FIN 422: Student Managed Investment Fund

Larry Schrenk, Instructor

Schedule and Supplements

Topic Number

Date

Topics

Readings

Part I: Financial Market Analysis

1

(Top)

Week 1

1/14-1/20

Efficient Capital Markets, Behavioral Finance, and Technical Analysis I

Slides: Topic 0, Topic 1

 

Chap. 5

 

Week  2

1/21-1/27

Efficient Capital Markets, Behavioral Finance, and Technical Analysis II

Slides: continued

MindTap Assignment: See D2L (Due 2/8)

MLK Day (1/21) No Classes

 

Chap. 5

2

(Top)

Week 3

1/28-2/4

 The Practice of Fundamental Investing I

Slides: Topic 2

 

Chap. 10

 

Week  4

2/4-2/10

 The Practice of Fundamental Investing II

Slides: continued

MindTap Assignment: See D2L (Due 2/15)

 

Chap. 10

3

(Top)

Week  5

2/11-2/17

The Top-Down Approach to Market, Industry, and Company Analysis I

Slides: Topic 3

 

Chap. 9

 

Week  6

2/18-2/24

The Top-Down Approach to Market, Industry, and Company Analysis II

Slides: continued

MindTap Assignment: See D2L (Due 3/1)

Assessment Day (2/19) No Classes

 

Chap. 9
    Part II: Financial Statement Analysis  

 4

(Top)

Week  7

2/25-3/3

 Accounting Principles

Slides: Topic 4

 

TBA

5

(Top)

Week 8

3/4-3/10

Financial Statements 

Slides: Topic 5

 

TBA

  3/11-3/17 Spring Break  

6

(Top)

Week  9

3/18-3/24

Ratio Analysis 

Slides: Topic 6

 

TBA

7

(Top)

Week 10

3/25-3/31

Financial Forecasting 

Slides: Topic 7

University Improvement Day (10/9) No Classes

 

TBA
   

Part III: Advanced Portfolio Management

 

8

(Top)

Week  11

4/1-4/7

Equity Portfolio Management Strategies  

Slides: Topic 8 (coming)

MindTap Assignment: See D2L (Due 4/12) 

 

Chap. 11

9

(Top)

Week  12
4/8-4/14

Bond Analysis and Portfolio Management Strategies

Slides: Topic 9 (coming)

MindTap Assignment: See D2L (Due 4/19)

Spring Break Day (4/10) No Classes

 

Chap. 13

10

(Top)

Week  13
4/15-4/21

Professional Portfolio Management, Alternative Assets, and Industry Ethics

Slides: Topic 10 (coming)

MindTap Assignment: See D2L (Due 4/27)

Chap. 17

 11

(Top)

Week  14
4/22-4/28

Evaluation of Portfolio Performance 

Slides: Topic 11 (coming)

MindTap Assignment: See D2L (Due 5/3)

Chap. 18

  Week  15
4/29-5/5
Presentations to the WSU Foundation

   

  Date: TBA

  Report due in D2L: TBA


 

 

 

Final Exam

  Date: 8:00-8:50, May 8th