Project Capital Investment –
Module at FOM University of Applied Sciences
Lecturer: Prof. Dr. Alexander Zureck. Develop a strategy, implement it with Onvista, and present the results in a well-founded manner.
🎓 Introduction
Dear Students
Here you will find additional learning material for the module “Project: Capital Investment.” It will help you to better understand the content—and to successfully master the exam performance.
The module is more than just theory: Gamification brings learning to life, translating theory directly into practical exercises.
– Prof. Dr. Alexander Zureck
🎯 Objective of the module
In this project, students work in groups to develop their own trading strategy, implement it via the Onvista trading platform, and reflect on the results using a scientifically sound approach. The course covers strategies (day trading, swing, value, dividends), theory (Markowitz, Fama, Tversky/Kahneman), and biases (home bias, overconfidence, herding). Modern tools such as Onvista, TradingView, and Morning Briefing can be used.
🎓 Examination performance
Group presentation (video presentation)
Upload presentation as a video (PDF upload of the slides as well as the edited video after the presentation; 1 upload per group is sufficient). Registration via the Online Campus.
- Group names: choose a European city
- 2 plenary lectures: January/February or March/April (2 × 4 teaching units)
- Upload: final PDF and video after the presentation
Further details regarding the examination requirements are provided in the video.
Milestones
- Persona: Investor profile (profession, income, time budget, risk tolerance, time horizon, etc.)
- Strategy: Day trading / Swing / Value / Dividends etc. (justification & literature reference)
- Implementation: Make & document trades/investments in the Onvista model portfolio
- Reflection: Results vs. Assumptions, Theoretical Linkage (Markowitz, Fama, Tversky/Kahneman), Biases
The goal is the comparable implementation (Onvista use) and the reflected classification with portfolio theory & behavioral finance.
📅 Organization & Support
Organization
- Group size: max. 5 students (recommended: 3 students)
- Registration for the exam: Online Campus (Please observe deadlines)
- Communication: via email and 1:1 during office hours
❗Missed deadlines → Retake the module next semester.
Office Hours / Group Appointments
If you get stuck, book a consultation by clicking the button.
- Individual group appointments via Calendly (up to 5 participants per slot; everyone must register themselves, as multiple groups may intentionally be in the same appointment).
- Important: Do not pass on the link – please have all group members register themselves. Exchange between groups is encouraged.
🖥️ Presentation
Layout & Style
Goal: clean, fact-based, easy to read – as with IR decks of large corporations.
- Light background, dark font (uniform requirement)
- Tools allowed: PowerPoint, Keynote, Canva, Google Slides
- Inspiration: Investor Relations slides (e.g., BASF) or Bundesbank presentations
- AI tools allowed (e.g., ChatGPT, Gamma AI) – content counts
Content (Guidelines)
- Strategy Derivation & Delimitation (Day Trading/Swing/Value/Dividends)
- Risk-Return Profile, Diversification (Markowitz)
- Market Efficiency & Factors (Fama, possibly Fama-French)
- Biases: Home Bias, Overconfidence, Herding (Tversky/Kahneman)
- Transparent Onvista documentation (comparability)
🔗 Useful Links & Support
Useful links
Office Hours / Group Appointments
If you get stuck, book a consultation by clicking the button.
- Individual group appointments via Calendly (up to 5 participants per slot).
- Important: Do not pass on the link – please have all group members register themselves. Exchange between groups is encouraged.