Szkoła Główna Handlowa w Warszawie - Centralny System Uwierzytelniania
Strona główna

Advanced Investment Banking

Informacje ogólne

Kod przedmiotu: 234041-D
Kod Erasmus / ISCED: 04.3 Kod klasyfikacyjny przedmiotu składa się z trzech do pięciu cyfr, przy czym trzy pierwsze oznaczają klasyfikację dziedziny wg. Listy kodów dziedzin obowiązującej w programie Socrates/Erasmus, czwarta (dotąd na ogół 0) – ewentualne uszczegółowienie informacji o dyscyplinie, piąta – stopień zaawansowania przedmiotu ustalony na podstawie roku studiów, dla którego przedmiot jest przeznaczony. / (0411) Rachunkowość i podatki Kod ISCED - Międzynarodowa Standardowa Klasyfikacja Kształcenia (International Standard Classification of Education) została opracowana przez UNESCO.
Nazwa przedmiotu: Advanced Investment Banking
Jednostka: Szkoła Główna Handlowa w Warszawie
Grupy: Przedmioty kierunkowe do wyboru SMMD-FIR
Punkty ECTS i inne: 6.00 (zmienne w czasie) Podstawowe informacje o zasadach przyporządkowania punktów ECTS:
  • roczny wymiar godzinowy nakładu pracy studenta konieczny do osiągnięcia zakładanych efektów uczenia się dla danego etapu studiów wynosi 1500-1800 h, co odpowiada 60 ECTS;
  • tygodniowy wymiar godzinowy nakładu pracy studenta wynosi 45 h;
  • 1 punkt ECTS odpowiada 25-30 godzinom pracy studenta potrzebnej do osiągnięcia zakładanych efektów uczenia się;
  • tygodniowy nakład pracy studenta konieczny do osiągnięcia zakładanych efektów uczenia się pozwala uzyskać 1,5 ECTS;
  • nakład pracy potrzebny do zaliczenia przedmiotu, któremu przypisano 3 ECTS, stanowi 10% semestralnego obciążenia studenta.

zobacz reguły punktacji
Język prowadzenia: angielski
Efekty uczenia się:

Wiedza:

1. Indepth knowledge of the investment banking industry archtecture: its prime global centers, leading institutions, regulatory environment, key business lines and professions.

2. Familiarity with the core activities pursued by the investment banking industry and their functional use.

3. Awareness of the recent and envisaged evolution of the investment banking industry in view of innovation undertaken by financial institutions and its socioeconomic outcomes.

4. Understanding of the investment banking industry's multifaceted interaction within a broader macroeconomic setting.

5. Erudition in respect of information resources routinely used in investment banking activities.

Umiejętności:

1. Expertise in independent judgment on the linkages among investment banking institutions.

2. Ability to perform numerous tasks vital for key investment banking professions.

3. Interpretation of new products and services introduced by investment banking institutions.

4. Proficiency at qualitative and quantitative methods used in investment banking due diligence.

5. Command of information resources used in investment banking activities.

Kompetencje społeczne:

1. Cognitive skills and abilities (academic, decision-making and information processing competences).

2. Behavioral skills (negotiation, role-/perspective taking, conversation and prosocial competences).

3. Emotional skills (team spiritedness, assertiveness, gregariousness).

4. Motivational and expectancy sets (axiology, sense of efficacy and control).

Zajęcia w cyklu "Semestr letni 2024/25" (jeszcze nie rozpoczęty)

Okres: 2025-02-15 - 2025-09-30

Wybrany podział planu:
Przejdź do planu
Typ zajęć:
Ćwiczenia, 15 godzin więcej informacji
Wykład, 45 godzin więcej informacji
Koordynatorzy: (brak danych)
Prowadzący grup: Piotr Wiśniewski
Lista studentów: (nie masz dostępu)
Zaliczenie: Przedmiot - Ocena
Wykład - Ocena
Skrócony opis:

The new investment banking frontier. Events and megatrends shaping the current and prospective investment banking landscape. Globalization, digitization, disintermediation, securitization, commoditization, mediatization, hybridization etc.

Pełny opis:

The course is the study of advanced investment banking concepts and genres of innovation undertaken by investment banking institutions worldwide. The objective is to highlight the current and envisaged evolution of the global investment banking industry in the following areas: asset management, collective investment schemes (pension-, mutual-, unitized insurance-, hedge-, sovereign wealth-, private equity/venture capital- and exchange traded funds), core business activities undertaken by investment banking institutions (public and private offerings of debt and equity securities, mergers and acquisitions, financial advisory, structured finance/securitization/commoditization, risk management and mitigation, merchant banking, public trading of debt and equity securities, investment research and security analysis, private banking/wealth management, alternative investments, public/government finance and international investment banking solutions), global competitiveness drivers relevant to financial centers (including offshore tax jurisdictions), religious banking and finance (Christian, Sharia and Talmudic compliant solutions), technological evolution of products and services (big data, digitization and digital disruption), social media and social networking use in finance (e.g. crowdfunding, crowdsourcing, peer-to-peer financing, microfinance and social impact bonds) as well as alternative currencies and payment systems (e.g. bitcoin and Monero). Besides an overview of the concepts, the course offers hands-on methodologies of the perfomance measurement of investment management (traditional and alternative risk-adjusted performance metrics), valuation (traditional and alternative methods), identifying and quantifying the impact of creative accounting techniques (earnings and cash flow management, key creative accounting heuristics) on information disclosure practices, behavioral anomalies affecting investment banking practices and global regulatory changes.

Literatura:

Literatura podstawowa:

1. Fund management and asset management reports by TheCityUK.

2. BCG Global Asset Management reports.

3. Global Corporate & Investment Banking Practice reports by McKinsey.

4. Global Investment Banking Reviews (Thomson Reuters).

5. Schroders Global Investment Trends Reports.

6. Wholesale & Investment Banking Outlook (Morgan Stanley Research).

7. Investment banking: linkages to the real economy and the financial system (by Kushal Balluck of the BoE Banking and Insurance Analysis Division).

Literatura uzupełniająca:

The Oxford Handbook of Sovereign Wealth Funds

DJ Cumming, G Wood, I Filatotchev, J Reinecke

Oxford University Press 2017

Social Media as an Asset Management Strategy

P Wiśniewski, D Ophir

ECSM 2017 4th European Conference on Social Media, 325 2017

The Competitiveness of Central and Eastern European (CEE) Financial Markets

P Wiśniewski

2017

The Recent Investment Activity of Global Sovereign Wealth Funds

P Wiśniewski

2017

Otwarta Architektura Produktów Inwestycyjnych Jako Wyzwanie Dla Konglomeratów Finansowych (Open Investment Product Architecture as a Challenge to Financi...

P Wiśniewski

2017

The Management and Performance of Social Media Initial Public Offerings (IPOs): A Case Study Analysis

P Wisniewski

Analyzing the Strategic Role of Social Networking in Firm Growth and ? 2016

How the rise of East Asian Sovereign Wealth Funds affected the European Union?

T Kaminski, M Obroniecki, P Wiśniewski

2016

Evaluation of Social Networks

D Ophir, P Wiśniewski

2016

A Political Menace or Commercial Opportunity? Chinese Sovereign Wealth Funds? Investments in the European Union

T Kamiński, P Wiśniewski

Politické vedy 18 (4), 168-191 2015

Kapitał ludzki jako element wartości podmiotów zbiorowego inwestowania (Human Capital as an Element of Value Creation in Collective Investment Schemes)

P WiśnieWSki

2015

The Valuation of Social Media Public Companies: There is a Method to this Madness!

P Wisniewski

ECSM2015-Proceedings of the 2nd European Conference on Social Media 2015 ? 2015

Pomiar efektywności wymiaru sprawiedliwości?aktywa niematerialne (Measuring Judicial Efficiency in the Intangible Context)

P Wiśniewski

2015

Intellectual Capital (IC) in Post?Communist Economies? Is There an Alternative to Liberalism?

P Wiśniewski, J Dumay

ECIC2014-Proceedings of the 6th European Conference on Intellectual Capital ? 2014

ECSM 2014 University of Brighton Brighton, UK 10-11 July 2014

A Rospigliosi, S Greener

2014

The Proceedings of the European Conference on Social Media ECSM 2014 University of Brighton

A Rospigliosi, S Greener

2014

National Intellectual Capital (NIC) New Metrics

P Wiśniewski, A Wildowicz-Giegiel

Review of Business and Economics Studies, 71-79 2014

Uwagi:

Kryteria oceniania:

egzamin testowy: 90.00%

referaty/eseje: 10.00%

Zajęcia w cyklu "Semestr zimowy 2024/25" (w trakcie)

Okres: 2024-10-01 - 2025-02-14
Wybrany podział planu:
Przejdź do planu
Typ zajęć:
Ćwiczenia, 15 godzin więcej informacji
Wykład, 45 godzin więcej informacji
Koordynatorzy: (brak danych)
Prowadzący grup: (brak danych)
Lista studentów: (nie masz dostępu)
Zaliczenie: Przedmiot - Ocena
Wykład - Ocena
Skrócony opis:

The new investment banking frontier. Events and megatrends shaping the current and prospective investment banking landscape. Globalization, digitization, disintermediation, securitization, commoditization, mediatization, hybridization etc.

Pełny opis:

The course is the study of advanced investment banking concepts and genres of innovation undertaken by investment banking institutions worldwide. The objective is to highlight the current and envisaged evolution of the global investment banking industry in the following areas: asset management, collective investment schemes (pension-, mutual-, unitized insurance-, hedge-, sovereign wealth-, private equity/venture capital- and exchange traded funds), core business activities undertaken by investment banking institutions (public and private offerings of debt and equity securities, mergers and acquisitions, financial advisory, structured finance/securitization/commoditization, risk management and mitigation, merchant banking, public trading of debt and equity securities, investment research and security analysis, private banking/wealth management, alternative investments, public/government finance and international investment banking solutions), global competitiveness drivers relevant to financial centers (including offshore tax jurisdictions), religious banking and finance (Christian, Sharia and Talmudic compliant solutions), technological evolution of products and services (big data, digitization and digital disruption), social media and social networking use in finance (e.g. crowdfunding, crowdsourcing, peer-to-peer financing, microfinance and social impact bonds) as well as alternative currencies and payment systems (e.g. bitcoin and Monero). Besides an overview of the concepts, the course offers hands-on methodologies of the perfomance measurement of investment management (traditional and alternative risk-adjusted performance metrics), valuation (traditional and alternative methods), identifying and quantifying the impact of creative accounting techniques (earnings and cash flow management, key creative accounting heuristics) on information disclosure practices, behavioral anomalies affecting investment banking practices and global regulatory changes.

Literatura:

Literatura podstawowa:

1. Fund management and asset management reports by TheCityUK.

2. BCG Global Asset Management reports.

3. Global Corporate & Investment Banking Practice reports by McKinsey.

4. Global Investment Banking Reviews (Thomson Reuters).

5. Schroders Global Investment Trends Reports.

6. Wholesale & Investment Banking Outlook (Morgan Stanley Research).

7. Investment banking: linkages to the real economy and the financial system (by Kushal Balluck of the BoE Banking and Insurance Analysis Division).

Literatura uzupełniająca:

The Oxford Handbook of Sovereign Wealth Funds

DJ Cumming, G Wood, I Filatotchev, J Reinecke

Oxford University Press 2017

Social Media as an Asset Management Strategy

P Wiśniewski, D Ophir

ECSM 2017 4th European Conference on Social Media, 325 2017

The Competitiveness of Central and Eastern European (CEE) Financial Markets

P Wiśniewski

2017

The Recent Investment Activity of Global Sovereign Wealth Funds

P Wiśniewski

2017

Otwarta Architektura Produktów Inwestycyjnych Jako Wyzwanie Dla Konglomeratów Finansowych (Open Investment Product Architecture as a Challenge to Financi...

P Wiśniewski

2017

The Management and Performance of Social Media Initial Public Offerings (IPOs): A Case Study Analysis

P Wisniewski

Analyzing the Strategic Role of Social Networking in Firm Growth and ? 2016

How the rise of East Asian Sovereign Wealth Funds affected the European Union?

T Kaminski, M Obroniecki, P Wiśniewski

2016

Evaluation of Social Networks

D Ophir, P Wiśniewski

2016

A Political Menace or Commercial Opportunity? Chinese Sovereign Wealth Funds? Investments in the European Union

T Kamiński, P Wiśniewski

Politické vedy 18 (4), 168-191 2015

Kapitał ludzki jako element wartości podmiotów zbiorowego inwestowania (Human Capital as an Element of Value Creation in Collective Investment Schemes)

P WiśnieWSki

2015

The Valuation of Social Media Public Companies: There is a Method to this Madness!

P Wisniewski

ECSM2015-Proceedings of the 2nd European Conference on Social Media 2015 ? 2015

Pomiar efektywności wymiaru sprawiedliwości?aktywa niematerialne (Measuring Judicial Efficiency in the Intangible Context)

P Wiśniewski

2015

Intellectual Capital (IC) in Post?Communist Economies? Is There an Alternative to Liberalism?

P Wiśniewski, J Dumay

ECIC2014-Proceedings of the 6th European Conference on Intellectual Capital ? 2014

ECSM 2014 University of Brighton Brighton, UK 10-11 July 2014

A Rospigliosi, S Greener

2014

The Proceedings of the European Conference on Social Media ECSM 2014 University of Brighton

A Rospigliosi, S Greener

2014

National Intellectual Capital (NIC) New Metrics

P Wiśniewski, A Wildowicz-Giegiel

Review of Business and Economics Studies, 71-79 2014

Uwagi:

Kryteria oceniania:

egzamin testowy: 90.00%

referaty/eseje: 10.00%

Zajęcia w cyklu "Semestr letni 2023/24" (zakończony)

Okres: 2024-02-24 - 2024-09-30
Wybrany podział planu:
Przejdź do planu
Typ zajęć:
Ćwiczenia, 15 godzin więcej informacji
Wykład, 45 godzin więcej informacji
Koordynatorzy: (brak danych)
Prowadzący grup: (brak danych)
Lista studentów: (nie masz dostępu)
Zaliczenie: Przedmiot - Ocena
Wykład - Ocena
Skrócony opis:

The new investment banking frontier. Events and megatrends shaping the current and prospective investment banking landscape. Globalization, digitization, disintermediation, securitization, commoditization, mediatization, hybridization etc.

Pełny opis:

The course is the study of advanced investment banking concepts and genres of innovation undertaken by investment banking institutions worldwide. The objective is to highlight the current and envisaged evolution of the global investment banking industry in the following areas: asset management, collective investment schemes (pension-, mutual-, unitized insurance-, hedge-, sovereign wealth-, private equity/venture capital- and exchange traded funds), core business activities undertaken by investment banking institutions (public and private offerings of debt and equity securities, mergers and acquisitions, financial advisory, structured finance/securitization/commoditization, risk management and mitigation, merchant banking, public trading of debt and equity securities, investment research and security analysis, private banking/wealth management, alternative investments, public/government finance and international investment banking solutions), global competitiveness drivers relevant to financial centers (including offshore tax jurisdictions), religious banking and finance (Christian, Sharia and Talmudic compliant solutions), technological evolution of products and services (big data, digitization and digital disruption), social media and social networking use in finance (e.g. crowdfunding, crowdsourcing, peer-to-peer financing, microfinance and social impact bonds) as well as alternative currencies and payment systems (e.g. bitcoin and Monero). Besides an overview of the concepts, the course offers hands-on methodologies of the perfomance measurement of investment management (traditional and alternative risk-adjusted performance metrics), valuation (traditional and alternative methods), identifying and quantifying the impact of creative accounting techniques (earnings and cash flow management, key creative accounting heuristics) on information disclosure practices, behavioral anomalies affecting investment banking practices and global regulatory changes.

Literatura:

Literatura podstawowa:

1. Fund management and asset management reports by TheCityUK.

2. BCG Global Asset Management reports.

3. Global Corporate & Investment Banking Practice reports by McKinsey.

4. Global Investment Banking Reviews (Thomson Reuters).

5. Schroders Global Investment Trends Reports.

6. Wholesale & Investment Banking Outlook (Morgan Stanley Research).

7. Investment banking: linkages to the real economy and the financial system (by Kushal Balluck of the BoE Banking and Insurance Analysis Division).

Literatura uzupełniająca:

The Oxford Handbook of Sovereign Wealth Funds

DJ Cumming, G Wood, I Filatotchev, J Reinecke

Oxford University Press 2017

Social Media as an Asset Management Strategy

P Wiśniewski, D Ophir

ECSM 2017 4th European Conference on Social Media, 325 2017

The Competitiveness of Central and Eastern European (CEE) Financial Markets

P Wiśniewski

2017

The Recent Investment Activity of Global Sovereign Wealth Funds

P Wiśniewski

2017

Otwarta Architektura Produktów Inwestycyjnych Jako Wyzwanie Dla Konglomeratów Finansowych (Open Investment Product Architecture as a Challenge to Financi...

P Wiśniewski

2017

The Management and Performance of Social Media Initial Public Offerings (IPOs): A Case Study Analysis

P Wisniewski

Analyzing the Strategic Role of Social Networking in Firm Growth and ? 2016

How the rise of East Asian Sovereign Wealth Funds affected the European Union?

T Kaminski, M Obroniecki, P Wiśniewski

2016

Evaluation of Social Networks

D Ophir, P Wiśniewski

2016

A Political Menace or Commercial Opportunity? Chinese Sovereign Wealth Funds? Investments in the European Union

T Kamiński, P Wiśniewski

Politické vedy 18 (4), 168-191 2015

Kapitał ludzki jako element wartości podmiotów zbiorowego inwestowania (Human Capital as an Element of Value Creation in Collective Investment Schemes)

P WiśnieWSki

2015

The Valuation of Social Media Public Companies: There is a Method to this Madness!

P Wisniewski

ECSM2015-Proceedings of the 2nd European Conference on Social Media 2015 ? 2015

Pomiar efektywności wymiaru sprawiedliwości?aktywa niematerialne (Measuring Judicial Efficiency in the Intangible Context)

P Wiśniewski

2015

Intellectual Capital (IC) in Post?Communist Economies? Is There an Alternative to Liberalism?

P Wiśniewski, J Dumay

ECIC2014-Proceedings of the 6th European Conference on Intellectual Capital ? 2014

ECSM 2014 University of Brighton Brighton, UK 10-11 July 2014

A Rospigliosi, S Greener

2014

The Proceedings of the European Conference on Social Media ECSM 2014 University of Brighton

A Rospigliosi, S Greener

2014

National Intellectual Capital (NIC) New Metrics

P Wiśniewski, A Wildowicz-Giegiel

Review of Business and Economics Studies, 71-79 2014

Uwagi:

Kryteria oceniania:

egzamin testowy: 90.00%

referaty/eseje: 10.00%

Zajęcia w cyklu "Semestr zimowy 2023/24" (zakończony)

Okres: 2023-10-01 - 2024-02-23
Wybrany podział planu:
Przejdź do planu
Typ zajęć:
Ćwiczenia, 15 godzin więcej informacji
Wykład, 45 godzin więcej informacji
Koordynatorzy: (brak danych)
Prowadzący grup: Piotr Wiśniewski
Lista studentów: (nie masz dostępu)
Zaliczenie: Przedmiot - Ocena
Wykład - Ocena
Skrócony opis:

The new investment banking frontier. Events and megatrends shaping the current and prospective investment banking landscape. Globalization, digitization, disintermediation, securitization, commoditization, mediatization, hybridization etc.

Pełny opis:

The course is the study of advanced investment banking concepts and genres of innovation undertaken by investment banking institutions worldwide. The objective is to highlight the current and envisaged evolution of the global investment banking industry in the following areas: asset management, collective investment schemes (pension-, mutual-, unitized insurance-, hedge-, sovereign wealth-, private equity/venture capital- and exchange traded funds), core business activities undertaken by investment banking institutions (public and private offerings of debt and equity securities, mergers and acquisitions, financial advisory, structured finance/securitization/commoditization, risk management and mitigation, merchant banking, public trading of debt and equity securities, investment research and security analysis, private banking/wealth management, alternative investments, public/government finance and international investment banking solutions), global competitiveness drivers relevant to financial centers (including offshore tax jurisdictions), religious banking and finance (Christian, Sharia and Talmudic compliant solutions), technological evolution of products and services (big data, digitization and digital disruption), social media and social networking use in finance (e.g. crowdfunding, crowdsourcing, peer-to-peer financing, microfinance and social impact bonds) as well as alternative currencies and payment systems (e.g. bitcoin and Monero). Besides an overview of the concepts, the course offers hands-on methodologies of the perfomance measurement of investment management (traditional and alternative risk-adjusted performance metrics), valuation (traditional and alternative methods), identifying and quantifying the impact of creative accounting techniques (earnings and cash flow management, key creative accounting heuristics) on information disclosure practices, behavioral anomalies affecting investment banking practices and global regulatory changes.

Literatura:

Literatura podstawowa:

1. Fund management and asset management reports by TheCityUK.

2. BCG Global Asset Management reports.

3. Global Corporate & Investment Banking Practice reports by McKinsey.

4. Global Investment Banking Reviews (Thomson Reuters).

5. Schroders Global Investment Trends Reports.

6. Wholesale & Investment Banking Outlook (Morgan Stanley Research).

7. Investment banking: linkages to the real economy and the financial system (by Kushal Balluck of the BoE Banking and Insurance Analysis Division).

Literatura uzupełniająca:

The Oxford Handbook of Sovereign Wealth Funds

DJ Cumming, G Wood, I Filatotchev, J Reinecke

Oxford University Press 2017

Social Media as an Asset Management Strategy

P Wiśniewski, D Ophir

ECSM 2017 4th European Conference on Social Media, 325 2017

The Competitiveness of Central and Eastern European (CEE) Financial Markets

P Wiśniewski

2017

The Recent Investment Activity of Global Sovereign Wealth Funds

P Wiśniewski

2017

Otwarta Architektura Produktów Inwestycyjnych Jako Wyzwanie Dla Konglomeratów Finansowych (Open Investment Product Architecture as a Challenge to Financi...

P Wiśniewski

2017

The Management and Performance of Social Media Initial Public Offerings (IPOs): A Case Study Analysis

P Wisniewski

Analyzing the Strategic Role of Social Networking in Firm Growth and ? 2016

How the rise of East Asian Sovereign Wealth Funds affected the European Union?

T Kaminski, M Obroniecki, P Wiśniewski

2016

Evaluation of Social Networks

D Ophir, P Wiśniewski

2016

A Political Menace or Commercial Opportunity? Chinese Sovereign Wealth Funds? Investments in the European Union

T Kamiński, P Wiśniewski

Politické vedy 18 (4), 168-191 2015

Kapitał ludzki jako element wartości podmiotów zbiorowego inwestowania (Human Capital as an Element of Value Creation in Collective Investment Schemes)

P WiśnieWSki

2015

The Valuation of Social Media Public Companies: There is a Method to this Madness!

P Wisniewski

ECSM2015-Proceedings of the 2nd European Conference on Social Media 2015 ? 2015

Pomiar efektywności wymiaru sprawiedliwości?aktywa niematerialne (Measuring Judicial Efficiency in the Intangible Context)

P Wiśniewski

2015

Intellectual Capital (IC) in Post?Communist Economies? Is There an Alternative to Liberalism?

P Wiśniewski, J Dumay

ECIC2014-Proceedings of the 6th European Conference on Intellectual Capital ? 2014

ECSM 2014 University of Brighton Brighton, UK 10-11 July 2014

A Rospigliosi, S Greener

2014

The Proceedings of the European Conference on Social Media ECSM 2014 University of Brighton

A Rospigliosi, S Greener

2014

National Intellectual Capital (NIC) New Metrics

P Wiśniewski, A Wildowicz-Giegiel

Review of Business and Economics Studies, 71-79 2014

Uwagi:

Kryteria oceniania:

egzamin testowy: 90.00%

referaty/eseje: 10.00%

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