FIN 377: Investments

Larry Schrenk, Instructor

Schedule and Supplements

Topic Number

Date

Topics

Readings

Part I: Introduction

1

(Top)

Week 1

8/27-9/2

Introduction and Financial Markets

Learning Objective: TBA

Slides: Topic 1

Excel Assignment 1: 2.7, 12, 20; 3.9, 11, 12; 4.9, 13, 16, 21 (Due 9/14)

Excel Guidelines

Formulae Sheet (NOTE: You may not use this during the exams)

Other:

 

Chapter 2  (Background Chapters 1 and 3)

    Part II: Risk versus Return

2

(Top)

Week 2

9/3-9/9

Historical Returns on Major Asset Classes

Learning Objective: TBA

Slides: Topic 2

Project Instructions

Excel Guidelines

Labor Day (9/3) No Classes

 

Chapter 5

3

(Top)

 Week 3

9/10-9/16

Risk and Risky Portfolios

Learning Objective: TBA

Slides: Topic 3

Excel Assignment 2: 5.8, 9, 13; 6.4, 10, 11, 12; 7.4, 9, 22 (Due 10/5)

Excel Assignment 1 Due (Submit via D2L by 11:59 PM on Friday 9/14)

Statistics Refreshers:

A Review of Basic Statistical Concepts (pdf)

Introductory Probability and Statistics Review (interactive website)

Seeing Theory: A Visual Introduction to Probability and Statistics (interactive website)

AP Statistics Review (Khan Academy, YouTube playlist)

 

 

Chapters 6, 7

3

(Top)

Week 4

9/17-9/23

Risk and Risky Portfolios (cont'd)

 
    Part III: Bonds and Stocks

 4

(Top)

Week 5

9/24-9/30

Bond Prices and Yields

   Learning Objective: TBA

Slides: Topic 4

 

 Chapter 14

 5

(Top)

Week 6

10/1-10/7

The Term Structure of Interest Rates

Learning Objective: TBA

Slides: Topic 5

Excel Assignment 2 Due (Submit via D2L by 11:59 PM on Friday 10/5)

 

 Chapter 15

6

(Top)

Week 7

10/8-10/14

Equity Valuation Models

Learning Objective: TBA

Slides: Topic 6

Excel Assignment 3: 14.9, 11, 18, 21; 15.8, 11; 18.4, 10, 17, 19 (Due 10/26)

University Improvement Day (10/9) No Classes

 

Chapter 18

6

(Top)

Week 8

10/15-10/21
Equity Valuation Models (cont'd)
   
        Exam 1 (Friday 10/19)
       
 
    Part IV: Portfolio Theory  

7

(Top)

 Week 9

10/22-10/28

 

 Capital Asset Pricing Model (CAPM)

        Learning Objective: TBA

Slides: Topic 7

Excel Assignment 3 Due (Submit via D2L by 11:59 PM on Friday 10/26)

 

Chapter 9

8

(Top)

Week 10

10/29-11/4

Multiple Factor Models

Learning Objective: TBA

Slides: Topic 8

Excel Assignment 4: 9.4, 9, 19, 22; 10.1, 11, 15 (Due 11/16) 

Chapter 10

 9

(Top)

Week 11

11/5-11/11

 Efficient Markets

Learning Objective: TBA

Slides: Topic 9

 Chapter 11

10

(Top)

 Week 12

11/12-11/18

Behavioral Finance and Technical Analysis

Learning Objective: TBA

Slides: Topic 10

Excel Assignment 4 Due (Submit via D2L by 11:59 PM on Friday 11;16)

Veterans' Day Holiday (11/12) No Classes

Chapter 12
    Part V: Derivatives

11

(Top)

Week 13

11/19-11/25

Options Markets: Introduction

Learning Objective: TBA

Slides: Topic 11

Fall Break/Thanksgiving (11/21-23) No Classes

Chapter 20

12

(Top)

Week 14

11/26-12/2

Option Valuation

Learning Objective: TBA

Slides: Topic 12

Excel Assignment 5: 20.5, 8; 21.8, 9, 11 (Due 12/7)

Chapter 21

13

(Top)

Week 15

12/3-12/7

Option Valuation (cont'd)

Final Project Excel Spreadsheet Due (Submit via D2L by 11:59 PM on Friday 4/25)

 

 

 

Final Exam

  Date: TBA

  Excel Assignment 5 Due (Submit via D2L by 11:59 PM on 12/7)