Financial Investments

Recommended Prerequisites

Not applicable.

Teaching Methods

Expository lectures to introduce students to the main concepts coupled with more practical lectures aimed at problem solving and to motivate class discussion on the subjects taught. A portfolio management simulation competitive game allows for a hands-on learning experience. Evaluation considers two alternative paths: path A (recommended) and path B. Path A includes group projects and a final multiple choice individual test. Path B considers a final exam.

Learning Outcomes

The students, as potential investors, are expected to develop securities valuation skills and to develop the basic skills to act in the capital markets. Moreover, it is expected the students be able to build efficient portfolios and acquire the basic knowledge to solve investment problems using Excel.

Work Placement(s)

No

Syllabus

The course offers an introduction to capital markets and offers an opportunity to discover the theory and basic tools for the analysis of traditional financial instruments. The course considers, among others, the following topics: financial instruments and the process of investment, fixed income securities, modern portfolio theory, market efficiency and the behavioral approach, stocks.

Head Lecturer(s)

Paulo Miguel Marques Gama Gonçalves

Assessment Methods

Assessment continuous
includes group projects and a final multiple choice individual test: 100.0%

Evaluation
Exam: 100.0%

Bibliography

BODIE, Zvi ; KANE, Alex ; MARCUS, Alan J. - Essentials of investments. 7th ed.. Boston : McGraw-Hill, 2008. [BP 336.76 BOD].

INVESTIMENTOS financeiros : teoria e prática. António Mota [e tal.]. Lisboa : Edições Sílabo 2009.

PINHO, Carlos ; SOARES, Isabel. - Finanças - mercados e instrumentos. 2ª ed. rev.. Lisboa : Edições Sílabo, 2007. [BP 336.76 PIN].