Mathematics (Linear Algebra and Calculus), Statistics, Econometrics I and II, Microeconomics III, Financial Economics, Corporate Finance, Financial Systems Programming skills in Matlab o similar language (S, R).

This course presents the main tools for designing and evaluating investment strategies. First, we review the main asset classes and investment instruments. After describing the main asset classes, investment instruments, and portfolio performance measures, we focus on the critical aspects of sustainable financial investing. Next, we review the elements of investment strategies, and the course ends with some suggestions for personal portfolio choice. All the material and the readings are in English.

Course: 4 Semester: First PROGRAM: Chapter 1. Introduction What is this course about? Grading Data and Software Project Asset standardized description Chapter 2. Asset Classes, Investments Instruments, and Portfolio Performance Asset Classes Investment Instruments Financial Risk Factors CFD Investment funds ETF Assessing Portfolio Performance Chapter 3. Sustainable Finance Why is sustainability important? Traditional and sustainable finance ESG factors ESG Investment Strategies Green Financial products Chapter 4. The Elements of the Investment Strategy Passive Investment Active Investment Asset Allocation Security Selection Market Timing Chapter 5. Personal portfolio choice Preliminaries Life expectancy Instruments Insurance Asset allocation Investment funds REITs

Methodology: (1) Theory. (2) Cases (3) Computer simulations. (4) Exercises (5) Class discussion.