| Course Unit Code | 545-0206/01 |
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| Number of ECTS Credits Allocated | 5 ECTS credits |
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| Type of Course Unit * | Compulsory |
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| Level of Course Unit * | Second Cycle |
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| Year of Study * | First Year |
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| Semester when the Course Unit is delivered | Summer Semester |
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| Mode of Delivery | Face-to-face |
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| Language of Instruction | Czech |
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| Prerequisites and Co-Requisites | Course succeeds to compulsory courses of previous semester |
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| Name of Lecturer(s) | Personal ID | Name |
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| SOU70 | RNDr. Radmila Sousedíková, Ph.D. |
| Summary |
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| Subject concerns analyses of tangible, intangible and financial investments, investment effectiveness evaluation, and portfolio analysis. |
| Learning Outcomes of the Course Unit |
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| Analysing tangible and intangible investments and assessing their effectiveness, analysing financial investments and appreciate their return. |
| Course Contents |
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1 Conception of investment
2 Investment effectiveness evaluation
3 Methods of investment effectiveness evaluation
4 Investment alternatives comparison
5 Financial investments
6 Prices and security market
7 Fixed-income securities
8 Common stocks
9 Portfolio selection problem
10 Portfolio analysis
11 Capital assets pricing Model
12 Inflation
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| Recommended or Required Reading |
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| Required Reading: |
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BODIE, Zvi, Alex KANE a Alan J. MARCUS. Investments and portfolio management. 9th ed., global ed. New York: McGraw-Hill/Irwin, c2011. ISBN 978-0-07-128914-6.
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VALACH, Josef. Investiční rozhodování a dlouhodobé financování. 3., přeprac. a rozš. vyd. Praha: Ekopress, 2010. 513 s. ISBN 978-80-86929-71-2
SYNEK, Miloslav a Eva KISLINGEROVÁ. Podniková ekonomika. 6. přeprac. a dopl. vyd. Praha: C.H. Beck, 2015. 526 s. ISBN 978-80-7400-274-8.
POLÁCH, Jiří. Reálné a finanční investice. Praha: C.H. Beck, 2012. Beckova edice ekonomie. xvi, 263 s. ISBN 978-80-7400-436-0.
BODIE, Zvi, Alex KANE a Alan J. MARCUS. Investments and portfolio management. 9th ed., global ed. New York: McGraw-Hill/Irwin, c2011. 1022 p. ISBN 978-0-07-128914-6. |
| Recommended Reading: |
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MCMILLAN, Michael G. Investments: principles of portfolio and equity analysis. Hoboken: Wiley, c2011. ISBN 978-0-470-91580-6.
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SIEGEL, Jeremy J. Investice do akcií: běh na dlouhou trať. Praha: Grada Publishing, 2011. 295 s. ISBN 978-80-247-3860-4.
FOTR, Jiří a Ivan SOUČEK. Investiční rozhodování a řízení projektů: jak připravovat, financovat a hodnotit projekty, řídit jejich riziko a vytvářet portfolio projektů. Praha: Grada Publishing, 2011. 408 s. ISBN 978-80-247-3293-0.
GLADIŠ, Daniel. Akciové investice. Praha: Grada Publishing, 2015. 176 s. ISBN 978-80-247-5375-1.
MCMILLAN, Michael G. Investments: principles of portfolio and equity analysis. Hoboken: Wiley, c2011. xxi, 620 p. ISBN 978-0-470-91580-6. |
| Planned learning activities and teaching methods |
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| Lectures, Tutorials |
| Assesment methods and criteria |
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| Task Title | Task Type | Maximum Number of Points
(Act. for Subtasks) | Minimum Number of Points for Task Passing |
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| Credit and Examination | Credit and Examination | 100 (100) | 51 |
| Credit | Credit | 33 (33) | 17 |
| semestrální projekt | Semestral project | 33 | 17 |
| Examination | Examination | 67 (67) | 34 |
| Písemná zkouška | Written examination | 67 | 34 |