Faculty of Economic and Business Sciences

Investment Decisions

Module I: The Essentials of the MarketModule II: What will I find in the market?Module III: Bloomberg Workshop: How do I manage my investments?
Chapter 1: Macroeconomic Indicators
  • Monetary and fiscal policy
  • Inflation and GDP
  • Key market indicators
Chapter 2: Review of Financial Statements and Ratios
  • Balance Sheet.
  • Income Statement.
  • Cash Flow.
  • Financial and Valuation Ratios.
Chapter 3: Quantitative Tools
  • Present Value.
  • Simple rates vs. Compound rates.
  • TREA-TCEA.
  • Volatility.
  • Product risk vs market risk (BETA).
Chapter 4: The Stock Market
  • Main actors.
  • Primary and Secondary Market.
  • Public Offerings.
  • Purchase and sale orders for securities.
Chapter 5: Fixed Income Instruments and Credit Risk
  • Characteristics of Fixed Income.
  • Types of Bonds.
  • Credit Rating.
  • Payment Priority.
  • Instrument Performance.
Chapter 6: Equity Instruments and Associated Risks
  • Equity and its characteristics.
  • Stock valuation.
  • Price vs. Value.
  • Types of shares.
Chapter 7: Investment Vehicles
  • Definition.
  • Characteristics.
  • Limitations.
  • Direct and Indirect Investments.
  • Mutual Funds
  • Investment Funds
Chapter 8: Alternative Investments
  • Private Capital.
  • Real Estate Market.
  • Raw Materials.
  • Forwards.
  • Swaps.
  • Futures.
  • Options, notes, and structured products.
Chapter 9: Customer Profiling
  • Investor Profile.
  • Goals.
  • Risk tolerance.
Chapter 10: Creating the Portfolio
  • Diversification (passive and active management).
  • Technical and fundamental analysis.
  • Portfolio construction.
Project Capstone
  • Presentation of the Personal Investment Plan.

*Special sessions and exams may be scheduled outside of regular class hours, after prior communication with the students.