VŠTE:BPE_RIN Investment management - Course Information

BPE_RIN Investment management

Extent and Intensity

2/2/0. 5 credit(s). Type of Completion: zk (examination).

Teacher(s)

doc. Ing. Simona Hašková, Ph.D. (seminar tutor)
Ing. Róbert Kuchár, Ph.D. (seminar tutor)
Ing. Filip Petrách, Ph.D. (seminar tutor)
doc. Ing. Jarmila Straková, Ph.D., MBA (assistant)

Guaranteed by

doc. Ing. Simona Hašková, Ph.D.
School of Expertness and Valuation – Rector – Institute of Technology and Business in České Budějovice
Supplier department: School of Expertness and Valuation – Rector – Institute of Technology and Business in České Budějovice

Timetable of Seminar Groups

BPE_RIN/E1: Sun 3. 10. 8:00–9:30 B1, 8:00–9:30 B1, 9:40–11:10 B1, 11:25–12:55 B1, 13:05–14:35 B1, Sat 30. 10. 8:00–9:30 B1, 8:00–9:30 B1, 9:40–11:10 B1, 11:25–12:55 B1, 13:05–14:35 B1, R. Kuchár
BPE_RIN/P01: Tue 16:30–18:00 B1, S. Hašková
BPE_RIN/S01: Wed 9:40–11:10 N107, S. Hašková
BPE_RIN/S02: Thu 16:30–18:00 N121, F. Petrách
BPE_RIN/S03: Thu 16:30–18:00 N121, F. Petrách

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

• Business Economics (programme VŠTE, B_PE) (2)

Course objectives supported by learning outcomes

The aim of the course is to provide investment management students knowledge about the various stages of investment projects and investment management view of the business unit. The emphasis will be on practical examples for specific business units and their subsequent evaluation.

Learning outcomes

Upon successful completion of the course, student:
1. understands the task of financial manager in the company,
2. prepares basis for realization investment projects,
3. values posibilities of financing investment projects from the internal and external sources,
4. optimizes investment portfolio of the company,
5. values efficacy of investments,
6. predicts the future evolution of incomes investment portfolio,
7. decreases and eliminates investments risks,
8. works with auditor’s informatik from the executed investments and financial audits.

Syllabus

• Lectures:
• 1. The process of preparation and realization of investment projects.
• 2. The evaluation criteria of efficiency of investment projects.
• 3. Net present value, profitability index and payback period, internal rate of return, average return (profitability).
• 4. Required return and criteria in investment decisions.
• 5. Analysis and system of measuring investment risks.
• 6. Application of risk in investment decision making.
• 7. Creating an investment portfolio and its purpose
• 8. Investing in mutual and investment funds.
• 9. Long-term financing and cost of capital.
• 10. Financing of corporate investments with internal resources.
• 11. Financing of corporate investments with external sources and through leasing.
• 12. Auditing of investment projects
• 13. Information security audit process investments
• Seminars:
• 1. The process of preparation and implementation of investment projects - processing of theoretical knowledge in the field of preparation and implementation of investment projects on a specific example from practice.
• 2. Financing of investment projects - evaluation of possibilities of financing investment projects by means of calculation of ratio and difference indicators concerning investment decision-making.
• 3. Evaluation criteria for the effectiveness of investment projects - evaluation of investment opportunities based on the calculation of static and dynamic methods of investment evaluation, evaluation of advantages and disadvantages of individual methods.
• 4. Risk management of investment projects - calculation of examples to determine the degree of risk, eg average investment income, determination of the standard deviation of investment income and coefficient of variation.
• 5. Anti-risk measures of investment projects - evaluation of advantages and disadvantages of individual measures against risk.
• 6. Probabilistic approaches to investment decisions - creating scenarios for the use of possible investment projects.
• 7. Mid-term test. Creation of an investment portfolio and its purpose - elaboration of an investment project portfolio creation on specific examples.
• 8. Audit activity of investment projects - elaboration and evaluation of audit activity on specific examples.
• 9. Information security of investment audit processes - evaluation of possibilities of information security of investment audit processes from practice, their advantages and disadvantages.
• 10. Failure and causes of investment projects on a concrete example - evaluation of the reasons for the failure of investment projects on a practical example.
• 11. Benefits of post-audits in a specific business unit - evaluation of the benefits of post-audits on an example from practice.
• 12. Business plan - elaboration of a business plan.
• 13. Business plan - elaboration of a business plan and its evaluation.

Literature

required literature
• SYNEK, M., 2011. Manažerská ekonomika. 5., aktualiz. a dopl. vyd. Praha: Grada. ISBN 978-80-247-3494-1.
• POLÁCH, J., 2012. Reálné a finanční investice. Praha: Nakladatelství C. H. Beck. ISBN 978-80-7400-436-0.
• VOCHOZKA, M. et al., 2012. Podniková ekonomika. Praha: Grada. ISBN 978-80-247-4372-1.
• SYNEK, M. et al., 2015. Podniková ekonomika. 6., přeprac. a dopl. vyd. Praha: C.H. Beck. ISBN 978-80-7400-274-8.
• VALACH, J., 2006. Investiční rozhodování a dlouhodobé financování. 2., přeprac. vyd. Praha: Ekopress. ISBN 80-86929-01-9.
• FOTR, J. a I. SOUČEK, 2015. Tvorba a řízení portfolia projektů: jak optimalizovat, řídit a implementovat investiční a výzkumný program. Praha: Grada. ISBN 978-80-247-5275-4.
• KISLINGEROVÁ, E., 2014. Nové trendy ve vývoji konkurenceschopnosti podniku České republiky. Praha: Nakladatelství C. H. Beck. ISBN 978-807400-537-4.
• BODIE, Z., A. KANE a A. MARCUS, 2018. Investments. [s. l.]: McGraw Hill, 11. edition. ISBN 978-1259-3526-96.

recommended literature
• AVRAMOV, D., 2015. Investment Management. University Textbook. Hebrew University of Jerusalem. E-book. https://www.pdfdrive.com/investment-management-e1833037.html
• FOTR, J. a I. SOUČEK, 2011. Investiční rozhodování a řízení projektů: jak připravovat, financovat a hodnotit projekty, řídit jejich riziko a vytvářet portfolio projektů. Praha: Grada. ISBN 978-8024732930.
• SMEJKAL, V. a K. RAIS, 2013. Řízení rizik ve firmách a jiných organizacích. 4., aktualiz. a rozš. vyd. Praha: Grada. ISBN 978-80-247- 4644-9.
• FOTR, J. a I. SOUČEK, 2005. Podnikatelský záměr a investiční rozhodování. Praha: Grada. ISBN 80-247-0939-2.

Forms of Teaching

Lecture
Seminar

Teaching Methods

Frontal Teaching
Group Teaching - Cooperation
Critical Thinking

Student Workload

Activities	Number of Hours of Study Workload
	Daily Study	Combined Study
Preparation for the Mid-term Test	10	10
Preparation for Seminars, Exercises, Tutorial	44	80
Preparation for the Final Test	20	20
Účast na průběžném testu (in Czech)	2	2
Attendance on Lectures	26
Attendance on Seminars/Exercises/Tutorial/Excursion	26	16
Účast na závěrečném testu (in Czech)	2	2
Total:	130	130

Assessment Methods and Assesment Rate

Test – mid-term 30 %
Test – final 70 %
závěrečný test (kombinované studium) (in Czech) 100 %

Language of instruction

Czech

Further comments (probably available only in Czech)

The course is taught annually.

• Enrolment Statistics (winter 2021, recent)
  
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