Educational guide
IDENTIFYING DATA							2022_23
Subject	FINANCIAL INVESTMENT THEORY					Code	00508032
Study programme	0508 - G.ADMINISTRACIÓN Y DIR.DE EMPRESAS
Descriptors	Credit.	Type	Year	Period
	6	Compulsory	Fourth	First
Language	Castellano
Prerequisites
Department	DIREC.Y ECONOMIA DE LA EMPRESA
Coordinador	AMOR TAPIA , BORJA				E-mail	deebat@unileon.es mpreds@unileon.es
Lecturers	AMOR TAPIA , BORJA REDONDO SÁNCHEZ , MARÍA DEL PILAR
Web	http://
General description
Tribunales de Revisión	Tribunal titular Cargo Departamento Profesor Presidente DIREC.Y ECONOMIA DE LA EMPRESA TASCON FERNANDEZ , MARIA TERESA Secretario DIREC.Y ECONOMIA DE LA EMPRESA CASTAÑO GUTIERREZ , FRANCISCO JAVIER Vocal DIREC.Y ECONOMIA DE LA EMPRESA SIERRA FERNANDEZ , MARIA DEL PILAR Tribunal suplente Cargo Departamento Profesor Presidente DIREC.Y ECONOMIA DE LA EMPRESA GONZALEZ VELASCO , MARIA DEL CARMEN Secretario DIREC.Y ECONOMIA DE LA EMPRESA VALDUNCIEL BUSTOS , LAURA Vocal DIREC.Y ECONOMIA DE LA EMPRESA ROBLES GONZALEZ , FRANCISCO JAVIER

Competencias

Code
C1

Learning aims

	Competences
			C1
			C1
			C1
			C1
			C1
			C1

Contents

Topic	Sub-topic

Planning

Methodologies  ::  Tests
	Class hours	Hours outside the classroom	Total hours
Tutorship of group	15	0	15
Problem solving, classroom exercises	9	9	18
Assignments	1	20	21
Lecture	35	60	95
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

Methodologies   ::  

	Description
Tutorship of group
Problem solving, classroom exercises
Assignments
Lecture

Personalized attention

Tutorship of group

Description

Assessment

	Description	Qualification
Tutorship of group		15%
Lecture		15%
Problem solving, classroom exercises		10%
Mixed tests		60%
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 Práctica de 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 Education, 2014 FERNÁNDEZ, P., Valoración de empresas : cómo medir y gestionar la creación de valor, Gestión2000, 2004
Complementary	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 MARÍN, J. M. y RUBIO, G., Economía Financiera, Antoni Bosch, 2001 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

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