FIN 377: Investments

Larry Schrenk, Instructor

Schedule and Supplements

Topic Number

Date

Topics

Readings

Part I: Financial Markets

1

(Top)

Week 1

1/14-1/20

The Investment Setting

Learning Objective: TBA

Slides: Topic 0, Topic 1

MindTap Assignment: See D2L (Due 2/8)

Excel Guidelines

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

 

Chapter 1

2

(Top)

Week 2

1/21-1/27

Organization and Functioning of Securities Markets

Learning Objective: TBA

Slides: Topic 2

MindTap Assignment: See D2L (Due 2/8)

Project Instructions

Excel Guidelines

MLK Day (1/21) No Classes

 

Chapter 3

3

(Top)

 Week 3

1/28-2/4

Security Market Indexes and Index Funds

Learning Objective: TBA

Slides: Topic 3

MindTap Assignment: See D2L (Due 2/8)

 

Chapter 4

Part II: Portfolio Management  

 4

(Top)

Week 4

2/4-2/10

Asset Allocation and Security Selection

   Learning Objective: TBA

Slides: Topic 4

MindTap Assignment: See D2L (Due 2/15)

 

 Chapter 2

 5

(Top)

Week 5

2/11-2/17

 Introduction to Portfolio Management

Learning Objective: TBA

Slides: Topic 5

MindTap Assignment: See D2L (Due 2/22)

 

 Chapter 6

6

(Top)

Week 6

2/18-2/24

Asset Pricing Models I

Learning Objective: TBA

Slides: Topic 6

University Assessment Day (2/19) No Classes

 

Chapter 7

 

Week 7

2/25-3/3

Asset Pricing Models II

Learning Objective: TBA

Slides:  Topic 6 (continued)

MindTap Assignment: See D2L (Due 3/8)

 

Chapter 7
    Part III: Investment Vehicles  

7

(Top)

 Week 8

3/4-3/10

 

 Bond Fundamentals and Valuation I

        Learning Objective: TBA

Slides: Topic 7

Exam 1, Friday 3/10 (Through Topic 6)

 

Chapter 12

  3/11-3/17 Spring Break  

 

Week 9

3/18-3/24

Bond Fundamentals and Valuation II

        Learning Objective: TBA

Slides: Topic 1 (continued)

MindTap Assignment: See D2L (Due 3/29)

 

Chapter 12

8

(Top)

Week 10

3/25-3/31

Equity Valuation I

Learning Objective: TBA

Slides: Topic 8

 

Chapter 8
 

Week 11

4/1-4/7

Equity Valuation II

Learning Objective: TBA

Slides: Topic 8 (continued)

MindTap Assignment: See D2L (Due 4/12)

 

Chapter 8

 9

(Top)

Week 12

4/8-4/14

 An Introduction to Derivative Markets and Securities

Learning Objective: TBA

Slides: Topic 9 (coming)

MindTap Assignment: See D2L (Due 4/19)

 Chapter 14

10

(Top)

 Week 13

4/15-4/21

Forward, Futures, and Swap Contracts

Learning Objective: TBA

Slides: Topic 10 (coming)

MindTap Assignment: See D2L (Due 4/26)

Spring Break Day (4/10) No Classes

Chapter 15

11

(Top)

Week 14

4/22-4/28

Option Contracts I

Learning Objective: TBA

Slides: Topic 11 (coming)

Chapter 16

  Week 15

4/29-5/5

Option Contracts II

Learning Objective: TBA

Slides: Topic 11 (continued)

MindTap Assignment: See D2L (Due 5/9)

 

Chapter 16

 

 

Exam 2/Final Exam

  Date: 8:00-8:50, May 7th