FIN 652: Investment Analysis
Course Outline and TimeTable - Fall 2011

Class Meeting Days

Topics

Projects and other Deadlines
MFL refers to MyFinanceLab Assignment

Class 1
September 12

Chapter 1 The Investment Environment (Slides)
Chapter 2 Asset Classes and Financial Instruments (Slides)
Webnote: Financial Markets
The Financial System (Slides)

Blackboard Discussion on the Chinese Financial system
Make sure you have read each chapter before you come to class and also tried your hand at the questions on the chapter. The more you have read, the better you will be able to participate in class.

Class 2
September 19

Chapter 3 How Securities are Traded
Webnote: Securities Trading
Webnote: Short Sales and Margin Purchases
Guest Lecturer: Glenn Blitzer on trading and market microstructure

Connect Assignments Chaps 1 and 2 due; Assignment on Financial Markets and Institutions due

Class 3
September 26

Chapter 4 Mutual Funds and Other Investment Companies (Slides)

Connect Assignment Chap 3 due

Class 4
October 3

Connect Assignment Chap 4 due
Problems 9 and 12, Chapter 3 (Excel assignment)

Class 5
October 10

Chapter 6 Risk Aversion and Capital Allocation to Risky Assets
Webnote: Risk and Risk Aversion
Chapter 7 Optimal Risky Portfolios
Webnote: Optimal Risky Portfolios

Connect Assignment Chap 5 due

Class 6
October 17

Chapter 9 The Capital Asset Pricing Model
Webnote: The Capital Asset Pricing Model

Class 7
October 24

Midterm

Class 8
October 31

Chapter 9 The Capital Asset Pricing Model
Webnote: The Capital Asset Pricing Model

Class 9
November 7

Chapter 10 Arbitrage Pricing Theory and Multifactor Models of Risk and Return

Connect Assignment Chap 9 due

Class 10
November 14

Guest Lecturer: Paul Fraynt
Chapter 11 The Efficient Market Hypothesis
Chapter 12 The Behavioral Critique

Class 11
November 21

In class exercise on Expected Return Models

Chapter 14 Bond Prices and Yields
Webnote: Bond Pricing
Slides for Chapter 14

Chapter 15 The Term Structure of Interest Rates
Webnotes: The Determination of Interest Rates
Webnotes: The Term Structure of Interest Rates

Connect Assignment Chap 14 due
Blackboard Discussion on the Behavior of Financial Asset Prices closes