Week 1_Portfolio Management

Week 1_Portfolio Management - Portfolio Management FINS...

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Portfolio Management FINS 2624
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2 Text reference ± This week lecture: Course outline, Chapters 1-5 ± Next week lecture: Chapters 5 & 6 ² Tutorial problems due next week listed on course outline: ± Ch3: 4-6,10,12 ± Ch5: 2,4,6-9; CFA: 1-7 ± Ch24: 4 ± Excel intro (on VISTA)
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3 This week ± Introduce Course outline ± Use quantitative tools to ² Compute return ² Compute risk
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4 Learning outcomes Upon completion of this course you will have a working knowledge of risk and return, portfolio engineering, and some basic understanding of equity valuation, fixed income investing, and derivatives management. Specifically, you will: ± Understand the theory of investment management, particularly the trade-off of risk and return ± Be confident in valuing a range of financial assets ± Have a working knowledge of basic spreadsheet techniques ± Be ready to select subsequent elective finance courses
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5 Investment Electives ± FINS3640: Investment management modelling ± FINS3635: Derivatives and risk management techniques ± FINS3636: Fixed income securities and interest rate derivatives ± FINS3641: Adv. investments and funds mgt
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6 Approach to Teaching Course is designed to ± Give you a lot of opportunity to practice problems from the text ² Tutorial problems & solutions ² Notice: YOUR ABILITY TO SOLVE THESE PROBLEMS AMOUNTS TO FEEDBACK ON YOUR LEVEL OF UNDERSTANDING ± Give you opportunity to ask questions of the instructors, the tutors and your fellow students ± Get some work in groups and with spreadsheets ² Required textbook: Investments, by Z. Bodie, A. Kane, and A. Marcus, 8th Ed., McGraw-Hill Irwin, 2008 AND the Solutions manual to Investments ² Course is administered via WebCT VISTA ± http://vista.elearning.unsw.edu.au/ ± Login with student ID and your UNIPASS ± Check regularly for announcements
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7 Assessment ± Assignment will be available several weeks prior to the due date. Consequently, late submissions, regardless of the problem, will incur a penalty as described in the assignment instructions. Extensions will not be granted. Quizzes will be open only for the specified week; they cannot be reopened. Assessment Task Weight Learning Outcome assessed ASB Graduate Attributes assessed Due Date Tutorial attendance, preparation and participation 2% 1,2,3,4,6 1,2,4,5,6 Every week Assignment 7% 1,3,5 1,2,3,5,6 Week 5 Weekly online quizzes 10% 1,2,4,5 1,4,5,6 Every week Mid-session examination 31 % 1,2,3,4 1,2,4,5,6 Week 6 Final Exam 50% 1,2,3,4,5 1,4,5,6 Final exam weeks (centrally scheduled) Total 100%
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8 FEEDBACK Feedback, both graded and ungraded, comes in a variety of modes: ± Tutorial problems reinforce each lecture’s content. The solution manual is a packaged with the required textbook. ± Questions about tutorial problems and about Excel will be addressed in tutorials.
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This note was uploaded on 05/02/2010 for the course ACCT 3756 taught by Professor Leung during the Three '09 term at University of Sydney.

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Week 1_Portfolio Management - Portfolio Management FINS...

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