(in Polish) Fundusze inwestycyjne 2600-MFBRz1rkdiFI
1. Basic terms, classification and importance of institutional investors
2. Introduction to investment funds
History and genesis
Forms of investment in the world and in Poland
Legal basis for the operation of investment funds
3. Typology of investment funds (legal criterion, economic criterion)
4. Investment fund organization:
Investment fund company in Poland and in the world (mutual fund)
Investment fund (FIO, FIZ, FIZAN)
Depositary
Transfer agent
5. Index funds (ETFs) - the type and form of them, transactions, the ETF market in Poland and worldwide, legal structure, advantages and disadvantages of this funds.
6. Hedge funds - type and form of their construction, transactions, hedge fund market in Poland and worldwide, legal structure, advantages and disadvantages of this form of fund
7. Private Equity Funds - type and form of their construction, transactions, the PE funds market in Poland and worldwide, the legal structure, advantages and disadvantages of this form of funds.
8. Venture Capital Funds - type and form of their construction, the VC funds market in Poland and worldwide, the legal structure, advantages and disadvantages of this form of funds
Effectiveness and risk of investment funds. Risk of investment funds. Types of risk and its sources. Measures of fund efficiency. Measures of efficiency and risk. Investment risk-adjusted measures.
Type of course
Mode
Learning outcomes
K_W01
K_W02
K_W03
K_W05
K_U01
K_U02
K_U03
K_U05
K_U06
K_K01
THE STUDENT:
K_W01 Knows and understands research methodology and terminology in the discipline of Economics and Finance and in complementary disciplines (Management and Quality Sciences, Legal Sciences), in particular financial management and accounting.
K_W02 Knows and understands at an advanced level the principles, procedures and practices relating to the financial activities of various types of organizations and uses the theory of Economics and Finance and complementary disciplines (Management and Quality Sciences, Legal Sciences) to recognize, diagnose and solve problems related to financial management in organizations, accounting, management of financial institutions and strategies of financial institutions.
K_W03 Knows and understands at an advanced level economic theories and models regarding the functioning of organizations and the entire economy.
K_W05 Knows and understands technological, social, political, legal, economic and ecological processes and phenomena and their impact on financial decisions in organizations, the functioning of the organization and the entire economy, including the principles of protection of industrial property and copyright.
K_U01 Is able to use the theory of the discipline of Economics and Finance and complementary disciplines (Management and Quality Sciences, Legal Sciences) to recognize, diagnose and solve problems related to financial decisions in organizations and management of financial institutions, using the appropriate selection of sources and adapting existing methods.
K_U02 Is able to correctly interpret technological, social, political, legal, economic and ecological processes and phenomena and their impact on financial decisions in organizations, the functioning of the organization and the entire economy, using the appropriate selection of sources.
K_U03 Is able to independently and collectively prepare analyses, diagnoses and reports on financial management in organizations, accounting, management of financial institutions and strategies of financial institutions and present them communicatively, also in English - using IT and communication tools.
K_U05 is able to plan and organize own and team work
K_U06 Has the ability to self-educate and improve acquired qualifications.
K_K01 Is ready to assess and critically approach situations and phenomena related to financial management in organizations, accounting, management of financial institutions and strategists of financial institutions.
Assessment criteria
Assessment includes the following:
- class work (20%),
- group project (80%).
Bibliography
Main:
D. Dawidowicz, Fundusze inwestycyjne. Rodzaje – metody oceny – analiza (wyd. III zmienione), Wyd. CeDuWu, 2023.
J. Lerner, A. Leamon, F. Hardymon, Venture Capital, Private Equity, and the Financing of Entrepreneurship, Wiley, 2012
Supplementary:
R. Pozen, T. Hamacher, The Fund Industry: How Your Money is Managed (2nd Edition), Wiley, 2015
Additional information
Additional information (registration calendar, class conductors, localization and schedules of classes), might be available in the USOSweb system: