Educational guide | ||||||||||||||||||||||||||||||||||||||||
IDENTIFYING DATA | 2024_25 | |||||||||||||||||||||||||||||||||||||||
Subject | FINANCIAL INVESTMENT THEORY | Code | 00509029 | |||||||||||||||||||||||||||||||||||||
Study programme |
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Descriptors | Credit. | Type | Year | Period | ||||||||||||||||||||||||||||||||||||
6 | Compulsory | Third | Second |
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Language |
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Prerequisites | ||||||||||||||||||||||||||||||||||||||||
Department | DIREC.Y ECONOMIA DE LA EMPRESA |
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Coordinador |
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deebat@unileon.es pcasc@unileon.es |
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Lecturers |
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Web | http:// | |||||||||||||||||||||||||||||||||||||||
General description | Risk, Return and Efficient Market Theory. Asset/Liabilities Classes and Financial Investments. Fixed Income Securities. Stocks. Fundamental Analysis. Technical Analysis. Futures, Options and Swaps. Introduction to Portfolio Management. Mutual Funds, Pension Funds and ETFs. | |||||||||||||||||||||||||||||||||||||||
Tribunales de Revisión |
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Competencias |
Code | |
A5273 | |
A5275 | |
A5287 | |
A5288 | |
A5290 | |
A5302 | |
A5308 | |
A5325 | |
A5375 | |
A5400 | |
A5419 | |
A5420 | |
A5422 | |
A5452 | |
B692 | |
B696 | |
B698 | |
B699 | |
B701 | |
B703 | |
B705 | |
B706 | |
B707 | |
B708 | |
B709 | |
B710 | |
B711 | |
B712 | |
B713 | |
B714 | |
B715 | |
B716 | |
B717 | |
B718 | |
B719 | |
B720 | |
B721 | |
C1 | CMECES1 That students have demonstrated possession and understanding of knowledge in an area of study that is based on general secondary education, and is usually found at a level that, although supported by advanced textbooks, also includes some aspects that involve knowledge from the cutting edge of their field of study |
C2 | CMECES2 That students know how to apply their knowledge to their work or vocation in a professional manner and possess the skills that are usually demonstrated through the development and defense of arguments and the resolution of problems within their area of study. |
C3 | CMECES3 That students have the ability to gather and interpret relevant data (normally within their area of study) to make judgments that include reflection on relevant issues of a social, scientific or ethical nature. |
C4 | CMECES4 That students can transmit information, ideas, problems and solutions to both a specialised and non-specialised audience |
C5 | CMECES5 That students have developed those learning skills necessary to undertake further studies with a high degree of autonomy |
Learning aims |
Competences | |||
A5273 A5275 A5287 |
B701 B703 B705 B706 B707 B708 B709 B710 B711 B713 B715 B716 B717 B718 B719 B721 |
C1 C2 C3 C4 C5 |
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A5287 A5308 |
B692 B696 B698 B699 B701 B703 B705 B706 B708 B709 B711 B712 B713 B714 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 |
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A5273 |
B692 B696 B698 B699 B701 B708 B709 B710 B711 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 C5 |
|
A5308 A5420 |
B692 B696 B698 B699 B701 B703 B705 B706 B707 B708 B709 B710 B711 B712 B713 B714 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 C5 |
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A5290 A5308 A5422 |
B692 B696 B698 B699 B701 B703 B705 B706 B707 B708 B709 B710 B711 B712 B713 B714 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 C5 |
|
A5290 A5308 A5400 |
B692 B696 B698 B699 B701 B703 B705 B706 B707 B708 B709 B710 B711 B712 B713 B714 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 C5 |
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A5287 A5452 |
B692 B696 B698 B699 B701 B703 B705 B706 B707 B708 B709 B710 B711 B712 B713 B714 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 C5 |
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A5287 |
B692 B696 B698 B699 B701 B703 B705 B706 B707 B708 B709 B710 B711 B712 B713 B714 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 C5 |
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A5287 |
B692 B696 B698 B699 B701 B703 B705 B706 B707 B708 B709 B710 B711 B712 B713 B714 B715 B716 B717 B718 B719 |
C1 C2 C3 C4 C5 |
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A5287 A5288 A5302 A5308 A5325 A5375 A5419 |
B692 B696 B698 B699 B701 B703 B705 B706 B707 B708 B709 B710 B711 B712 B713 B714 B715 B716 B717 B718 B719 B720 B721 |
C1 C2 C3 C4 C5 |
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Contents |
Topic | Sub-topic |
Planning |
Methodologies :: Tests | |||||||||
Class hours | Hours outside the classroom | Total hours | |||||||
Tutorship of group | 15 | 0 | 15 | ||||||
Assignments | 0 | 40 | 40 | ||||||
Problem solving, classroom exercises | 8 | 0 | 8 | ||||||
Lecture | 36 | 50 | 86 | ||||||
Mixed tests | 1 | 0 | 1 | ||||||
(*)The information in the planning table is for guidance only and does not take into account the heterogeneity of the students. |
Methodologies |
Description | |
Tutorship of group | |
Assignments | |
Problem solving, classroom exercises | |
Lecture |
Personalized attention |
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Assessment |
Description | Qualification | ||
Lecture | 5% | ||
Tutorship of group | 3% | ||
Assignments | 40% | ||
Problem solving, classroom exercises | 2% | ||
Mixed tests | 50% | ||
Other comments and second call | |||
Sources of information |
Access to Recommended Bibliography in the Catalog ULE |
Basic |
BODIE, Z.; KANE, A.; MARCUS, A.J., Essentials of investments, McGraw-Hill-Irvin, 2013 Penman, Stephen H., Financial Statement Analysis and Security Valuation, McGraw-Hill, 2013 Rey Miró, Damiá, Guía Prácticade Análisis Técnico, BME, Madrid, 2015 CUTHBERTSON, K. y NITZSCHE, D., Investments, John Wiley and Sons, 2008 CUERVO, A.; RODRIGUEZ, L.; CALVO, A.; PAREJO, J.A., Manual del sistema financiero español, Ariel, 2012 BODIE, Z.; KANE, A. y MARCUS, A.J., Principios de Inversiones, McGrawHill, 2004 Siegel, J., Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies, McGraw-Hill, 2014 FERNÁNDEZ, P., Valoración de empresas: cómo medir y gestionar la creación de valor, Gestión 2000, 2004 |
Complementary |
MARIN, J.M. y RUBIO, G., Economía Financiera, Antoni Bosch, 2001 GONZÁLEZ PASCUAL, J., Análisis de la empresa a través de su información económico - financiera, Pirámide, 2002 REUTERS, Curso sobre Derivados, Gestión 2000, 2001 REUTERS, Curso sobre Mercados de Renta Fija, Gestión 2000, 2002 BENNINGA, S., Financial Modeling, MIT Press, 2008 PINDADO, J. (Coord.), Finanzas Empresariales, Thomson-Paraninfo, 2012 MARTÍNEZ-ABASCAL, E., Futuros y Opciones en la Gestión de Carteras, McGrawHill, 1994 MARTÍNEZ-ABASCAL, E., Invertir en Bolsa, McGrawHill, 1999 ELTON, E. J.; GRUBE, M. J.; BROWN, S.J.; GOETZMANN, W.N., Modern Portfolio Theory and Investment Analysis, Wiley Academic, 2010 |
Recommendations |