Educational guide
IDENTIFYING DATA							2022_23
Subject	PORTFOLIO THEORY					Code	01739018
Study programme	1739 - MASTER UNIVERSITARIO CIENCIAS ACTUARIALES Y FINANCIERAS (MUCAF)
Descriptors	Credit.	Type	Year	Period
	6	Compulsory	Second	Second
Language
Prerequisites
Department	DIREC.Y ECONOMIA DE LA EMPRESA
Coordinador	FEITO RUIZ, ISABEL				E-mail	ifeir@unileon.es mgonf@unileon.es
Lecturers	FEITO RUIZ, ISABEL GONZALEZ FERNANDEZ , MARCOS
Web	http://
General description
Tribunales de Revisión	Tribunal titular Cargo Departamento Profesor Presidente DIREC.Y ECONOMIA DE LA EMPRESA GONZALEZ VELASCO , MARIA DEL CARMEN Secretario DIREC.Y ECONOMIA DE LA EMPRESA SIERRA FERNANDEZ , MARIA DEL PILAR Vocal DIREC.Y ECONOMIA DE LA EMPRESA AMOR TAPIA , BORJA Tribunal suplente Cargo Departamento Profesor Presidente DIREC.Y ECONOMIA DE LA EMPRESA TASCON FERNANDEZ , MARIA TERESA Secretario DIREC.Y ECONOMIA DE LA EMPRESA VALDUNCIEL BUSTOS , LAURA Vocal DIREC.Y ECONOMIA DE LA EMPRESA CASTAÑO GUTIERREZ , FRANCISCO JAVIER

Competencies

Type A	Code	Competences Specific
	A17676
	A17677
	A17678
	A17679
Type B	Code	Competences Transversal
	B5463
	B5468
	B5470
	B5472
Type C	Code	Competences Nuclear
	C3

Learning aims

	Competences
	A17676 A17677 A17678 A17679	B5463 B5468 B5470 B5472	C3
	A17676 A17677 A17678 A17679	B5463 B5468 B5470 B5472	C3
	A17676 A17677 A17678 A17679	B5463 B5468 B5470 B5472	C3
	A17676 A17677 A17678 A17679	B5463 B5468 B5470 B5472	C3

Contents

Topic	Sub-topic

Planning

Methodologies  ::  Tests
	Class hours	Hours outside the classroom	Total hours
PBL (Problem Based Learning)	10	89	99
Practicals using information and communication technologies (ICTs) in computer rooms	10	0	10
Personal tuition	10	0	10
Lecture	20	0	20
Mixed tests	10	1	11
(*)The information in the planning table is for guidance only and does not take into account the heterogeneity of the students.

Methodologies

Methodologies   ::  

	Description
PBL (Problem Based Learning)
Practicals using information and communication technologies (ICTs) in computer rooms
Personal tuition
Lecture

Personalized attention

Personal tuition

Description

Assessment

	Description	Qualification
Practicals using information and communication technologies (ICTs) in computer rooms		20%
Mixed tests		80%
Other comments and second call

Sources of information

Access to Recommended Bibliography in the Catalog ULE

Basic	Vallejo, B.; Solorzano, M., Gestión Patrimonial y Banca Privada, Pirámide, 2013 Bodie,Z; Kane, A.; Marcus, A.J. , Investments, McGraw Hill, 2014 García-Olalla, M.; Martínez-García,F.J. , Manual del Asesor Financiero, Paraninfo, 2014 y 2018 Villalba, D., Teoría y Práctica de la Gestión de Carteras, BME, 2016
Complementary	Hull, J. , Introducción a los mercados de futuros y opciones, Prentice Hall, 2002 Murphy, J, Análisis técnico de los mercados financieros, Eada Gestión, 2000

Recommendations