SMIP WEC Syllabus for PNY Spring 2019(1).doc

Grading and course requirements students enrolled in

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Grading and Course Requirements: Students enrolled in the course will be the investment managers for the University’s Student Managed Investment Portfolio. This portfolio was created on January 24, 2002 and has since that date made some 900 transactions. Thus you will inherit positions that others recommended and approved. Your first task will be to analyze each of these and make recommendations as to whether we should keep them, sell them, or add to the existing share balance. During the remainder of the semester you will recommend the establishment of new positions. Some students will also accompany me on March 28-30, 2019 where we we attend the Global Asset Management Education Forum , (GAME),. Pace will compete against 325 other SMIPs at that conference. The approximate weights in my grading process will be as follows. 1- Analysis of existing portfolio = 10% 2- Stock Screening Paper = 15% 3- Recommendations for new positions = 15% 4- Re-write of assignment #1 = 10% 5- Attendance, Participation & Commentary on others’ recommendations = 10% 6- Final Research Paper = 40% General Learning Goals (All BBA Programs) 1. Communications 2. Critical Thinking, Problem Solving and Decision Making 3. Interpersonal Interaction, Social Responsibility and Ethics 4. Global Perspectives 5. Quantitative Applications Finance Major Goals 1. Demonstrate knowledge of financial management principles 2. Demonstrate knowledge of valuation and pricing techniques and their applications 3. Develop the ability to analyze and interpret financial data 4. Apply basic forecasting techniques using econometric models and financial and economic data
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Writing Enhanced Requirements 1- Analysis of Two Positions in Inherited Portfolio Each student is assigned two positions and writes a short (4 page) presentation recommending a “buy”, “hold” or “sell” based on the relationship between the stock’s price and its “value”. The latter is calculated using a Capital Asset Pricing Model discounted cash flow analysis. This assignment will be collected on 2/12/19 and returned with suggested revisions. The final version is due on 3/5/19. 2- Stock Screening Exercise Each student defines an applicable “style box” and generates a 25 security portfolio whose members satisfy the criteria that characterizes the style box.
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