Class Note 1_F2011 - Copy

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

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Unformatted text preview: RSM 330 - Week 1 1 Welcome to RSM 330 Investments Course Overview & Notes for Week 1 September 15, 2011 Maureen Stapleton, CFA 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 RSM 330 - Week 1 3 Maureen Stapleton, MSc, MBA, FCSI, CFA Lecturer in Finance - Office RSM 469 Email Maureen.Stapleton@rotman.utoronto.ca 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 RSM 330 - Week 1 4 Id 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) Course Content - Theories, Techniques & Tools Asset Classes + ETFs Trading Investment Styles Portfolio Management- Types of investors objectives & constraints - Asset Allocation- Active or Passive Management? Security Analysis & Selection - Fundamental Analysis- Risk and Market Efficiency- How to Quantify Risk? - Are Markets Efficient? Implications? Performance Measurement & Attribution Compliance with GIPS (CFA Institutes Global Investment Performance Standards) 5 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 Clearys Investments is good Prerequisites RSM 230 and a basic knowledge of statistics (ECO 220) Weekly Tutorials beginning September 29: 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 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...
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This note was uploaded on 09/18/2011 for the course RSM 330 taught by Professor Stapleton during the Spring '11 term at University of Toronto- Toronto.

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

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