INVESTMENTS
| Title | ΕΠΕΝΔΥΣΕΙΣ / INVESTMENTS |
| Code | 12ΕΖ01 |
| Faculty | Social and Economic Sciences |
| School | Economics |
| Cycle / Level | 1st / Undergraduate |
| Teaching Period | Winter |
| Coordinator | Dimitrios Kousenidis |
| Common | Yes |
| Status | Active |
| Course ID | 600000321 |
Programme of Study: UPS School of Economics (2013-today)
Registered students: 354
| Orientation | Attendance Type | Semester | Year | ECTS |
|---|---|---|---|---|
| OIKONOMIAS | Elective Courses belonging to the other | 7 | 4 | 3 |
| DIOIKĪSĪ EPICΗEIRĪSEŌN | Elective Course belonging to the selected specialization (Elective Specialization Course) | 7 | 4 | 3 |
| Academic Year | 2019 – 2020 |
| Class Period | Winter |
| Faculty Instructors |
|
| Weekly Hours | 3 |
| Class ID | 600147173
|
Class Schedule
| Building | Αμφιθέατρο ΝΟΕ |
| Floor | Όροφος 1 |
| Hall | ΑΙΘΟΥΣΑ 2 (160) |
| Calendar | Πέμπτη 14:00 έως 17:00 |
Course Type 2016-2020
- General Knowledge
Course Type 2011-2015
General Foundation
Mode of Delivery
- Face to face
Digital Course Content
- e-Study Guide https://qa.auth.gr/en/class/1/600147173
Language of Instruction
- Greek (Instruction, Examination)
Learning Outcomes
The course introduces students to risk diversification and portfolio investments. The course provides information about the legal and institutional framework of portfolio investment companies in Greece and describes practical applications of portfolio theory. On completion of the course students must be able to analyze and evaluate portfolio investments, understand limitations and efficiently manage a securities portfolio.
General Competences
- Apply knowledge in practice
- Retrieve, analyse and synthesise data and information, with the use of necessary technologies
- Make decisions
- Work autonomously
- Work in teams
- Work in an international context
- Generate new research ideas
- Design and manage projects
Course Content (Syllabus)
Portfolio theory. Capital asset pricing models. Portfolio companies. Markets and indices. Mutual Funds. Closed-end funds. Pension funds. Hedge Funds. Portfolio performance evaluation.
Keywords
Risk, return, CAPM, portfolio performance, Sharpe index, Treynor index, Jensen alpha.
Course Organization
| Activities | Workload | ECTS | Individual | Teamwork | Erasmus |
|---|---|---|---|---|---|
| Lectures | 82 | 2.9 | ✓ | ✓ | |
| Tutorial | |||||
| Exams | 2 | 0.1 | |||
| Total | 84 | 3 |
Student Assessment
Student Assessment methods
- Written Exam with Multiple Choice Questions (Summative)
- Written Exam with Short Answer Questions (Summative)
- Written Exam with Extended Answer Questions (Summative)
Bibliography
Course Bibliography (Eudoxus)
Νικόλαος Φίλιππας: Αμοιβαία Κεφάλαια, Εκδόσεις Μπάμπαλος-Στυλιανίδης, Αθήνα 2010.
Additional bibliography for study
Zvi Bodie, Alex Kane, Alan Ma\rcus: Investments, McGraw Hill.
Last Update
23-11-2020
