Class Note 1_F2011 - Copy

Class Note 1_F2011 - Copy - Welcome to RSM 330 Investments...

Info icon This preview shows pages 1–9. Sign up to view the full content.

View Full Document Right Arrow Icon
RSM 330 - Week 1 1 Welcome to RSM 330 – Investments Course Overview & Notes for Week 1 September 15, 2011 Maureen Stapleton, CFA
Image of page 1

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
RSM 330 - Week 1 2 What is this course about? Security Analysis & Portfolio Management Goal: achieve portfolio objectives Asset Allocation Security Selection Answer some basic questions: What do investors care about? What do professional investors do? Money Investments Return & Risk We will follow the markets and gain experience
Image of page 2
RSM 330 - Week 1 3 Maureen Stapleton, MSc, MBA, FCSI, CFA Lecturer in Finance - Office RSM 469 Email [email protected] Office hours: Tuesdays 4:30 to 5:30pm ; other times by appointment Additional office hours will be announced 25 years experience in institutional investment management - Analyst, Trader & Portfolio Manager Retired in 2005 to teach & consult Teaching experience includes: > Undergraduate, MBA and MFIN finance courses > CFA workshops Former director of Toronto CFA Society
Image of page 3

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
RSM 330 - Week 1 4 I’d like to know about you ! …Index Cards will be distributed at the break… Your Name Education (ie 3rd year B. Comm) Major (ie Finance, Accounting, other) Have you taken RSM 332? Professional courses?? (ie CSC Exam, plans to write CFA exams? ) Why are you taking RSM 330? Career Objective ? Any work experience in Finance/Accounting? (briefly)
Image of page 4
Course Content - Theories, Techniques & Tools Asset Classes + ETF’s Trading Investment Styles Portfolio Management - Types of investors – objectives & constraints - Asset Allocation - Active or Passive Management? Security Analysis & Selection - Fundamental Analysis - Technical Analysis Risk and Market Efficiency - How to Quantify Risk? - Are Markets Efficient? Implications? Performance Measurement & Attribution Compliance with GIPS (CFA Institute’s “Global Investment Performance Standards”) 5
Image of page 5

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
RSM 330 - Week 1 6 Course Information Class Notes are very important for exam preparation Blackboard postings include outline, weekly class notes & readings. - Course announcements & assignments will be posted on Blackboard Textbook - Z. Bodie, A. Kane, A. Marcus, S. Perrakis, and P. Ryan, Investments , Irwin, 7th Canadian Edition, 2011. Other Posted Readings - some are required; some are optional Other books see the course outline (optional); - Sean Cleary’s Investments is good Prerequisites RSM 230 and a basic knowledge of statistics (ECO 220) Weekly Tutorials beginning September 29: Thursdays 6-7pm with Tyler Parrent, head TA
Image of page 6
RSM 330 - Week 1 7 Course Evaluation 90 minute Mid Term Exam – Thursday, October 27 at 9 am Homework: 20% Project: 10% Midterm: 20% Final Exam: 50% Homework: 3 Group Assignments ; will include a CASE to be discussed in class Group project - Must use Rotman Portfolio Manager & Rotman Finance Lab
Image of page 7

Info iconThis preview has intentionally blurred sections. Sign up to view the full version.

View Full Document Right Arrow Icon
RSM 330 - Week 1 8 Next steps: Read the outline, review the reading list & buy the textbook (7th edition) Practice problems from Bodie text; end of chapter questions are posted Includes a list of equivalent chapters for the 6 th and 7 th
Image of page 8
Image of page 9
This is the end of the preview. Sign up to access the rest of the document.

{[ snackBarMessage ]}

What students are saying

  • Left Quote Icon

    As a current student on this bumpy collegiate pathway, I stumbled upon Course Hero, where I can find study resources for nearly all my courses, get online help from tutors 24/7, and even share my old projects, papers, and lecture notes with other students.

    Student Picture

    Kiran Temple University Fox School of Business ‘17, Course Hero Intern

  • Left Quote Icon

    I cannot even describe how much Course Hero helped me this summer. It’s truly become something I can always rely on and help me. In the end, I was not only able to survive summer classes, but I was able to thrive thanks to Course Hero.

    Student Picture

    Dana University of Pennsylvania ‘17, Course Hero Intern

  • Left Quote Icon

    The ability to access any university’s resources through Course Hero proved invaluable in my case. I was behind on Tulane coursework and actually used UCLA’s materials to help me move forward and get everything together on time.

    Student Picture

    Jill Tulane University ‘16, Course Hero Intern