Investment Analysis Course

4863 Words Dec 25th, 2011 20 Pages
UNIVERSITY OF MASSACHUSSETS DARTMOUTH College of Business Department of Accounting and Finance Fall 2011 COURSE: Investment Analysis, FIN 383-Section 01, TR 12:30-1:45 Class location: Science & Engr 118

PREREQUISITES: FIN 312 and junior standing INSTRUCTOR: Duong Nguyen, Ph.D. Office Room 220, College of Business Phone (508) 999 – 8070 Email dnguyen2@umassd.edu Tuesday 3:30-5:00 pm Thursday 3:30-5:00 pm Wednesday 11:00-12:00 and 1-5pm and also by appointment

OFFICE HOURS:

COURSE DESCRIPTION This course will mix both description and theory. On the descriptive side we will cover the purpose and operation of securities markets in the United States and around the world. On the theoretical side we will cover how we should evaluate
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If you miss any material, it is your responsibility to obtain the information from another student. Do not consistently arrive late or leave early. If you have to leave or enter the room while a discussion or presentation is in progress, be quiet and discreet. A continued absence or several absences will adversely impact your grade. Do not conduct private conversations while class is in session. However, participation in class discussions is expected.

TENTATIVE COURSE SCHEDULE
Meeting 09/08/11 09/13/11 09/15/11 09/20/11 09/22/11 09/27/11 09/29/11 10/04/11 10/06/11 10/11/11 10/13/11 10/18/11 10/20/11 10/25/11 10/27/11 11/01/11 11/03/11 11/08/11 Topic Class Introduction Investments: background and issues Financial securities Financial securities Securities markets Securities markets Bond prices and yields Bond prices and yields Bond prices and yields Mutual fund and other investment companies Follow Monday 's schedule (no class) Mutual fund and other investment companies Wrap up and Review Exam 1 Risk and Return Risk and Return Efficient diversification Efficient diversification CAPM and APT 1, 2, 3, 4, 9 5 5 6 6 7 HW 4 due Excel case 1 due 4 HW 3 due Chapter Homework and Excel cases (required)

1 2 2 3 3 9 9 9 4 HW2 due HW1 due

11/10/11 11/15/11 11/17/11 11/22/11 11/24/11 11/29/11 12/01/11 12/06/11 12/08/11 12/13/11 12/15/10

CAPM and APT Efficient markets Wrap up and Review Exam 2 Thanksgiving (no class) Equity valuation Equity