IPLUSO 22291

Management and Financial Analysis of Investments

• ApresentaçãoPresentation

  This UC aims to provide the necessary skills for understanding concepts and modeling investment projects in business, with regard to techniques for their construction, evaluation criteria, risk analysis and conclusions.
• ProgramaProgramme

  1. Introduction to Investment analysis: Concepts of; Investment, Project, Profitability, Cash Flow, Present Value Calculations: Interest rate and Discount cash flow 2. The Business Plan and its importance for the analysis and evaluation of the investment. 3. Investment analysis and evaluation 4. Sensitivity analysis 5. Conclusion and project evaluation report
• ObjectivosObjectives

  This CU aims to develop the student knowledge, skills and competences that are listed: 1. Know how to explain concepts of investment analysis; 2. Know how to make a business plan; 3. Describe a business model; 4. Describe sources of financing; 5. Know how to analyses the economic and financial situation of a company; 6. Know how to evaluate investment projects.
• BibliografiaBibliography

  Duarte, C. e Esperança, J.P. (2014). Empreendedorismo e Planeamento Financeiro. 2ª edição. Edições Sílabo. Menezes, H.C. (1999). Princípios de Gestão Financeira. 7ª edição, Lisboa, Editorial Presença, Mota, A. G. & Custódio, C. (2012). Finanças da Empresa. 7.ª Edição, Bnomics Soares, J.O., Fernandes, A.V., Março, A.A. e Marques, J.P.P. (1999). Avaliação de Projectos de Investimento na Óptica Empresarial. Edições sílabo. Soares, I., Moreira, J., Pinho, C. e Couto, J. (2020). Decisões de Investimento – Análise Financeira de Projectos. 4ª edição. Rdições Sílabo.
• MetodologiaMethodology

  Expositional Methodology and Self-study Methodology: Knowledge acquisition will be measured through a test. Participative Methodology and Active Methodology: Skill development will be assessed through team work, and consists of a presentation and discussion of a case study. The weighting coefficients in the calculation of the final mark will be as follows: Test - 45%; Team work (preparation and presentation)- 45%; Attendance, participation  and attitudes - 10%. Grades: 1. Attendance is an integral part of continuous assessment in this CU. 2. Students who have a final grade of 10 or higher (minimum of 8 in each) in the continuous evaluation elements indicated above will be approved.     3. If they are not approved, they will have to take an examination test.
• LínguaLanguage

  Português
• TipoType

  Semestral
• ECTS

  4
• NaturezaNature

  Mandatory
• EstágioInternship

  Não