Cod: 61023
Department: DCSG
Scientific area: Management
Total working hours: 156
Total contact time: 15

This course unit is dedicated to the selection of portfolios of assets by an investor, the equilibrium models of capital market and the valuation of financial assets.


At the end, students should be able to select a portfolio of assets, apply equilibrium models of capital markets and pursue to the valuation of bonds, stocks and options.

Markets & Financial Investments 
Fixed income securities
Portfolio theories and equilibrium models
Variable income securities

Investimentos Financeiros – Teoria e prática. António Freitas Miguel, João Pedro Nunes, Luís Oliveira, Rui Alpalhão, João Miguel Lourenço, Miguel Almeida Ferreira, Daniel Pimentel, António Gomes Mota e Clementina Dâmaso Barroso. Sílabo, 3ª Edição revista e aumentada, 2019.
Mercados e Investimentos Financeiros. Cesaltina Pires, Escolar Editora, 3.ª edição, 2013.
Risco Financeiro - Medida e Gestão. Carlos Pinho, Ricardo Valente, Mara Madaleno e Elisabete Vieira. Sílabo. 2012.


Continuous assessment is privileged: 2 or 3 digital written documents (e-folios) during the semester (40%) and a presence-based final exam (p-folio) in the end of the semester (60%). In due time, students can alternatively choose to perform one final presence-based exam (100%).

Computer skills; Computer vocabulary; Spreadsheet.
Basic texts are written in Portuguese, however students are recommended to be competent in English as complementary readings may be in English.