Educational guide
IDENTIFYING DATA							2023_24
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 CASTRO CASTRO , PAULA 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
A19130
A19131
B5847
B5848
B5853
B5855
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.

Learning aims

	Competences
	A19130	B5848 B5853	C3
	A19130 A19131	B5847 B5848	C2
	A19130 A19131	B5847 B5848	C3
	A19130 A19131	B5853	C2 C3
	A19130 A19131	B5847 B5848 B5853 B5855	C2 C3

Contents

Topic	Sub-topic

Planning

Methodologies  ::  Tests
	Class hours	Hours outside the classroom	Total hours
	18	30	48
Lecture	40	60	100
Mixed tests	1.5	0	1.5
	0.5	0	0.5
(*)The information in the planning table is for guidance only and does not take into account the heterogeneity of the students.

Methodologies

Methodologies   ::  

	Description
Lecture

Personalized attention

Description

Assessment

	Description	Qualification
Lecture		15%
Mixed tests		60%
		25%
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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