75386 - Investments

Academic Year 2024/2025

  • Teaching Mode: Traditional lectures
  • Campus: Forli
  • Corso: First cycle degree programme (L) in Management and Economics (cod. 5892)

Learning outcomes

The purpose of the course is to evaluate investment decisions regarding asset allocation among alternative financial securities traded in the financial markets (bonds, stocks and derivatives). By the end of the course, students learn (a) how to evaluate the risk and the return associated with the securities traded in the financial markets (b) to effectively employ the modern portfolio theory in the selection of the securities.

Course contents

The course focuses on bonds, stocks, derivatives, and crypto-assets.

Content:

- Introduction to financial system

- Risk and Return of fixed income securities (bonds)

- Risk and Return of risky securities (stocks)

- Portfolio theory: theory and practice

- Asset pricing

- CAPM

- APT

- Portfolio Management

- Investment performance

- Introduction to crypto-assets

- COVID-19 and financial markets

- Introduction to the Option Pricing Theory

- The role of the corporate governance for financial markets.

- Sustainable Finance.

Readings/Bibliography

Bodie Kane Marcus (BKM), Investments, Mc Graw Hill, 10th Edition (or any other editions).

Teaching materials provided by the instructor of the course.

Suggested readings by the instructor of the course

Teaching methods

Teaching sessions and tutorials

Assessment methods

The exam consists of a written quiz containing open and multiple questions. Both kinds of questions might be about either theoretical arguments or exercises.

Teaching tools

Teaching slides available on Virtuale

Office hours

See the website of Giovanni Cardillo