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. A group project should be handed in and discussed in class.

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.

Assessment Methods

Assessment
Mini Tests: 40.0%
Project: 60.0%

Bibliography

Bodie, Z., Kane, A., Marcus, A., 2013, Investments 10th ed, McGraw-Hill
Miguel, A., Mota, A., Barroso, C., Pimentel, D., Lourenço, J., Nunes, J., Oliveira, L., Ferreira, M., Alpalhão, R., 2019, Investimentos Financeiros - Teoria e Prática, Edições Sílabo