Università Roma Tre

In line with the learning objectives of the Bachelor’s degree in Economics and Business Management (CLEGA), this course aims to provide the students with a general understanding of financial markets and financial instruments (bonds, equities, and derivatives). For each category of financial instrument, the course analyzes the main characteristics and trading methods, as well as the most common risk and return measures to support investment choices. The course also provides an overview of regulation in the field of investment services and mutual funds. With regard to asset allocation, after considering the main theoretical models (Markowitz's Portfolio Selection, Capital Asset Pricing Model), the course deals with investment strategies and methodologies for evaluating asset managers' performance.
At the end of the course, the students will have developed:
• an in-depth knowledge of financial markets and financial instruments, as well as the main theoretical portfolio models;
• a basic knowledge of the regulation applicable to investment services and mutual funds;
• the ability to calculate and interpret the main risk and return measures of financial instruments;
• the ability to critically apply the main techniques for assessing asset managers' performance.