Module Handbook

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Module WIW-FUB-INV-M-7

Investment analysis (M, 4.5 LP)

Module Identification

Module Number Module Name CP (Effort)
WIW-FUB-INV-M-7 Investment analysis 4.5 CP (135 h)

Basedata

CP, Effort 4.5 CP = 135 h
Position of the semester 1 Sem. in WiSe
Level [7] Master (Advanced)
Language [DE] German
Module Manager
Lecturers
Area of study [WIW-FUB] Financial Services and Financial Management
Reference course of study [WIW-88.21-SG] M.Sc. Business Studies
Livecycle-State [NORM] Active

Notice

ab dem Wintersemester 20/21 nicht mehr belegbar!

Courses

Type/SWS Course Number Title Choice in
Module-Part
Presence-Time /
Self-Study
SL SL is
required for exa.
PL CP Sem.
2V+1U WIW-FUB-INV-K-7
Investment Analysis
P 45 h 90 h - - PL1 4.5 WiSe
  • About [WIW-FUB-INV-K-7]: Title: "Investment Analysis"; Presence-Time: 45 h; Self-Study: 90 h

Examination achievement PL1

  • Form of examination: written exam (Klausur) (90 Min.)
  • Examination Frequency: each semester

Evaluation of grades

The grade of the module examination is also the module grade.


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.

Competencies / intended learning achievements

With the successful completion of the module students will be able to:
  • perform the management and controlling of investment decisions in corporations.
  • assess the non-monetary consequences of investments with qualitative methods
  • evaluate the success of investments under uncertainty
  • validate the traditional Presents-Value-Method and the Market interest rate Method

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)

The successful participation at the module “Investment and Financing” is highly recommended.

Requirements for attendance (formal)

None

References to Module / Module Number [WIW-FUB-INV-M-7]

Course of Study Section Choice/Obligation
[MAT-88.B84-SG] M.Sc. Actuarial and Financial Mathematics Financial Economics [WP] Compulsory Elective
Module-Pool Name
[WIW-FE-MPOOL-7] Field of Specialization: Financial Economics
[WIW-FUB-MPOOL-7] Field of Specialization: Finance and Banking Management