Equity Analysis and Research
Objectives
This course is devoted to the practical aspects
of the structure of financial markets and execution of trades. It assumes that
students have basic knowledge of financial instruments. We aim to develop the
understanding of financial instruments, market structures and execution
strategies.
General characterization
Code
14514
Credits
3
Responsible teacher
Rui Silva
Hours
Weekly - Available soon
Total - Available soon
Teaching language
Portuguese | English
Prerequisites
Available soon
Bibliography
R. “tee” Williams, “An introduction to Trading in the Financial
Markets”, 1st ed, Academc Press
Teaching method
This is an introductory course and thus relies more on formal lectures
but also containing some on class discussion of real cases.
Evaluation method
The assessment of this curricular unit is done together with the block
of curricular units of the same area of knowledge. This assessment has 3
moments, which together define the final grade of the curricular unit:
• Individual
exam with a weighting of 50% of the total mark
•
Group work with a weighting of 35% of the total grade value
•
Individual reflection-action exercise carried out at the end of the curricular
unit, with a weighting of 15% of the total grade value. The set of individual
action-reflection exercises is a journaling activity, which will constitute, at
the end, a learning portfolio capable of synthesising the contributions of the
Executive Master for that student.
Subject matter
The course will be structured around the
following topics.
• Financial Instruments
• Primary and Secondary Market
• Exchange traded securities
• Off Exchange traded securities
• Market structure and regulation
• Execution Strategies