Financial Markets and Financial Investments
Keywords |
Classification |
Keyword |
OFICIAL |
Management Studies |
Instance: 2012/2013 - 2S
Cycles of Study/Courses
Teaching language
Portuguese
Objectives
The objective is to give students theoretical principles about the fundamental dimensions of financial markets and operations. Information about common practices in financial markets will also be provided.
The aim is to endow the students with:
1. Theoretical skills needed for future studies.
2. Practical skills for those who wish to enter the labor market.
Program
1. Market classification
2. Market behaviors
3. Exchange rate market
4. Capital markets
a. classification of financial assets
b. market orders
c. stock and bond pricing
d. financial information
5. Risk and return
a. Definition and measurement of risk
b. Definition and measurement of historical and expected return
c. Details about operations involving risk
i. Short-selling
ii. Margin accounts
d. Modern portfolio theory
e. The market model
f. The CAPM
Mandatory literature
Fernandes, A.L.C.; Paulo Mota; Carlos Alves; Manuel Rocha ; Mercados, Produtos e Valorimetria de Activos Financeiros, Almedina, 2012
Fernandes, Abel L Costa; Manual de Gestão Financeira INternacional, Associação Industrial Portuense, 1993
Ross/Westerfield/Jaffe; Corporate Finance, 7th ed., McGraw-Hill, 2005
Complementary Bibliography
EJ Elton, MJ Gruber; Modern Portfolio Theory and Investment Analysis, ohn Wiley & Sons Inc, 1995
Teaching methods and learning activities
Theoretical presentation, presentation of cases, use of on-line information in selected sites.
Evaluation Type
Distributed evaluation with final exam
Assessment Components
Description |
Type |
Time (hours) |
Weight (%) |
End date |
Attendance (estimated) |
Participação presencial |
51,00 |
|
|
|
Total: |
- |
0,00 |
|
Eligibility for exams
In the regime of continuous evaluation, two tests will be made. The first will occur during the semester and the second during the period for exams. The two tests evaluate different parts of the syllabus and have different weights in the final grade.
In order to be examined on the basis of two tests, students must attend a minimum number of classes. The minimum requirement is that students must attend 75% of the classes which covered the material under examination.
Attendance is calculated as the ratio between the number of classes effectively attended by the student and the number of classes taught.
Students participating in the continuous evaluation process cannot choose other form of evaluation.
The first test has duration of a class and the second a duration of 2h. The exams last 2h30.
Calculation formula of final grade
Continuous evaluation
- 1st Test: 40%
- 2nd Test: 50%
- Attendance and participation: 10%
Final exam evaluation
The final grade is obtained as:
Max[grade in the exam X 90% + grade in attendance and participation X 10%, grade in the exam]
Examinations or Special Assignments
Among the documents available for study, it will be offered a number of selected news about current events that are considered relevant for the course. Students should study this material as it is considered essential and it will be assessed in the tests.
Special assessment (TE, DA, ...)
As in the in the general rule of evaluation of knowledge of the Faculty (RAC).
Classification improvement
As in the in the general rule of evaluation of knowledge of the Faculty (RAC).