Outsource Financial Analysis

The Service provides the practical tools for the analysis and economic-financial evaluation of the performance and risk of companies, sectors and portfolios. In particular, the Service aims to develop skills and abilities of analysis, interpretation and evaluation in the following areas:

1. economic and financial performance of companies and sectors
2. financial dynamics and financial needs of non-financial companies
3. estimate of the business value
4. financial solvency analysis
5. performance and risk of equity portfolios

The Service’s approach is oriented to the application of models and analysis techniques in concrete contexts in the areas indicated and aims to develop the ability to select relevant information, to re-elaborate them for analysis, critical interpretation and independent judgment. To this end, active teaching methods will be used, such as the interpretation of real data, the comparison between companies and sectors on economic-financial data, the analysis of cases and business problems.

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1. Objectives, contents, uses and users of financial analysis
2. Elements of strategic analysis: analysis of competitive forces as the basis of financial analysis
3. Standardization, reclassification and adjustments of financial statements and accounting data
4. Analysis of performance of non-financial companies:
5. balance sheet indices:
6. measurement categories and criteria
7. information and diagnostic contents

iii. logical / analytical models of decomposition and connection

1. terms of comparison for cross-section analysis
2. application problems
3. analysis / comparison of sectors / companies on real data
4. the analysis of financial flows and the preparation of the financial statement
5. The forecasts: structure, logic and phases of the forecast analysis. The drafting of the forecast financial statements
6. The financial analysis in the estimation of the business value: DCF, DDM, abnormal profit, abnormal profit growth, multiples. Differences between asset side and equity side approaches
7. Working capital management: a) supply credit / debt management; b) inventory management models; c) liquidity management models
8. Financial solvency and cost of debt:
9. fixed income securities: fundamental, pricing and duration
10. measures and concepts of financial solvency
11. The rating of corporate bonds: the main determinants
12. The prediction of insolvency and company fundamentals
13. Financial analysis in the managed savings industry

10.Return and risk of equity portfolios / mutual funds:

1. performance measures (TWR and MWR) and portfolio risk
2. risk-adjusted performance measures