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Regular version of the site
Master 2023/2024

Fixed Income

Type: Elective course (Financial Economics)
Area of studies: Economics
When: 2 year, 2 module
Mode of studies: offline
Open to: students of one campus
Instructors: Vladimir Sokolov, Шатурный Виталий Игоревич
Master’s programme: Financial Economics
Language: English
ECTS credits: 3
Contact hours: 38

Course Syllabus

Abstract

Fixed income analysis is an optional course for the master level students at ICEF. The course runs in the first semester. The course consists of three parts. In the first part we cover yield curve calculations and topics in bond portfolio management. The second part of the course introduces the arbitrage-free and equilibrium term structure models. The last part of the course introduces applications of the no-arbitrage theory to pricing derivative securities in different segments of the bond market. We cover a broad range of fixed-income products and contract specifications. The home work material also offers a heuristic introduction to numerical methods and various numerical recipes.
Learning Objectives

Learning Objectives

  • The course offers a thorough understanding of the workings and pricing of the fixed income securities and derivative instruments on fixed income securities.
Expected Learning Outcomes

Expected Learning Outcomes

  • analyze the pricing techniques and the trading strategies for derivative products
  • apply the contingent securities pricing methods by replication of the portfolio of the synthetic claims
  • use different measures of bond price sensitivity such as duration and convexity
Course Contents

Course Contents

  • Introduction to the Valuation of Fixed Income Securities
  • The Science of Term Structure Interest Rate Models
  • Valuation of Interest Rate Derivatives
  • FI markets (mini-course by A. Zakirova)
Assessment Elements

Assessment Elements

  • non-blocking Final Exam
  • non-blocking Class participation
  • non-blocking Home assignments
  • non-blocking Mid-term test
Interim Assessment

Interim Assessment

  • 2023/2024 2nd module
    0.05 * Class participation + 0.6 * Final Exam + 0.1 * Home assignments + 0.25 * Mid-term test
Bibliography

Bibliography

Recommended Core Bibliography

  • Fixed Income Securities : Tools for Today's Markets, Tuckman, B., 2002
  • Hull, J. C. (2017). Options, Futures, and Other Derivatives, Global Edition. [Place of publication not identified]: Pearson. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=1538007
  • Modelling fixed income securities and interest rate options, Jarrow, R. A., 2002

Recommended Additional Bibliography

  • Day, A. (2015). Mastering Financial Mathematics in Microsoft Excel : A Practical Guide to Business Calculations. [N.p.]: FT Publishing International. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=1419395
  • Fabozzi, F. J. (2002). The Handbook of Financial Instruments. Hoboken, N.J.: Wiley. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=81949

Authors

  • Sokolov Vladimir Nikolaevich