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