FIN 377: Investments

Larry Schrenk, Instructor

Schedule and Supplements

Topic Number

Date

Topics

Readings

(Available in D2L)

Part I: Financial Markets

1

(Top)

Week 1

1/14-1/20

The Investment Setting

Slides: Topic 0, Topic 1

NOTE: All end-of-chapter problem solutions are available in D2L.

If you would like some review of probability and statistics, have a look at these (optional) videos:

 

Chapter 1

 

Week 2

1/21-1/27

The Investment Setting

Slides: same

MLK Day (1/21) No Classes

 

Chapter 1

 

 Week 3

1/28-2/4

 The Investment Setting

Slides: same

MindTap Assignment: Due 2/8 (MindTap Assignments are in D2L.)

 

Chapter 1

 2

(Top)

Week 4

2/4-2/10

Organization and Functioning of Securities Markets

Slides: Topic 2

MindTap Assignment: Due 2/15

Project Instructions

Excel Guidelines

 

 Chapter 3, 5.1

 3

(Top)

Week 5

2/11-2/17

 Asset Allocation and Security Selection

  Slides: Topic 3

MindTap Assignment: Due 2/22

 

 Chapter 2

    Part II: Portfolio Management  

4

(Top)

Week 6

2/18-2/24

 Introduction to Portfolio Management

Slides: Topic 4

MindTap Assignment: Due 3/1

University Assessment Day (2/19) No Classes

 

Chapter 6

5

(Top)

Week 7

2/25-3/3

Asset Pricing Models I

Slides:  Topic 5

 

Chapter 7
 

 Week 8

3/4-3/10

 

 Asset Pricing Models II

        Slides: same

  Exam 1, Friday 3/8 (Through Topic 5, CAPM)

 

Chapter 7

  3/11-3/17 Spring Break  

 

Week 9

3/18-3/24

Asset Pricing Models III

        Slides: same

MindTap Assignment: Due 3/29

 

Chapter 7

    Part III: Investment Vehicles  

6

(Top)

Week 10

3/25-3/31

Bond Fundamentals and Valuation I

         Slides: Topic 6

 

Chapter 12, 13.1
 

Week 11

4/1-4/7

Bond Fundamentals and Valuation II

Slides: same

MindTap Assignment: Due 4/19

 

Chapter 12, 13.1

 7

(Top)

Week 12

4/8-4/14

 Equity Valuation II

Slides: Topic 7

Spring Break Day (4/10) No Classes

 Chapter 8

   Week 13

4/15-4/21

 Equity Valuation II

Slides: same

MindTap Assignment: Due 4/26

Chapter 8

8

(Top)

Week 14

4/22-4/28

 An Introduction to Derivative Markets and Securities I

Slides: Topic 8

Chapter 14

 

Week 15

4/29-5/5

An Introduction to Derivative Markets and Securities II

Slides: same

MindTap Assignment:  Due 5/3

     NOTE: The MindTap Assignment due date is much earlier than usual due.

Project:  Due 5/3

 

Chapter 14

 

 

Exam 2/Final Exam

  Date: 8:00-8:50, May 7th