Inversiones
Se estudian las relaciones de riesgo y rendimiento, enfatizando la importancia de las teorías de portafolio, sus relaciones y funciones en el mundo de las inversiones. Se estudian los mercados de valores, la función de las instituciones y las diferentes teorías que buscan explicar dichos mercados. Se discuten y analizan detenidamente las alternativas de inversiones enfatizando sus riesgos y objetivos a que se prestan. Se analizan las necesidades relevantes de los inversionistas individuales e institucionales al determinar los objetivos de inversión. Además, se discute la administración y la programación de cartera de inversión de individuos e instituciones mediante la estilización de técnicas modernas. Este curso puede enseñarse en la modalidad educativa presencial, híbrido a distancia o totalmente en línea.
Prontuario del curso
Texto sugerido del curso
Essentials of Investments by ISBN: 9781264140275Publication Date: 2021(Acceso 4 usuarios simultáneos)
Bibliografía recomendada
Evaluación de proyectos de inversión: guía teórica y práctica by ISBN: 9786123183110Publication Date: 2021
The Savvy Investor's Guide to Building Wealth Through Traditional Investments by
Would you like to be a millionaire? If you're like most people, your answer is "yes". But unlike popular opinion, this goal is not beyond your reach. Building wealth is more common sense than secret formula. You need to invest wisely. This easy-to-read guide focuses on traditional investments - stocks, bonds, and cash or cash equivalents. Stocks and bonds are the heartbeat of Wall Street. Finance experts H. Kent Baker, John R. Nofsinger, and Andrew C. Spieler take you through how to invest in a single security, as well as mutual funds and exchange-traded funds (ETFs), which offer many potential benefits to individual investors. This practical and straightforward book is written for novice investors. It takes an innovative question-and-answer format to help you learn about traditional investments and to become a better investor. If you want to become a millionaire, and don't have the luck of buying a winning lottery ticket, this guide is for you.
ISBN: 9781839096112Publication Date: 2020
Big Mistakes by
A Must-Read for Any Investor Looking to Maximize Their Chances of Success Big Mistakes: The Best Investors and Their Worst Investments explores the ways in which the biggest names have failed, and reveals the lessons learned that shaped more successful strategies going forward. Investing can be a rollercoaster of highs and lows, and the investors detailed here show just how low it can go; stories from Warren Buffet, Bill Ackman, Chris Sacca, Jack Bogle, Mark Twain, John Maynard Keynes, and many more illustrate the simple but overlooked concept that investing is really hard, whether you're managing a few thousand dollars or a few billion, failures and losses are part of the game. Much more than just anecdotal diversion, these stories set the basis for the book's critical focus: learning from mistakes. These investors all recovered from their missteps, and moved forward armed with a wealth of knowledge than can only come from experience. Lessons learned through failure carry a weight that no textbook can convey, and in the case of these legendary investors, informed a set of skills and strategy that propelled them to the top. Research-heavy and grounded in realism, this book is a must-read for any investor looking to maximize their chances of success. Learn the most common ways even successful investors fail Learn from the mistakes of the greats to avoid losing ground Anticipate challenges and obstacles, and develop an advance plan Exercise caution when warranted, and only take the smart risks While learning from your mistakes is always a valuable experience, learning from the mistakes of others gives you the benefit of wisdom without the consequences of experience. Big Mistakes: The Best Investors and Their Worst Investments provides an incomparable, invaluable resource for investors of all stripes.
ISBN: 9781119366416Publication Date: 2018
Tactical Portfolios by
Take an active management approach with liquid alternatives to increase R.O.I. Take advantage of inefficiencies in the market by investing in alternative assets. Hedge fund and private equity investment diversifies your portfolio and helps shield you from market volatility, allowing your more passive assets to work the long game. In Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives, author Bailey McCann guides you through the principles of hedge fund investment and the associated philosophies of risk management strategies. McCann's background in reporting and analyzing government policy and regulatory issues positions her as a valuable source of strategic investment advice. As Senior Editor of Opalesque's Alternative Market Briefing, her take on the market is read by every one of the top 100 hedge fund managers on a daily basis. In Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives, McCann goes in-depth on important topics. Strategies for equities, managed futures and fixed income What to expect and common misconceptions Investment mechanics of specific strategies Valuation, red flags, and regulatory changes If your passive approach has failed to produce the desired results, liquid alternative investment may be the answer. While long/short will always be around, external forces can change its impact on your portfolio and it may be time to expand your investment arsenal. Tactical Portfolios: Strategies and Tactics for Investing in Hedge Funds and Liquid Alternatives will help you get the most out of any market.
ISBN: 9781118731604Publication Date: 2014
Equity Markets and Portfolio Analysis by
Understand today's investment challenges and the role of the Bloomberg system In recent years, changes have swept through the investment industry like wildfire. Academia has followed along and provided new lenses for viewing this transformation, as well as new strategies for gaining a true understanding and knowledge of investment and financial markets. Now, Equity Markets and Portfolio Analysis has been created to further inform investment professionals and finance students on the basic concepts and strategies of investments, and to provide more detailed discussions on advanced strategies and models. The concepts covered in this book will help readers gain a better understanding of the markets and uses for an increasing number of securities, strategies, and methodologies. Equity Markets and Portfolio Analysis is the only core investment book that covers the functionality of Bloomberg terminals, increasingly critical tools both in the classroom and on the trading floor. As Bloomberg terminals now play a key role in the research, teaching, and managing of student investment funds, understanding the system's information and analytical functions has become more important than ever. In-depth coverage of fundamentals through more detailed concepts for students and professionals who want to better understand the evaluation, selection, and management of securities One-of-a-kind training and instructional course, introduction to Bloomberg investment subjects, and reference for CFA preparation Bloomberg material provided in an appendix accompanying each chapter, a useful option for professors Ideal for finance practitioners, investment bankers, and academics This unique resource will give readers both the foundational knowledge and the analytical tools necessary for investment success, both in the classroom and in the real world.
ISBN: 9781118202685Publication Date: 2014
Investor Behavior by
WINNER, Business: Personal Finance/Investing, 2015 USA Best Book Awards FINALIST, Business: Reference, 2015 USA Best Book Awards Investor Behavior provides readers with a comprehensive understanding and the latest research in the area of behavioral finance and investor decision making. Blending contributions from noted academics and experienced practitioners, this 30-chapter book will provide investment professionals with insights on how to understand and manage client behavior; a framework for interpreting financial market activity; and an in-depth understanding of this important new field of investment research. The book should also be of interest to academics, investors, and students. The book will cover the major principles of investor psychology, including heuristics, bounded rationality, regret theory, mental accounting, framing, prospect theory, and loss aversion. Specific sections of the book will delve into the role of personality traits, financial therapy, retirement planning, financial coaching, and emotions in investment decisions. Other topics covered include risk perception and tolerance, asset allocation decisions under inertia and inattention bias; evidenced based financial planning, motivation and satisfaction, behavioral investment management, and neurofinance. Contributions will delve into the behavioral underpinnings of various trading and investment topics including trader psychology, stock momentum, earnings surprises, and anomalies. The final chapters of the book examine new research on socially responsible investing, mutual funds, and real estate investing from a behavioral perspective. Empirical evidence and current literature about each type of investment issue are featured. Cited research studies are presented in a straightforward manner focusing on the comprehension of study findings, rather than on the details of mathematical frameworks.
ISBN: 9781118492987Publication Date: 2014
Bases de datos Administración de Empresas
Bases de datos para localizar revistas académicas y profesionales en temas de Administración de Empresas:
- ABI/INFORM CollectionLa base de datos presenta miles de revistas de texto completo, disertaciones, documentos de trabajo, publicaciones clave de negocios y economía, como The Economist, informes centrados en el país y la industria, y datos descargables. Su cobertura internacional ofrece a los investigadores una imagen completa de las empresas y las tendencias comerciales en todo el mundo.
Temas: Administración, Contabilidad, Negocios, Finanzas, Economía, Seguros, Recursos Humanos, Gerencia, Liderazgo, Marketing, Mercadeo, Empresarismo, Banca. Accounting, Administration, Business, Compañías, Companies, Commerce, Finance, Human Resources, Insurance, Economy, Banking - Accounting, Tax & Banking CollectionContiene indices y articulos en texto completo de publicaciones en el área de contabilidad y finanzas.
Otros temas: Administración, Economía, Seguros, Recursos Humanos, Gerencia, Liderazgo, Marketing, Mercadeo, Empresarismo, Banca. - Business Market Research This link opens in a new windowContiene Informes y Perfiles de mercado de compañías, Industrias procedente de tres reconocidas fuentes, Hoover's Company Profile, OxResearch, y Snapshots.
Temas: Finanzas, Negocios, Administración, Administración de Empresas, Compañías, Industry Reports, Informes, Perfiles, Industrias - Proquest Databases This link opens in a new windowPermite realizar búsquedas en todas las bases de datos de Proquest.
Proquest Central, Dissertation Abstracts & Thesis, Historical Newspapers: The New York Times y Worldwide Political Science Abstracts - Dialnet This link opens in a new windowDialnet es uno de los mayores portales bibliográficos del mundo, cuyo principal cometido es dar mayor visibilidad a la literatura científica hispana.
- Directory of Open Access Journals (DOAJ) This link opens in a new windowEl Directory of Open Access Journals es un servicio que provee acceso gratuito a revistas cientiicas y academicas en diversos idiomás y materias.
- Google Scholar This link opens in a new windowBase de datos bibliográfica multidisciplinaria. Provee acceso a la información bibliográfica y en ocasíones el texto completo de artículos, documentos, libros, tesis y disertaciones.
- Redalyc This link opens in a new windowRedalyc incluye revistas científicas de los países de América Latina y el Caribe, España y Portugal.
Magazines y periódicos internacionales en temas de economía, finanzas y negocios
- PressReader Business & Current AffairsProvee acceso a magacines y periódicos en temas de economía, finanzas y negocios. Aquí encontrará reconocidos títulos como: Forbes, Fortune, Business World, Business Times, Harvard Deusto Business Review, Inc. y muchos más.
Para búsqueda de información sobre leyes, casos y reglamentos puede utilizar las siguientes bases de datos:
- MicroJuris This link opens in a new windowBase de datos especializada en información legal.
Temas:
Leyes, Puerto Rico, Criminalidad, Justicia Criminal, Criminología, Law, Legislation, Legislación, Casos, Criminology, Criminal Justice, Cases - Ayuda Legal PRProvee información relacionada a temas legales que abarcan derecho de familia, inmigración, género, educación, herencias, etc.
Temas: Leyes, Law, Puerto Rico - FindLawProvee acceso a fuentes de información de leyes federales por estado.
Temas: Derecho, Leyes, Justicia Criminal, Justicia, Criminología, Law, Legislation,
Legislación, Casos , Jurisprudencia, Criminology, Justice, Criminal Justice, Cases,
Jurisprudence
Sitios web
- Bloomberg Provee acceso a información de datos relacionado al mundo financiero y la bolsa de valores. Temas: Finanzas, Administración de Empresas, Economía, Business, Compañías, Companies, Finance, Industrias Economy, Comercio, Commerce, Banking, Banca
- Central bank and monetary authority websites Directorio que recoge los sitios web de los bancos centrales y bancos de diferentes países del mundo. Temas: Finanzas, Administración de Empresas, Business, Finance, Banking, Banca
- EuroStat Provee información sobre datos económicos y financieros de los países de la Unión Europea. Temas: Finanzas, Estadísticas, Administración de Empresas, Business, Finance, Statistics, Economic statistics, Estadísticas económicas
- Federal Deposit Insurance Corporation (FDIC) Provee acceso a datos estadísticos sobre el mundo de la banca y las finanzas. Temas: Finanzas, Finance, Seguros, Insurance, Banking, Banca
- Federal Reserve System El Sistema de la Reserva Federal es el banco central de Estados Unidos. Realiza cinco funciones generales para promover el funcionamiento eficaz de la economía de los Estados Unidos y, de manera más general, el interés público. Provee acceso a datos, estadísticas, informes y educación para el consumidor. Temas: Finanzas, Administración de Empresas, Economía, Business, Finance, Economy, Banking, Banca
- Free Management Library Provee acceso a información variada en temas de administración, comercio, gerencia, finanzas, negocios, recursos humanos y seguros. Temas: Contabilidad, Finanzas, Negocios, Mercadeo, Empresarismo, Recursos Humanos, Administración, Administración de Empresas, Accounting, Administration, Business, Finance, Marketing, Labor, Human Resources, Comercio, Commerce, Seguros, Insurance, Management, Gerencia, Entrepreneurship
- GEM: Global Entrepreneurship Monitor Provee acceso a informes, datos estadísticos y perfiles sobre administración y desarrollo empresarial. Temas: Negocios, Empresarismo, Administración, Administración de Empresas Administration, Business, Comercio, Commerce, Entrepreneurship
- IMF Data (International Monetary Fund) Contiene datos del Fondo Monetario Internacional, tasas de cambio y otros indicadores económicos y financieros y estadísticas financieras internacionales desde 1948. Los indicadores disponibles normalmente incluyen el tipo de cambio de un país, la posición del fondo, la liquidez internacional, las estadísticas monetarias y las tasas de interés. , precios, producción, trabajo, transacciones internacionales, cuentas gubernamentales, cuentas nacionales y población. (Actualizado mensualmente) Los datos de IFS e IMF requieren un registro / inicio de sesión gratuito en línea. Puede ver el IFS y otros conjuntos de datos sin registrarse, pero solo puede guardar y descargar datos registrándose. Temas: Finanzas, Negocios, Administración de Empresas, Economía, Business, Finance, Economy
- NAIC Center for Insurance Policy & Research Library Centro de Recursos del National Association of Insurance Commissioners provee acceso a estadísticas, informes y artículos. Temas: Finanzas, Administración de Empresas, Business, Finance, Seguros,Insurance
- OECD iLibrary Biblioteca Digital de la Economic Cooperation and Development (OECD) que provee acceso a las pubicaciones, informes, estadísticas e indicadores en diversos temas de economía a nivel mundial. Temas: Economía, Statistics Economy, Poverty, Pobreza Desarrollo económico Economic development, Estadísticas
- Oficina del Comisionado de Instituciones Financieras (OCIF) Sitio web de la Oficina del Comsionado de Instituciones Financieras de Puerto Rico (OCIF). Provee acceso a leyes, reglamentos, información para consumidores y estadísticas. Temas: Finanzas, Finance, Banking, Banca