as FE – final evaluation; X1,2 - control works; X3 - self-contained work, X4 – examination. Recommended literature: 1. 2. 3. 4. 5. 6. 7. Benjamin Graham. The Intelligent Investor. Collins, 2005. Anthony Crescenzi. Strategic Bond Investor. McGraw-Hill, 2002. Philip Fisher. Common Stocks and Uncommon Profits. Wiley, 2003 Richard (Rick) Ferri. All About Asset Allocation. McGraw-Hill, 2010 William Bernstein. The Four Pillars of Investing. McGraw-Hill, 2010 Jeremy J. Siegel. Stocks for the Long Run. McGraw-Hill 2008 Burton G. Malkiel. A Random Walk Down Wall Street. W.W. Norton 2007