BPE_RIN Investment management

Institute of Technology and Business in České Budějovice
winter 2024
Extent and Intensity
2/2/0. 5 credit(s). Type of Completion: zk (examination).
Teacher(s)
Ing. Svatopluk Janek (lecturer)
Ing. Tomáš Krulický, MBA, PhD. (lecturer)
Ing. Tereza Matasová (lecturer)
Guaranteed by
doc. Ing. Jaromír Vrbka, MBA, PhD.
School of Expertness and Valuation – Rector – Institute of Technology and Business in České Budějovice
Supplier department: Department of Corporate Finances – Department of Deputy Director for Research, Development and Creative Activities – School of Expertness and Valuation – Rector – Institute of Technology and Business in České Budějovice
Timetable of Seminar Groups
BPE_RIN/E4: Sat 5. 10. 8:00–9:30 E5, 9:40–11:10 E5, 11:25–12:55 E5, Sat 9. 11. 8:00–9:30 E5, 9:40–11:10 E5, 11:25–12:55 E5, Sat 14. 12. 14:50–16:20 D515, 16:30–18:00 D515, S. Janek
BPE_RIN/P01: Wed 9:40–11:10 B1, T. Krulický
BPE_RIN/S02: Fri 9:40–11:10 I317B, T. Matasová
BPE_RIN/S03: Fri 11:25–12:55 I214P, S. Janek
BPE_RIN/S04: Fri 13:05–14:35 I317B, S. Janek
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
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
Tutorial
Teaching Methods
Frontal Teaching
Group Teaching - Cooperation
Critical Thinking
Student Workload
ActivitiesNumber of Hours of Study Workload
Daily StudyCombined Study
Preparation for the Mid-term Test10 
Preparation for Seminars, Exercises, Tutorial4480
Preparation for the Final Test2032
Účast na průběžném testu (in Czech)2 
Attendance on Lectures26 
Attendance on Seminars/Exercises/Tutorial/Excursion2616
Účast na závěrečném testu (in Czech)22
Total:130130
Assessment Methods and Assesment Rate
Test – mid-term 30 %
Test – final 70 %
final test (external studies) 100 %
Exam conditions
Presentation form: For successful completion of the course it is necessary to achieve at least 70% of the intermediate and final marks in the summative assessment under the conditions set out below. 30 points can be obtained in the intermediate assessment, i.e. 30%. A total of 70 points, i.e. 70 %, may be obtained in the final assessment.

External form: To pass the course, a minimum of 70% must be achieved in the final assessment under the conditions specified below. A total of 100 points i.e. 100% can be obtained in the final assessment.

Overall classification of the course, i.e. points in the presentation form for the final assessment (70 - 0) + points in the intermediate assessment (30 - 0); in the combined form only for the final assessment (100 - 0): A 100 - 90, B 89.99 - 84, C 83.99 - 77, D 76.99 - 73, E 72.99 - 70, FX 69.99 - 30, F 29.99 - 0. A full-time student is required to meet the mandatory 70% attendance in contact classes, i.e. everything except lectures. If attendance is not met, the student will automatically be graded "-".

Language of instruction
Czech
Further comments (probably available only in Czech)
The course is taught annually.
Teacher's information
Supplementary study material: multimedia on-line course in the field of entrepreneurial competences - http://www.enterprisingbehavior.eu/

Attendance in all forms of teaching is dealt with in a separate internal standard of VŠTE (Recording of student attendance at VŠTE). For full-time students, 70% attendance is compulsory in seminars and tutorials.

Students with an Individual Study Plan (ISP) are obliged to contact the teacher no later than in the first week of the semester or immediately after its approval with a request to arrange the teaching system and the end of the course, in case the student fails to do so, his/her ISP will not be taken into account. If students have any questions, they can contact the Valuation Group Leader by emailing krulicky@mail.vstecb.cz.
The course is also listed under the following terms summer 2021, winter 2021, winter 2022, winter 2023.
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