Module Handbook

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Course WIW-FUB-INV-K-7

Investment Analysis (2V+1U, 4.5 LP)

Course Type

SWS Type Course Form CP (Effort) Presence-Time / Self-Study
- K Lecture with exercise classes (V/U) 4.5 CP
2 V Lecture 30 h 60 h
1 U Lecture hall exercise class 15 h 30 h
(2V+1U) 4.5 CP 45 h 90 h

Basedata

SWS 2V+1U
CP, Effort 4.5 CP = 135 h
Position of the semester 1 Sem. in WiSe
Level [7] Master (Advanced)
Language [DE] German
Lecturers
Area of study [WIW-FUB] Financial Services and Financial Management
Additional informations
Livecycle-State [NORM] Active

Contents

The subject of this module are the modern methods to evaluate investments. The future-value method and the market interest rate method of the investments are being discussed. Furthermore the handling of the insecurity and as well as the consideration of the tax-deductible effect are being shown

A. Basics of the Investment Evaluation

  • Management and Controlling of Investments
  • Economic Benefits of Investment Projects

B. Methods for the foundation of investment decisions

  • Traditional Present-Value Method
  • Traditional Future-Value Method
  • Market interest rate Method
  • Simultaneous Investmen and Financial Planning

C. Specific Problems by Investment Decisions

  • Investment Decisions under Uncertainty
  • Qualitative Methods

The Case Studies are designed to allow students an intensive insight into the challenges of Investment Analysis The main goal is to apply the content and the theories of the lecture as well as a critical reflection of the results.

Literature

  • Adam, D.: Investitionscontrolling, 3. Auflage, München 2000.
  • Bieg, H./Kußmaul, H./Waschbusch G.: Investition, 3. Auflage, München 2016.
  • Hölscher, R./Helms, N.: Investition und Finanzierung, 2. Auflage,

Berlin/Boston 2018.

  • Kruschwitz, L./Lorenz, D.: Investitionsrechnung, 15. Auflage, München/Wien

2019.

  • Perridon, L./Steiner, M./ Rathgeber, A. W.: Finanzwirtschaft der

Unternehmung, 17. Auflage, München 2017.

  • Rolfes, B.: Moderne Investitionsrechnung. Einführung in die klassische

Investitionstheorie und Grundlagen marktorientierter

Investitionsentscheidungen, 3. Auflage, München 2003.

  • Schmidt, R.H./Terberger, E.: Grundzüge der Investitions- und

Finanzierungstheorie, 4. Auflage, Wiesbaden 2013.

  • Van Horne, J. C./Wachowicz, J.M.: Fundamentals of Financial Management,

13. Auflage, Harlow 2008.

Materials

Olat Course with Lecture notes, Case Studies and additional information.

Requirements for attendance (informal)

None

Requirements for attendance (formal)

None

References to Course [WIW-FUB-INV-K-7]

Module Name Context
[WIW-FUB-INV-M-7] Investment analysis P: Obligatory 2V+1U, 4.5 LP