Educational guide
IDENTIFYING DATA 2017_18
Subject FINANCIAL INVESTMENT THEORY Code 00509029
Study programme
GRADO EN FINANZAS
Descriptors Credit. Type Year Period
6 Compulsory Third Second
Language
Castellano
Prerequisites
Department DIREC.Y ECONOMIA DE LA EMPRESA
Coordinador
AMOR TAPIA , BORJA
E-mail deebat@unileon.es
pcasc@unileon.es
jfert@unileon.es
Lecturers
AMOR TAPIA , BORJA
CASTRO CASTRO , PAULA
FERNANDEZ TEJERINA , JUAN CARLOS
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
Tribunal titular
Cargo Departamento Profesor
Presidente DIREC.Y ECONOMIA DE LA EMPRESA FANJUL SUAREZ , JOSE LUIS
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  
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
C2
C3
C4
C5

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
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
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
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
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
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
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
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

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
Methodologies   ::  
  Description
Tutorship of group
Assignments
Problem solving, classroom exercises
Lecture

Personalized attention
 
Tutorship of group
Description

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
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
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

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