Teaching Methodologies
In the course, interactive methodologies are employed to integrate the theoretical and practical dimensions of the methodologies to be explored, encouraging participation, debate, and individual critical reflection on real cases. Learning the analysis of traditional and/or green financing, both in the realm of economic and financial balance and in the domain of company evaluation, should provide the ability to understand and analyze real companies and effectively communicate the conclusions reached.
Furthermore, the group project aims to develop collaborative work skills. Finally, students will be encouraged to engage in independent work for consolidation and deepening, preparation and/or continuation of in-person sessions, and tutorial support for learning assistance.
Learning Results
The financial managers must have timely and independent information, promoting a less time-consuming decision-making process under the principles of value creation, sustainable growth, and the consequent acquisition of competitive advantages in a highly competitive market.
In this sense, the objectives of this course are to enable students to learn fundamental methods and techniques for analyzing companies’ financial statements and to prepare an economic and financial diagnosis with a focus on sustainable practices. Specifically, the aim is to provide students with the following skills:
a) Understand the importance of sustainability in corporate strategy.
b) Discuss and evaluate the analysis of financial balance.
c) Discuss and evaluate traditional and green investments.
d) Discuss and evaluate options and derivatives.
e) Prepare economic, financial, and sustainable diagnoses.
Program
1. Corporate Sustainability
1.1 The role of companies in sustainable development
1.2 Involvement of stakeholders
1.3 Strategic Corporate Social Responsibility
1.4 Circular and Blue Economy
2. Economic and Financial Analysis
2.1 Financial perspective: Financial balance and operating cycle
2.2 Economic perspective: Profitability and risk
2.3 Monetary perspective: Analysis of cash flows
3. Investment Analysis
3.1 Characterization and forecast elements
3.2 Methodology and evaluation criteria
3.3 Traditional Financing vs. Green Financing
3.4 Sensitivity and Risk Analysis
4. Real Options and Derivatives
4.1 Forward contracts
4.2 Futures and financial options
4.3 Swaps
4.4 Real options and decision trees
5. Company Valuation
5.1 Perspectives and valuation methods
Internship(s)
NAO
Bibliography
Haski-Leventhal, D. (2018). Strategic Corporate Social Responsibility: Tools and Theories for Responsible Management. Sage Publications.
Schoenmaker, D. & Schramed, W. (2021). Principles of sustainable finance. Oxford University Press.
Breia, A. F., Pereira, V. M. & Mata, M.N. (2014). Análise Económica e Financeira: Aspetos teóricos e casos práticos. Rei dos Livros.
Neves, J. C. (2012). Análise e Relato Financeiro – Uma Visão Integrada de Gestão. Texto Editores.
Robinson, T. R. (2020). International Financial Statement Analysis. John Wiley & Sons, Inc.
Silva, A. & Silva, S. (2019). Finanças Empresariais. Chiado Books.