The course aims at providing an in-depth treatment of major asset classes and financial instruments. After a discussion of basic features of bond, equity and derivative markets, the course focuses on portfolio theory (Portfolio Selection by Markowitz, Capital Asset Pricing Model) and asset management.
scheda docente
materiale didattico
Part I
· Government bonds and corporate bonds
· Yiled curve
· Evaluation, return and risk of bonds
Part II
· Evaluation, return and risk of equity shares
· Markowitz Portfolio Selection and Capital Asset Pricing Model
Part III
· Investment services and asset allocation
· Asset allocation strategies
· Performance evaluation in asset allocation
Part IV
· Financial derivatives: forward, future, swap, option
· Investment certificates
Additional materials will be available in the course web page.
Mutuazione: 21201487 ECONOMIA DEL MERCATO MOBILIARE in Economia e gestione aziendale L-18 0 RICCI ORNELLA
Programma
The program can be divided in four modules.Part I
· Government bonds and corporate bonds
· Yiled curve
· Evaluation, return and risk of bonds
Part II
· Evaluation, return and risk of equity shares
· Markowitz Portfolio Selection and Capital Asset Pricing Model
Part III
· Investment services and asset allocation
· Asset allocation strategies
· Performance evaluation in asset allocation
Part IV
· Financial derivatives: forward, future, swap, option
· Investment certificates
Testi Adottati
Bodie Z., Kane A., Marcus A. J. Essentials of investments, 10th Edition, Mc-Graw Hill (chapters 1,2,3,4,5,6,7,8,10,11,13,15,17,18)Additional materials will be available in the course web page.
Modalità Erogazione
Face-to-face lectures In-class exercises Seminars and/or case studies discussionsModalità Frequenza
Attendance in the Course is recommended, but not mandatory.Modalità Valutazione
A (mandatory) oral examination and two (optional) written tests (middle and end-course). The intermediate written tests (90 minutes) include open-ended questions, exercises, and multiple choice tests. The oral examination is a discussion about at least three topic of the program. The oral and written examinations are used to evaluate: i) the degree of knowledge of the syllabus; ii) analytical and critical judgement; iii) the ability to use technical language.