Class 3 (M.F)

5 Outubro 2015, 09:30 • Raquel M. Gaspar

1 Basic Concept on Financial Markets (Cont.)

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1.4 Agents in Financial Markets

1.4.1 Supervision Authorities

1 .4.2 Financial Intermediaries

1.4.3 Pooled Investments

1.4.4 Investment Clients

1.5 Experiencing Financial

2 A Portfolio Perspective on Investing

2.1 Portfolio diversification

2.2 The Risk-return trade-off

2.3 The Emergence of Modern Portfolio Theory

3 Portfolio Management Process

3.1 Step One: planning

3.2 Step Two: execution/construction

3.3 Step Three:   feedback/ rebalance

3.4  Portfolio Protection

3.5 Contemporary Issues

 

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Class 2 (M.AS)

2 Outubro 2015, 10:00 • Raquel M. Gaspar

PART I - INTRODUCTION TO FINANCIAL MARKETS AND INVESTMENTS

 

1 Basic Concept on Financial Markets

1.1        Securities: Stocks, bonds, fund units, securitized credit units, warrants, etc.

1.2        Public Offers

1.2.1 Types of Offers

1.2.2 Particularities of Public offers

1.2.3 Announcement and Prospectus

1.2.4 Allocation Criteria

1.3        Elements of Financial Markets

1.3.1 Market Classification

1.3.2 Types of (exchange) orders

 1.3.3 The role of information

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Class 2 (M.F)

28 Setembro 2015, 13:30 • Raquel M. Gaspar

PART I - INTRODUCTION TO FINANCIAL MARKETS AND INVESTMENTS

 

1 Basic Concept on Financial Markets

1.1        Securities: Stocks, bonds, fund units, securitized credit units, warrants, etc.

1.2        Public Offers

1.2.1 Types of Offers

1.2.2 Particularities of Public offers

1.2.3 Announcement and Prospectus

1.2.4 Allocation Criteria

1.3        Elements of Financial Markets

1.3.1 Market Classification

1.3.2 Types of (exchange) orders

 1.3.3 The role of information

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Class 2 (M.F)

28 Setembro 2015, 09:30 • Raquel M. Gaspar

PART I - INTRODUCTION TO FINANCIAL MARKETS AND INVESTMENTS

 

1 Basic Concept on Financial Markets

1.1        Securities: Stocks, bonds, fund units, securitized credit units, warrants, etc.

1.2        Public Offers

1.2.1 Types of Offers

1.2.2 Particularities of Public offers

1.2.3 Announcement and Prospectus

1.2.4 Allocation Criteria

1.3        Elements of Financial Markets

1.3.1 Market Classification

1.3.2 Types of (exchange) orders

 1.3.3 The role of information

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Class 1 (M.AS)

25 Setembro 2015, 10:00 • Raquel M. Gaspar

Course Presentation

Introduction to Portfolio Management

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