Wydział Ekonomiczny - Economics (S1)
specjalność: Property Valuation and Real Estate Transactions
Sylabus przedmiotu Investment decisions:
Informacje podstawowe
| Kierunek studiów | Economics | ||
|---|---|---|---|
| Forma studiów | studia stacjonarne | Poziom | pierwszego stopnia |
| Tytuł zawodowy absolwenta | licencjat | ||
| Obszary studiów | charakterystyki PRK | ||
| Profil | ogólnoakademicki | ||
| Moduł | — | ||
| Przedmiot | Investment decisions | ||
| Specjalność | przedmiot wspólny | ||
| Jednostka prowadząca | Katedra Studiów Regionalnych i Europejskich | ||
| Nauczyciel odpowiedzialny | Piotr Nowaczyk <Piotr.Nowaczyk@zut.edu.pl> | ||
| Inni nauczyciele | |||
| ECTS (planowane) | 2,0 | ECTS (formy) | 2,0 |
| Forma zaliczenia | zaliczenie | Język | polski |
| Blok obieralny | 4 | Grupa obieralna | 3 |
Formy dydaktyczne
Wymagania wstępne
| KOD | Wymaganie wstępne |
|---|---|
| W-1 | General economy knowledge |
Cele przedmiotu
| KOD | Cel modułu/przedmiotu |
|---|---|
| C-1 | Knowledge about basic definitions of analysis of costs and benefits |
| C-2 | Knowledge about basic methods of making decisions in investment domain |
| C-3 | Knowledge about basic methods of risks in economic decisions |
| C-4 | Skills acquisition to do reasonable choices in investment process |
| C-5 | Motivating to think and action in reasonable and enterprising way |
Treści programowe z podziałem na formy zajęć
| KOD | Treść programowa | Godziny |
|---|---|---|
| ćwiczenia audytoryjne | ||
| T-A-1 | Introduction to cost-benefit analysis (CBA) | 1 |
| T-A-2 | Time preference - value of money as a function of time | 2 |
| T-A-3 | Rate, formula and moment of update | 2 |
| T-A-4 | Choices criteria of investment projects | 2 |
| T-A-5 | Criterion NPV and IRR criterion | 2 |
| T-A-6 | Relative internal rate of return (RIRR) | 1 |
| T-A-7 | Modified internal rate of return (MIRR) | 2 |
| T-A-8 | Uncertainty and risk in investment decisions | 3 |
| T-A-9 | CAMP pattern | 2 |
| T-A-10 | APM pattern | 1 |
| T-A-11 | Sensibility analysis | 2 |
| T-A-12 | Scripts analysis | 1 |
| T-A-13 | Decision trees | 2 |
| T-A-14 | Capital cost analysis (WACC) | 2 |
| 25 | ||
Obciążenie pracą studenta - formy aktywności
| KOD | Forma aktywności | Godziny |
|---|---|---|
| ćwiczenia audytoryjne | ||
| A-A-1 | Participations in lessons | 25 |
| A-A-2 | Preparation for studies - literature analysis | 14 |
| A-A-3 | Preparation to credit a course | 11 |
| 50 | ||
Metody nauczania / narzędzia dydaktyczne
| KOD | Metoda nauczania / narzędzie dydaktyczne |
|---|---|
| M-1 | Passing methods - informative activities |
| M-2 | Problem methods - seminar and computing activities |
Sposoby oceny
| KOD | Sposób oceny |
|---|---|
| S-1 | Ocena formująca: Participations in lessons |
| S-2 | Ocena formująca: Assessment of written work |
| S-3 | Ocena podsumowująca: Participations in lessons and Assessment of written work |
Zamierzone efekty uczenia się - wiedza
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| Ec_1A_O18_W01 Knows elementary idea in domain of costs and benefits analyse | Ec_1A_W06 | — | C-1 | T-A-1, T-A-2 | M-1, M-2 | S-3 |
| Ec_1A_O18_W02 Knows elementary methods in making investments decisions | Ec_1A_W05 | — | C-2 | T-A-5, T-A-4, T-A-6, T-A-7 | M-1 | S-3 |
| Ec_1A_O18_W03 Knows ways of risk in economy decision | Ec_1A_W01 | — | C-3 | T-A-9, T-A-10, T-A-11, T-A-12, T-A-8 | M-1 | S-3 |
Zamierzone efekty uczenia się - umiejętności
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| Ec_1A_O18_U01 Ability of making reasonable choice in investment process | Ec_1A_U02, Ec_1A_U03, Ec_1A_U04 | — | C-4 | T-A-4, T-A-6, T-A-7, T-A-8 | M-1 | S-1, S-2 |
Zamierzone efekty uczenia się - inne kompetencje społeczne i personalne
| Zamierzone efekty uczenia się | Odniesienie do efektów kształcenia dla kierunku studiów | Odniesienie do efektów zdefiniowanych dla obszaru kształcenia | Cel przedmiotu | Treści programowe | Metody nauczania | Sposób oceny |
|---|---|---|---|---|---|---|
| Ec_1A_O18_K01 A graduate is prepared to think and act in reasonable and enterprising way | Ec_1A_K01, Ec_1A_K03 | — | C-5 | T-A-2, T-A-4, T-A-8 | M-1 | S-1 |
Kryterium oceny - wiedza
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| Ec_1A_O18_W01 Knows elementary idea in domain of costs and benefits analyse | 2,0 | Does not have basic knowledge of investment performance accounting |
| 3,0 | Has a knowledge of investment performance accounting of at least 55% | |
| 3,5 | Has knowledge of at least 65% investment efficiency | |
| 4,0 | Has knowledge of at least 75% of investment efficiency | |
| 4,5 | Has knowledge of at least 85% investment efficiency | |
| 5,0 | Has knowledge of at least 95% investment efficiency | |
| Ec_1A_O18_W02 Knows elementary methods in making investments decisions | 2,0 | Doesn’t have elementary knowledge in domain of investment efficiency account |
| 3,0 | Has a knowledge of investment performance accounting of at least 55% | |
| 3,5 | Has a knowledge of investment performance accounting and a partial knowledge of the controversies that exist in the literature of at least 65% | |
| 4,0 | Has at least 75% knowledge of investment decision-making methods | |
| 4,5 | Has knowledge of investment decision-making methods and possible contradictions in choices based on different criteria in at least 85% | |
| 5,0 | Has at least 95% knowledge of investment decision-making methods under uncertainty and risk | |
| Ec_1A_O18_W03 Knows ways of risk in economy decision | 2,0 | Does not have basic knowledge of investment performance accounting |
| 3,0 | Has a knowledge of investment performance accounting of at least 55% | |
| 3,5 | Posiada wiedzę w zakresie rachunku efektywności inwestycji oraz częściową wiedzę o występujących kontrowersjach w literaturze przedmiotu w co najmniej 65% | |
| 4,0 | Has at least 75% knowledge of investment decision-making methods | |
| 4,5 | Has knowledge of investment decision-making methods and possible contradictions in choices based on different criteria in at least 85% | |
| 5,0 | Has at least 95% knowledge of investment decision-making methods under uncertainty and risk |
Kryterium oceny - umiejętności
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| Ec_1A_O18_U01 Ability of making reasonable choice in investment process | 2,0 | Cannot choose reasonable solution in simple decision-making situation |
| 3,0 | Can choose reasonable solution in simple decision-making situation | |
| 3,5 | Can choose reasonable investment projects in strict limited budget conditions | |
| 4,0 | Can choose reasonable investment projects using all basic criteria assuming custom distribution of net cash flows | |
| 4,5 | Can choose reasonable investment projects in uncertainly and risk conditions | |
| 5,0 | Can make reasonable choice in complicated or untypical decision-making situation |
Kryterium oceny - inne kompetencje społeczne i personalne
| Efekt uczenia się | Ocena | Kryterium oceny |
|---|---|---|
| Ec_1A_O18_K01 A graduate is prepared to think and act in reasonable and enterprising way | 2,0 | Is not willing to think and act rationally and entrepreneurially |
| 3,0 | Is willing to think and act rationally and entrepreneurially | |
| 3,5 | ||
| 4,0 | ||
| 4,5 | ||
| 5,0 |
Literatura podstawowa
- H.B. Mayo, Investments: An Introduction, South Western Educational Publishing, South-Western, 2014
- E.F. Brigham, J.F. Houston, Fundamentals of Financial Management, Thomson Higher Education, South-Western, 2007
Literatura dodatkowa
- P.L. Bernestein, A. Damodaran, Zarządzanie inwestycjami, LIBER, Warszawa, 1999
- H.B. Mayo, Wstęp do inwestowania, LIBER, Warszawa, 2000
- C. Sułkowski, Decyzje inwestycyjne w zarządzaniu finansami firm, WN US, Szczecin, 1996