Investment Projects

Scholar Year: 2014/2015 - 2S

Instance: 2014/2015 - 2S

Courses

Docência - Horas Theoretical: 1 Practices: 2 Type Teacher Classes Hours Theoretical Totals 1 1,00 Agostinho Bucha   1,00 Practices Totals 1 2,00 Agostinho Bucha   2,00

Docência - Responsabilidades Teacher Responsability Joaquim Manuel da Silva Ribeiro Head

Teaching weeks:

15

Teaching language

Portuguese

Objetivos de aprendizagem

- Identify the different investment’s types
- know and to interrelate stages of project preparation;
- Develop and analyze a project;
- Adjust the financing process to the characteristics of the investment;
- Dominate basic tools for sensitivity and risk analysis in assessing projects.

Contents

PART I - INTRODUCTION
1. Investment Project Concept
2. Project Development stages
3. Project evaluation Types
4. Types of investment project
PART II - PROJECT ASSESSMENT STUDY
1. Evaluation study phases of the project
2. Project Identification
3. Project Formulation
PART III - THE NECESSARY INFORMATION PROJECT EVALUATION
1. The concept of cash flow
2. The concept of discouting
3. Financial basis of calculation
4. Current Prices vs. Constant prices
PART IV - PROJECT FINANCING
1. Financing
2. Short-term financing
3. Medium and long term Financing
4. Funding Sources
5. Calculation of financing needs
PART V - PROJECT EVALUATION CRITERIA
1. Accounting criteria
2. Criteria based on cash flow
PART VI - RISK AND UNCERTAINTY IN PROJECT EVALUATION
1. Sensitivity Analysis
2. Scenarios
3. Monte Carlo Simulation
PART VII - PROJECT SELECTION MUTUALLY EXCLUSIVE

Teaching Procedures

- Theoretical lessons: Use of expository and participatory method for introducing theoretical concepts;
- Practical lessons: Analysis and problem solving; monitoring, development, presentation and discussion of works.

Evaluation Type

Frequency Attainment

Continuing evaluation:
Development, presentation and discussion of a Working Group (TG)
Realization of two tests (T1 + T2)
Final Note = 0.40 TG + O, 25 T1 + T2 0.35
(The minimum grade average of test scores or TG is ten).

Final Evaluation (for students who did not realize continuous assessment or did not achieve performance in continuous assessment):
The final assessment consists of a written exam (E) and the Working Group (TG)
If the written exam note or TG is less than 10 points, the student will not have approval

Main Bibliography

Complementary Bibliography