FIN 367 * We aren't endorsed by this school

FIN 367 Investment Management

  • School:
    University of Texas at Austin (University of Texas, UT)
    *
  • Professor:
    {[ professorsList ]}
    han, Staff, DUVIC, Gu, DavidMiller, FRIEDMAN,PAMELAH, KUMAR,ALOK, MILLER,JAMESD, hd, BingHan, Seasholes, Alves, ZHANG,XIAOJING, Kruger, Jan Schneider, David Miller, DON'TKNOW, Alves,Greg

  • Average Course Rating (from 3 Students)

    4.3/5
    Overall Rating Breakdown
    • 3 Advice
    • 5
      33%
    • 4
      67%
    • 3
      0%
    • 2
      0%
    • 1
      0%

  • Course Difficulty Rating

    • Easy 33%

    • Medium 33%

    • Hard 33%

  • Top Course Tags

    Background Knowledge Expected

    A Few Big Assignments

    Always Do the Reading

* We aren't endorsed by this school

Investment Management Questions & Answers

Investment Management Flashcards

Investment Management Advice

Investment Management Documents

Showing 1 to 30 of 246

Sort by:
{[$select.selected.label]}
  • 3 pages PS2_Tuesday
    • PS2_Tuesday
    • University of Texas
    • Investment Management
    • FIN 367 - Spring 2015
    • UNIVERSITY OF TEXAS AT DALLAS SCHOOL OF MANAGEMENT FIN6310: INVESTMENT MANAGEMENT PROBLEM SET #2 DUE: TUESDAY, APRIL 7, 2015 PROF. ARZU OZOGUZ SPRING 2015 1. Go to http:/finance.yahoo.com. Download monthly stock price data for Oracle Corporation, (ORCL),
    • Register Now

    PS2_Tuesday

  • 4 pages PS3-Solutions-1
    • PS3-Solutions-1
    • University of Texas
    • Investment Management
    • FIN 367 - Spring 2015
    • UNIVERSITY OF TEXAS AT DALLAS SCHOOL OF MANAGEMENT FIN6310: INVESTMENT MANAGEMENT SOLUTIONS TO PROBLEM SET #3 PROF. ARZU OZOGUZ SPRING 2014 1. Your uncle has asked for financial advice. His retirement savings are currently invested as follows: $30,000 in
    • Register Now

    PS3-Solutions-1

  • 7 pages PS1_Solutions
    • PS1_Solutions
    • University of Texas
    • Investment Management
    • FIN 367 - Spring 2015
    • UNIVERSITY OF TEXAS AT DALLAS SCHOOL OF MANAGEMENT FIN6310: INVESTMENT MANAGEMENT SOLUTIONS TO PROBLEM SET #1 PROF. ARZU OZOGUZ SPRING 2015 1. Calculate the value of the following two bonds. Assume that coupon payments are made semi-annually and that par
    • Register Now

    PS1_Solutions

  • 6 pages practice_exam2
    • practice_exam2
    • University of Texas
    • Investment Management
    • FIN 367 - Spring 2008
    • Finance 367 Spring 2008 Exam 2 (Practice) Multiple Choices: 1. Historical records regarding returns on stocks, Treasury bonds, and Treasury bills between 1926 and 1998 show that _. A) stocks offered investors greater rates of return than bonds and b
    • Register Now

    practice_exam2

  • 7 pages practice_exam2_solution
    • practice_exam2_solution
    • University of Texas
    • Investment Management
    • FIN 367 - Spring 2008
    • Finance 367 Spring 2008 Exam 2 (Practice) Solution Multiple Choices: 1. Historical records regarding returns on stocks, Treasury bonds, and Treasury bills between 1926 and 1998 show that _A_. A) stocks offered investors greater rates of return than
    • Register Now

    practice_exam2_solution

  • 5 pages practice_exam1_answer
    • practice_exam1_answer
    • University of Texas
    • Investment Management
    • FIN 367 - Spring 2008
    • Finance 367 Spring 2008 Practice Exam 1 (Solution) Multiple Choices: 1. Which of the following is not a money market instrument? _C_ A) treasury bill B) commercial paper C) preferred stock D) banker's acceptance 2. _D_ is not a characteristic of a
    • Register Now

    practice_exam1_answer

  • 7 pages ch5outline
    • ch5outline
    • University of Texas
    • investment management
    • FIN 367 - Fall 2009
    • Chapter 5: Risk and Return: Past and Prologue I. Rates of Return A. A key measure of investors success is the rate at which their funds have grown during the investment period 1. The total holding period return(HPR) of a share of stock depends on the incr
    • Register Now

    ch5outline

  • 46 pages fin_3013_chapter_4
    • fin_3013_chapter_4
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2014
    • Chapter 04 - Mutual Funds and Other Investment Companies Chapter 04 Mutual Funds and Other Investment Companies Multiple Choice Questions 1. Which one of the following invests in a portfolio that is fixed for the life of the fund? A. Mutual fund B. Money
    • Register Now

    fin_3013_chapter_4

  • 12 pages ch4outline
    • ch4outline
    • University of Texas
    • investment management
    • FIN 367 - Fall 2009
    • Chapter 4 outline I. Investment companies A. Investment companies are financial intermediaries tat collect funds from individual investors and invest in those funds in a potentially wide range of securities or other assets B. Pooling assets is the key ide
    • Register Now

    ch4outline

  • 56 pages fin_3013_chapter_10
    • fin_3013_chapter_10
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2014
    • Chapter 10 - Bond Prices and Yields Chapter 10 Bond Prices and Yields Multiple Choice Questions 1. The invoice price of a bond is the _. A. stated or flat price in a quote sheet plus accrued interest B. stated or flat price in a quote sheet minus accrued
    • Register Now

    fin_3013_chapter_10

  • 3 pages Section 5
    • Section 5
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Section 5 - Economy Stock market acts as a leading economic indicator Gross Domestic Product - measure of the economys total production of goods and services within a countrys border used as a signal of the strength of an economy Unemployment rate 2-4% is
    • Register Now

    Section 5

  • 1 pages Section 3
    • Section 3
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Section 3 - Cost of Capital Total return on stock = dividend yield + capital gains yield Geometric return = Time Weighted Average ignore quarter-to-quarter variations investment managers dont have full control over the amount of money they are managing ov
    • Register Now

    Section 3

  • 5 pages Section 12a
    • Section 12a
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Section 12a - Options Derivatives - securities whose prices are derived from the prices of other securities (contingent claims b/c their payoffs are contingent on the prices of other securities) can be powerful tools for hedging, but also for speculation
    • Register Now

    Section 12a

  • 3 pages Section 8
    • Section 8
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Chapter 8 - EMH vs. Behavioral Finance Efficient market hypothesis idea that individuals are rational and make decisions by attempting to maximize their wealth and well-being another important assumption - individuals make unbiased forecasts of the future
    • Register Now

    Section 8

  • 3 pages Chap11_MANAGING BOND PORTFOLIOS
    • Chap11_MANAGING BOND PORTFOLIOS
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Chap 11 Exercises Fin 367 Fall 2012 Professor Bing Han #8 Computation of duration: a. YTM = 6% (1) (2) Time until Payment (Years) Payment 1 60 2 60 3 1060 Column Sum: (3) Payment Discounted at 6% 56.60 53.40 890.00 1000.00 (4) Weigh
    • Register Now

    Chap11_MANAGING BOND PORTFOLIOS

  • 4 pages Section 11
    • Section 11
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Section 11 - Managing Fixed Income Portfolios Six rules of bond pricing (see examples) 1. Bond prices and yields are inversely related 2. An increase in a bonds yield to maturity (YTM) results in a smaller price change than a decrease in a bonds yield to
    • Register Now

    Section 11

  • 3 pages Section 9
    • Section 9
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Ch. 9 - Trades and Orders Primary market: issues new stock and bonds. The issuing company receives the proceeds from the sales of its securities private placement: avoids costly registration statements, however issues cannot trade on exchanges, making li
    • Register Now

    Section 9

  • 5 pages Section 10
    • Section 10
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Ch.10 - Bond Basics Debt securities, including bonds are called Fixed Income Securities (majority takes place in the dealer market) Money Market Funds - investments that are managed by banks and mutual fund companies extremely low fee and generally very
    • Register Now

    Section 10

  • 1 pages Section 4 Index
    • Section 4 Index
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Section 4 Index Index - an imaginary portfolio of securities representing a particular market or a portion of it what really matters is the change in index, not total value Indexes are used for: as a substitute for the market portfolio of risky assets whe
    • Register Now

    Section 4 Index

  • 1 pages Exam 2 Study Guide_FIN3403_300_Revised Fall 2015
    • Exam 2 Study Guide_FIN3403_300_Revised Fall 2015
    • University of Texas
    • Investment Management
    • FIN 367 - Summer 2014
    • Finance 3403-300 Financial Intermediaries/Markets Exam 2 Study Guide Revised Fall 2015 Exam 2: Chapters 5, 6, 7, and 9 plus applicable Supplements 100% Multiple Choice: 33 Multiple-Choice Questions (includes 8 calculations) Chapter 5: The Behavior of Inte
    • Register Now

    Exam 2 Study Guide_FIN3403_300_Revised Fall 2015

  • 21 pages Sample Problems- Ch10-11,13-16
    • Sample Problems- Ch10-11,13-16
    • University of Texas
    • Investment Management
    • FIN 367 - Summer 2014
    • Sample Problems with Solution Chapters 10-11, 13-16 Chapter 10 3. If the APT is to be a useful theory, the number of systematic factors in the economy must be small. Why? 6. Assume that both portfolios A and B are well diversified, that E(rA) = 12%, and E
    • Register Now

    Sample Problems- Ch10-11,13-16

  • 2 pages Section 7
    • Section 7
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Ch. 7 - Technical Analysis General (when to get in/out of stock) T.A. uses price and volume charts, investor sentiment, market structure and flows of funds to make its predictions users of technical analysis are looking for signals which tells the analyst
    • Register Now

    Section 7

  • 3 pages Section 2
    • Section 2
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2013
    • Section 2 - Professional Investment Management Private management and advisory firms separately managed account - my money, your money managed separately stock brokers, private wealth manager, private banker Investment fund companies combine the accounts
    • Register Now

    Section 2

  • 3 pages Chap15_OPTIONS MARKETS
    • Chap15_OPTIONS MARKETS
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Chap 15 Exercises Fin 367 Fall 2012 Professor Bing Han Chapter 15: #1. Options provide numerous opportunities to modify the risk profile of a portfolio. The simplest example of an option strategy that increases risk is investing in
    • Register Now

    Chap15_OPTIONS MARKETS

  • 4 pages Chap13_EQUITY VALUATION
    • Chap13_EQUITY VALUATION
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Chap 13 problems Fin 367 Fall 2012 Professor Bing Han Chapter 13: #13 a. b. D1 k g $2 $2 $50 0.12 12% g 0.16 0.16 g $50 P0 P0 D1 $2 $18.18 k g 0.16 0.05 The price falls in response to the more pessimistic forecast of dividend g
    • Register Now

    Chap13_EQUITY VALUATION

  • 4 pages Chap5_RISK AND RETURN PAST AND PROLOGUE
    • Chap5_RISK AND RETURN PAST AND PROLOGUE
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Selected Problems Chap 5 Fin 367 Fall 2012 Professor Bing Han Chapter 5: #5 on page 139: E(r) = [0.3 44%] + [0.4 14%] + [0.3 (16%)] = 14% 2 = [0.3 (44 14)2] +[0 .4 (14 14)2] + [0.3 (16 14)2] = 540 = 23.24% The mean is unchanged, bu
    • Register Now

    Chap5_RISK AND RETURN PAST AND PROLOGUE

  • 2 pages chap1_INVESTMENTS BACKGROUND AND ISSUES
    • chap1_INVESTMENTS BACKGROUND AND ISSUES
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Exercises for Chap 1 Fin 367 Fall 2012 Professor Bing Han Solution to #11 on P20 Ultimately, real assets determine the material well being of an economy. Individuals can benefit when financial engineering creates new products which
    • Register Now

    chap1_INVESTMENTS BACKGROUND AND ISSUES

  • 2 pages chap2_ASSET CLASSES AND FINANCIAL INSTRUMENTS
    • chap2_ASSET CLASSES AND FINANCIAL INSTRUMENTS
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Exercises Chap 2 Fin 367 Fall 2012 Professor Bing Han Solution to #17 on P49 a. The closing price today is $74.59, which is $0.17 higher than yesterdays price. Therefore, yesterdays closing price was: $74.59 $0.17 = $74.42 b. You co
    • Register Now

    chap2_ASSET CLASSES AND FINANCIAL INSTRUMENTS

  • 5 pages Chap6_EFFICIENT DIVERSIFICATION
    • Chap6_EFFICIENT DIVERSIFICATION
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Selected Problems for Chap 6 Fin 367 Fall 2012 Professor Bing Han #6 on page 179: a. Without doing any math, the severe recession is worse and the boom is better. Thus, there appears to be a higher variance, yet the mean is probably
    • Register Now

    Chap6_EFFICIENT DIVERSIFICATION

  • 3 pages chap3_SECURITIES MARKETS
    • chap3_SECURITIES MARKETS
    • University of Texas
    • Investment Management
    • FIN 367 - Fall 2012
    • Suggested Solutions to Selected Problems Chap 3 Fin 367 Fall 2012 Professor Bing Han #10 on page78 a. In principle, potential losses are unbounded, growing directly with increases in the price of IBM. b. If the stop-buy order can be filled at $128, the ma
    • Register Now

    chap3_SECURITIES MARKETS

Investment Management Questions & Answers

Showing 1 to 8 of 8

View all

Investment Management Advice

Showing 1 to 3 of 3

View all
    • Profile picture
    Apr 06, 2017
    | Would highly recommend.

    Pretty easy, overall.

    Course Overview:

    All the homework and tests are through connect.

    Course highlights:

    Enjoyed his real world experience.

    Hours per week:

    0-2 hours

    Advice for students:

    Just make sure to do the homework and listen in class.

    • Spring 2017
    • Alves,Greg
    • Yes
    • Background Knowledge Expected A Few Big Assignments Final Paper
    • Profile picture
    Jul 26, 2016
    | Would recommend.

    This class was tough.

    Course Overview:

    The class is far more tedious and difficult than FIN 357, but it is able to be handled.

    Course highlights:

    Generally everything in 357 isn't real world, while 367 is real world application. So be prepared to unlearn 357 material.

    Hours per week:

    12+ hours

    Advice for students:

    Study tremendously and with others if you want to perform well on tests.

    • Spring 2015
    • David Miller
    • Yes
    • Math-heavy Background Knowledge Expected Go to Office Hours
    • Profile picture
    Apr 15, 2016
    | Would recommend.

    Not too easy. Not too difficult.

    Course Overview:

    It's a required class for finance and accounting majors, I'm sure most would want to take this class anyway since it encompasses so much information and essential knowledge for any kind of quantitative business major.

    Course highlights:

    The teachers accent was great and explained things pretty slowly and clearly. Problem was that. The exams were nothin like the exams and I was very confused by that.

    Hours per week:

    3-5 hours

    Advice for students:

    Definitely keep up with the lectures and readings because when it comes time to cram, you won't be able to finish it all. Not much math and the stuff you do need to know is carried over from 357.

    • Spring 2016
    • Jan Schneider
    • Yes
    • Background Knowledge Expected Always Do the Reading Many Small Assignments
Back to Department

Related Courses

Ask a homework question - tutors are online