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Asset Valuation and Selection
Engineering & Social Sciences Program
Madrid, Spain
Dates: 8/28/22 - 12/23/22
Asset Valuation and Selection
OVERVIEW
CEA CAPA Partner Institution: Universidad Carlos III de Madrid
Location: Madrid, Spain
Primary Subject Area: Finance
Instruction in: English
Course Code: 13776
Transcript Source: Partner Institution
Course Details: Level 400
Recommended Semester Credits: 3
Contact Hours: 42
Prerequisites: Mathematics (Linear Algebra and Calculus), Statistics, Econometrics I and II, Microeconomics III, Financial Economics, Corporate Finance, Financial Systems
DESCRIPTION
Chapter 1. Introduction
What is this course about?
Grading
Data and Software
Asset standardized description
Project
Basic ideas
Asset classes: historical performance
CFD
ETF
Chapter 2. Why sustainable investing?
Evidence on Climate Change (CC)
Causes
Projections (IAM Models)
Consequences
Strategies
International protocols
Chapter 3. Green Investment Gap
Dealing with Climate Change
Green Investment Gap
ESG factors
Initiatives: UN, EU
The role of the insurance sector
Low Carbon Economy in six charts
Chapter 4. Sustainable Investing: Green Bonds
What is a green bond?
Labeling
The market of GB
Primary market
Secondary market
Portfolios
Real-economy effects
Chapter 5. Sustainable Investing: Stock Markets
Doing well or doing good?
ESG factors
Security selection
SRI performance
Testing factors
Multiple testing
ESG ratings
Trading strategies
Evaluating trading strategies
Chapter 6. Sustainable Investing: Green Real Estate
Real estate and the environment
Investing in energy efficiency
Green Buildings
REITS
Green mortgages
Chapter 7. Sustainable Investing: New markets
Carbon markets
CDM&JI
ETS
EU-ETS
Carbon prices
Carbon markets strategies
Tradable White certificates (Energy Savings Certificate, Energy Efficiency Credit).
Chapter 8. Investment strategies
Passive and Active investment strategy
Performance measures
J.M. Keynes as investor
Market timing
Security Selection
Warren Buffet, Georges Soros and the Norway Sovereign Fund
Global Asset Allocation
Chapter 9. Personal portfolio choice
Preliminaries
Life expectancy
Instruments
Insurance
Asset allocation
Investment funds
REITS
Chapter 10. Behavioral finance
Efficient Markets?
Some experiments
Psychology
Biases
Preferences
Prospect Theory
Limits to Arbitrage
Bubbles
Behavioral Investment Strategies
What is this course about?
Grading
Data and Software
Asset standardized description
Project
Basic ideas
Asset classes: historical performance
CFD
ETF
Chapter 2. Why sustainable investing?
Evidence on Climate Change (CC)
Causes
Projections (IAM Models)
Consequences
Strategies
International protocols
Chapter 3. Green Investment Gap
Dealing with Climate Change
Green Investment Gap
ESG factors
Initiatives: UN, EU
The role of the insurance sector
Low Carbon Economy in six charts
Chapter 4. Sustainable Investing: Green Bonds
What is a green bond?
Labeling
The market of GB
Primary market
Secondary market
Portfolios
Real-economy effects
Chapter 5. Sustainable Investing: Stock Markets
Doing well or doing good?
ESG factors
Security selection
SRI performance
Testing factors
Multiple testing
ESG ratings
Trading strategies
Evaluating trading strategies
Chapter 6. Sustainable Investing: Green Real Estate
Real estate and the environment
Investing in energy efficiency
Green Buildings
REITS
Green mortgages
Chapter 7. Sustainable Investing: New markets
Carbon markets
CDM&JI
ETS
EU-ETS
Carbon prices
Carbon markets strategies
Tradable White certificates (Energy Savings Certificate, Energy Efficiency Credit).
Chapter 8. Investment strategies
Passive and Active investment strategy
Performance measures
J.M. Keynes as investor
Market timing
Security Selection
Warren Buffet, Georges Soros and the Norway Sovereign Fund
Global Asset Allocation
Chapter 9. Personal portfolio choice
Preliminaries
Life expectancy
Instruments
Insurance
Asset allocation
Investment funds
REITS
Chapter 10. Behavioral finance
Efficient Markets?
Some experiments
Psychology
Biases
Preferences
Prospect Theory
Limits to Arbitrage
Bubbles
Behavioral Investment Strategies