99613 - Trading Game Lab

Learning outcomes

The course is structured into four parts.
In the first part, students will be introduced to the main alternative financial instruments (ETNs, ETCs, derivatives, etc.) through a practical and operational approach. Their use will be analyzed both for speculative purposes and to enhance portfolio efficiency, including the use of leverage for risk hedging (market and currency) and the creation of protected portfolios.

The second part focuses on financial planning, with in-class exercises and simulations involving client data collection. Students will learn how to build a properly diversified portfolio based on specific investment goals.

The third part involves portfolio construction using dedicated software tools. Students will assess the risk of various asset allocations they develop, aligning them with the client's risk tolerance.

In the fourth part, the course delves into financial analysis techniques for actively managing the portfolio in response to both exogenous and endogenous market events.

Course contents

Alternative Financial instruments (part 1)

1. Financial products as etf, etc and etn.
2. Private Equity, Hedge Fund and alternative finance.
3. Derivative instruments: futures.

Financial planning (part 2)

1. Investment objectives.
2. Life cycle needs.
3. Saving and investing.
4. The will

Building a portfolio (part 3)

1. Asset allocation concepts.
2. Defining investment time.
3. Financial risk.

Financial analysis (part 4)
1. Fundamental analysis.
2. Sentiment analysis.
3. Behavioral finance.

Readings/Bibliography

Recommended texts are suggested based on the student's interest, while for the lessons and exam preparation, the slides presented during the lessons are sufficient.

Teaching methods

The goal is to actively engage students in the lessons and specifically in the construction of portfolios according to the objectives of the personas being analyzed at any given time.

In addition to the slides, videos and websites are recommended for study and familiarity to provide points for reflection or valuable support for future research.

Assessment methods

The exam is written with multiple-choice questions, and the final grade is based on the number of correct or incorrect answers.

Teaching tools

Interested students can schedule a call on Teams with the prof. to further explore their interests related to the subject.

Office hours

See the website of Michele Clementi