FINA 416 PORTFOLIO MANAGEMENT

Weekly outline

• General
  
  

  General

  https://investimate.foreks.com/#!/login

  • News forum
  • SYLLABUS_FINA416_Spring 2017-2018 File
  • Assignment #1 File
  • EXCEL_ASSIGNMENT File
  • Sample of calculating Return_Risk_Covariance File
  • Syllabus FINA 416 Spring 2017-2018 File
  • FOR SAMPLE USE_REPORT#2 File
  • FOR SAMPLE USE REPORT#1 File
  • ***DEBATE TOPICS, GROUPS & DATES File
• 12 February - 18 February
  
  

  12 February - 18 February

  Subject: Investors and the Investment Process  (Chapter 22)
  Topics: The Investment Management Process; Investor Objectives; Investor Constraints; Investment Policies;  Monitoring and Revising Portfolios

  • Chapter 22 File
• 19 February - 25 February
  
  

  19 February - 25 February

  Subject: Risk and Return: Past and Prologue (Chapter 5)
  Topics: Rates of Return; Risk and Risk Premiums

  • Arithmetic and Geometric averages File
  • Chapter 5 File
• 26 February - 4 March
  
  

  26 February - 4 March

  Subject: Risk and Return: Past and Prologue
  Topics: Rates of Return; Risk and Risk Premiums; The Historical Record; Asset Allocation acrossRisky and Risk-free portfolios
• 5 March - 11 March
  
  

  5 March - 11 March

  Subject: Efficient Diversification (Chapter 6) 
  
  

  • Chapter 6 File
• 12 March - 18 March
  
  

  12 March - 18 March

  Subject: Efficient Diversification (Chapter 6)
• 19 March - 25 March
  
  

  19 March - 25 March

  Subject: Capital Asset Pricing and Arbitrage Theories (Chapter 7)

  • Chapter 7 Powerpoints File
• 2 April - 8 April
  
  

  2 April - 8 April

  Subject: The Efficient Market Hypothesis

  • Chapter 8 Powerpoints File
  • Chap008 File
• 9 April - 15 April
  
  

  9 April - 15 April

  • Chapter 9_Powerpoint File
• 16 April - 22 April
  
  

  16 April - 22 April

  • Chapter 12_Powerpoints File
• 23 April - 29 April
  
  

  23 April - 29 April

  SUBJECT: PORTFOLIO PERFORMANCE EVALUATION

  • Chapter 18_Powerpoints File
• 21 May - 27 May
  
  

  21 May - 27 May