BA_4346-001_syllabus_2009_Summer - Course Syllabus BA...

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Course Syllabus BA 4346-001 Summer 2009 Course Information BA 4346-001 Investment Management MW 3:00-5:15 PM, SOM 2.714 Professor Contact Information David M. Cordell, PhD, CFA, CFP ® , CLU Office: SM 3.805, (972) 883-2718 Please contact me through email: [email protected] Office hours: Monday and Wednesday 2:00-3:00 , 5:15-6:15, or by appointment Course Pre-requisites BA 3341, BA 3351, MATH 1326, MATH 2333 and STAT 3360 Course Description BA 4346 examines a wide range of issues concerning the management of risk and the measurement of investment performance. The objective of the course is to provide an understanding of the role of modern financial theory in portfolio management and to present a framework for addressing a wide range of issues in the management of financial assets. The topics covered include valuation, the measurement of risk and portfolio performance, the management of portfolios of fixed income securities and derivative securities. Student Learning Objectives/Outcomes Upon completion of this course students should be able to do the following: Describe all commonly-used investment vehicles Calculate ex ante and ex post return and risk Calculate stock and bond valuations Apply fundamental analysis techniques Assemble basic securities portfolios Calculate payoff schedules for option strategies Evaluate portfolio performance Evaluate quality of investment companies ( mutual funds and exchange traded funds) Required Textbooks and Materials Essentials of Investments th edition, 2008) ISBN 13:978-0-07-340517-9. Wall Street Journal Financial Calculator--TI BAII Plus is preferred Suggested Course Materials: Other financial periodicals, such as Barron’s , The Economist and professional journals, such as Journal of Portfolio Management or the Financial Analysts Journal . Also, you will find financial websites such as,, and etc., helpful. Technical Support If you experience any problems with your UTD account you may send an email to: [email protected] or call the UTD Computer Helpdesk at 972-883-2911. Academic Calendar Each student is responsible for staying current with university drop/withdrawal deadlines. Course Syllabus Page 1
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Tentative Class Schedule Date Topics Readings Wed, May 27 Course Overview/Intro. to Investments Chapter 1 Mon, Jun 1 Asset Classes and Financial Instruments Chapter 2 Wed, Jun 3 Securities Markets Chapter 3 Mon, Jun 8 Mutual Funds and Other Investment Companies Chapter 4 Wed, Jun 10 Risk and Return Chapter 5 Mon, Jun 15 Efficient Diversification Chapter 6 Wed, Jun 17 CAPM, APT Chapter 7 Mon, Jun 22 Efficient Market Hypothesis Chapter 8 Behavioral Finance and Technical Analysis Chapter 9 Wed, Jun 24 EXAM 1 Mon, Jun 29 Bond Prices and Yields Chapter 10 Wed, Jul 1 Bond Valuation Chapter 11 Mon, Jul 6 Macroeconomic and Industry Analysis Chapter 12 Wed, Jul 8 Equity Valuation
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BA_4346-001_syllabus_2009_Summer - Course Syllabus BA...

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