Investments and Portfolio Management (1 º Sem 2019/2020)
Linhas Programáticas
The course starts with an overview on financial markets and their instruments, and then goes towards alternative investments and portfolio theory.
It covers all steps in the portfolio management process: planning, execution and feedback. In the planning step we address the need for understanding the client?s needs and investor profiling. The preparation of investment policy statements (IPS) is discussed. For the execution step we look into strategies of asset allocation, security analysis and portfolio construction. Finally, on the feedback step we look into issues of portfolio monitoring and rebalancing as well as performance measurement and reporting.
The course also addresses equilibrium market models and discusses market efficiency and behavioural finance issues.
It covers all steps in the portfolio management process: planning, execution and feedback. In the planning step we address the need for understanding the client?s needs and investor profiling. The preparation of investment policy statements (IPS) is discussed. For the execution step we look into strategies of asset allocation, security analysis and portfolio construction. Finally, on the feedback step we look into issues of portfolio monitoring and rebalancing as well as performance measurement and reporting.
The course also addresses equilibrium market models and discusses market efficiency and behavioural finance issues.