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Disciplina asociada:Finanzas |
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Escuela:
Negocios
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Departamento Académico:
Contabilidad y Finanzas
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Programas académicos: |
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Requisitos:(Haber Aprobado FZ2001 y Estar Cursando FZ3011 o Haber Cursado FZ3011) |
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Equivalencia:FZ3028 ; AF00881 |
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Intención del curso en el contexto general del plan de estudios: |
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Es un curso de nivel avanzado en el área de la administración financiera por lo que considera que los estudiantes ya están familiarizados con y saben usar: los conceptos, herramientas y metodología esencial de la estadística y econometría financiera; las bases de datos de información económica y financiera; y las herramientas de programación en Excel para la elaboración de modelos financieros sencillos. Con respecto a las materias del campo de estudio, se considera que conozcan los principales instrumentos financieros comercializados en los mercados financieros mexicanos e internacionales, sus características principales, así como los actores principales que operan en ellos. Como producto de aprendizaje de este curso, se espera que los estudiantes sepan evaluar diferentes alternativas de inversión y crear carteras sencillas que optimizan el perfil de riesgo rendimiento dentro del marco de objetivos preestablecidos por los diversos inversionistas. |
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Objetivo general de la Unidad de Formación: |
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| Al finalizar este curso, el estudiante será capaz de construir, administrar y evaluar prácticamente carteras de inversión, dentro del marco de los objetivos y restricciones planteados por diversos grupos de inversionistas. | |||||
Técnica didáctica sugerida: |
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| Aprendizaje colaborativo | |||||
Bibliografía sugerida: |
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LIBROS DE TEXTO: * Sharpe, William F., Investments / William F. Sharpe, Gordon J. Alexander, Jeffery V. Bailey., 6th ed., Upper Saddler River, NJ : Prentice Hall, c1999., * Frank K. Reilly & Keith C. Brown, Investment Analysis & Portfolio Management, 7th edition, USA : Thomson – South-Western, * Bodie., Investments & educational / Bodie., New York : Amityville, 2005., |
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Perfil del Profesor: |
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(520801)Maestría en Finanzas ; (520201)Maestría en Administración/Dirección de Negocios ; (520301)Maestría en Contabilidad ; (520801)Doctorado en Finanzas ; (520201)Doctorado en Administración/Dirección de Negocios CIP: 520801, 520201, 520301 |
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Discipline:Finance |
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School:
Business
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Academic Department:
Accounting and Finance
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Programs: |
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Prerequisites:( FZ2001 and FZ3011 Corequisite or FZ3011) |
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Equivalences:FZ3028 ; AF00881 |
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Course intention within the general study plan context: |
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It is an advanced level course in the financial management area for which it is considered that the students are already familiarized with and know how to use: the concepts, tools and essential methodologies for statistics and financial econometrics, data bases in economic and financial information, and the Excel programming tools for the elaboration of simple financial models. About the field study courses, it is considered that they know the main commercialized financial instruments in the Mexican and international markets, their main characteristics as well as the main actors that operate in them. As learning product it is expected that the students know how to evaluate different investment alternatives and create simple wallets that optimize the risk-performance profile within the framework of the objectives pre-established by the different investors. |
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Course objective: |
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| This course will enable the student to apply the techniques derived from modern portfolio theory to the planning, construction, and management of portfolios as well as to monitor and evaluate its performance, aiming to achieve the highest possible return for an acceptable level of risk within the framework of goals and limitations posed by different investors. | |||||
Teaching and learning tecniques: |
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| Collaborative learning | |||||
Suggested Bibliography: |
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TEXT BOOKS: * Sharpe, William F., Investments / William F. Sharpe, Gordon J. Alexander, Jeffery V. Bailey., 6th ed., Upper Saddler River, NJ : Prentice Hall, c1999., * Frank K. Reilly & Keith C. Brown, Investment Analysis & Portfolio Management, 7th edition, USA : Thomson – South-Western, * Bodie., Investments & educational / Bodie., New York : Amityville, 2005., |
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Academic credentials required to teach the course: |
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(520801)Master Degree in Finances and (520201)Master Degree in Business Administration/Management and (520301)Master Degree in Accountancy and (520801)Doctoral Degree in Finances and (520201)Doctoral Degree in Business Administration/Management CIP: 520801, 520201, 520301 |
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