COURSE OUTLINE. FINC 202 Investment Analysis and Portfolio Management
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1 COURSE OUTLINE FINC 202 Investment Analysis and Portfolio Management Semester One, 2018
2 NOTES: Recording of lectures and tutorials is strictly forbidden. This includes, but is not limited to, audio, video, and still photography. Neurological studies have linked physically writing things down enhances learning and improves retention by creating and strengthening neural pathways in the brain. Use of mobile phones is banned during classes (you can live for two hours without it). If you are found using a phone, I reserve the right to hold it until the end of lecture. Research studies are now finding that students who use their devices in class score lower on exam and overall. The reasoning is that students are distracted and then get lost in lecture. Don t join them This course outline contains information specific to this paper. For more general information common to your papers, please refer to the COMMERCE_UG_2018: Commerce Undergraduate Students site on Blackboard. Paper Description and Aims This course introduces students to the principals of valuation of financial securities and their uses in a portfolio of assets. We look at equity (stock/shares), debt (fixed income/interest) and derivatives. We analyse asset pricing models and financial markets. Occasionally, ethical issues will be raised from time to time. This paper aims to set the foundations of future finance studies, and is a pre-requisite for further finance studies. The class is purposefully designed to expose the student to a large range of challenging core financial concepts. The class has a significant increase in difficulty compared to 100-level papers and thus only students with a genuine interest in finance should enrol. Nearly 50% of the learning will be independent, and the majority of assessments will be mostly problem based in nature underlying theory and mathematics is your responsibility to learn. The course assessment will be based on four assignments, a midterm exam and a final exam. You need to score at least 40% on both the midterm and final exams to pass. You will need to score at least 50% in the midterm and final combined i.e 100 out of 200 to pass the course. This is in addition to the University requirement of scoring a total of least 50% - 50 out of in the entire course. The course will also rely heavily on mathematics and quantitative methods as it is expected that students will have attended prior courses on these topics.
3 Learning Outcomes Upon successful completion of this paper, you should be able to: Miscellaneous 1. Describe various markets, products, and trading platforms 2. Describe the objectives and constraints of an IPS for different types of investors 3. Calculate holding period returns for levered and unlevered securities 4. Distinguish between a price weighted and value weighted index 5. Calculate the level and returns of value and price weighted indices 6. Compare and contrast the three forms of market efficiency and their implications 7. Explain the importance having efficient markets Portfolio Theory 1. Calculate the expected return and standard deviation of a two asset portfolio 2. Derive the efficient frontier for the two asset case 3. Discuss the impact of correlation on risk reduction of a portfolio 4. Explain how having a riskless asset affects portfolio choice 5. Derive the minimum variance set when all assets are risky 6. Understand the efficient frontier with multiple risky and one riskless asset 7. Explain two-fund separation 8. Derive and understand the implications of CAPM and the Capital Market Line 9. Compute the expected return on a security using CAPM 10. Determine if a security is over- or under-priced using CAPM 11. Explain the benefits of international investing 12. Calculate and interpret the Sharpe and Treynor ratios 13. Determine the best method for evaluating a given portfolio. Fixed Income 1. Determine if a bond is selling at a premium, par or discount 2. Explain why different bonds have different yields 3. Compute the price of a bond given the yield to maturity and coupon rate. 4. Calculate the duration of a bond 5. Explain how duration measures interest rate risk 6. Compute forward rates given the current spot rates 7. Discuss theories of the yield curve Equities 1. Compare top-down to bottom-up forecasting 2. Estimate the price of a share using the dividend discount model 3. Describe the limitations of the dividend discount model 4. Discuss relative valuation methods such as the Price-Earnings (PE) Ratio 5. Compute and assess financial ratios for a firm Derivatives 1. Describe the uses of futures contracts 2. Compare and contrast a futures position to a spot asset position 3. Compute the price of a futures contract 4. Calculate the number of futures contracts required to hedge a given cash position 5. Compare and contrast call and put options 6. Graph the payoffs to various option positions
4 7. Describe trading strategies using options 8. Determine which option position best fits an investor s needs 9. Explain and use the Put-Call-Parity relationship 10. Calculate the prices of call and put options using one- and two-step binomial pricing model 11. Compute the price of call and put options using the Back-Scholes-Merton model with and without dividends 12. Compute the hedge ratio of an option Paper Coordinator Name: Dr. Scott Chaput, CFA Office: 318 Commerce Phone: Scott.Chaput@otago.ac.nz Office Hours: Tuesdays 14:00-16:00 Wednesdays 10:30-11:30 Teaching Staff You should contact Scott with any administrative enquiries about the paper, e.g. tutorial changes, or requests for late submission of assignments. Class Representatives Class representatives are an important means of communication between students and staff. Contact details for your student class representatives can be found on the Blackboard page for this paper. I need one or two students to act as class reps. This entails acting a liaison between the class and lecturer and going to two or three meetings of all Departmental class reps during the semester. Course Delivery Lecture Day/Time: Tuesdays Room TBC Thursday 8-10 Room TBC Tutorials: See evision for your streaming details and timetable. If you fail to attend lectures and tutorials, you are solely responsible for making up the material covered from your fellow students. Every week students must attend: week. Two lectures and one tutorial. Tutorials start in the second Course Learning Resources Essentials of Investments, 10 th edition by Bodie, Kane and Marcus (BKM). McGraw-Hill Irwin. The book should be available at UBS. Some copies will be on Closed Reserve in the Central Library. There are plenty of copies of the 9 th edition floating around. Though similar, they are not the same and I do not know which questions align with those from the 10 th edition.
5 Blackboard provides you with access to course materials, class notices, and resources. Blackboard is used to the whole class so it is important that you check your student and Blackboard regularly. Further information about student support, learning support and information, academic integrity and other University resources for students is available on the COMMERCE_UG_2017: Commerce Undergraduate Students site on Blackboard. Student Webmail We will use your student account to you information relevant to your programme. To forward your University address to an address that you use regularly: 1. Log into your StudentMail account ( using your student username and password. 2. Click the Cog button (top right corner). 3. Click on Mail under Your App Settings. 4. Under Accounts on left hand side, select Forwarding. 5. Under the Forwarding heading, type in the address you want your to be forwarded to. You can also choose to have a copy of these s kept on your StudentMail account, so please check the box if you would like this. 6. Click the Save button. Assessment All material presented is examinable (except where stated otherwise) by assignments and the final examination. Important assessment information such as due dates and times, content, guidelines and so on will be discussed at lectures and, where appropriate, detailed on Blackboard. Students are responsible for ensuring that they are aware of this information, keeping track of their own progress, and catching up on any missed classes. Assessment Due date % of final grade Requirements to pass this paper Assignment 1 Th 15 March 6 Assignment 2 Th 12 April 8 Midterm Test W 18 April 35 40% or higher Assignment 3 Th 03 May 8 Assignment 4 Th 24 May 8 Final Exam TBD 35 40% or higher Course Requirements 1. You need to score at least 40% on both the midterm and final exams to pass. a. If you score less than 40% on the midterm, you will Fail Terms and not be eligible to sit the final exam. 2. You will need to score at least 50% in the midterm and final combined i.e 100 out of 200 to pass the course.
6 Final Exam Assignment 4 Assignment 3 Midterm Exam Assignment 2 Assignment 1 3. This is in addition to the University requirement of scoring a total of least 50% - 50 out of in the entire course. Assignment Submission Procedure Late Assignments are not accepted, except in cases of serious medical issues. A cold does not count. Learning Outcomes Learning Outcome Miscellaneous X X X X Portfolio Theory X X Fixed Income X X Equities X X Derivatives X X Total Disclaimer While every effort is made to ensure that the information contained in this document is accurate, it is subject to change. Changes will be notified in class and via Blackboard. Students are encouraged to check Blackboard regularly. It is the student s responsibility to be informed. Course Plan The following two pages contain the topic covered and associated readings for each class meeting. The last page contains recommended problems for the textbooks to help you study. Answers to these problems cannot be posted online because of copyright issues. You are welcome to come to my office hours to compare yours with those from the solutions. This version was last updated 02 February 2018
7 FINC 202 Semester 1, 2018 Week Date Topic BKM Reading CFA Reading 1 27-Feb Introduction 1 6, 7, 8 & 9 1-Mar Investment Policy Mar Efficient Markets 8-Mar Unit Trusts Mar Asset Classes 2 15-Mar Securities Markets 3 45, 46, 48, 51, 52 & Mar 22-Mar Risk & Return History Portfolio Theory Mar 29-Mar Portfolio Theory 6 & 7 40, 42 & 43 Day Off in Lieu of Midterm Night Break 3-Apr 5-Apr Relax & Study Finc Apr CAPM 7 40, 42 & Apr Portfolio Evaluation 18 Remember to read BEFORE class!
8 FINC 202 Semester 1, 2018 Week Date Topic BKM Reading CFA Reading 17-Apr Global Investing Apr Midterm in Evening 19-Apr Bond Valuation & Apr Bond Valuation & Yields 26-Apr Yields & May Bond Risks May 10 8-May Equity Valuation 12, 13, & & May May 17-May Futures May 24-May 29-May 31-May Options Introduction Option Valuation Reserve Day 58 Remember to read BEFORE class!
9 FINC 202 Semester 1, 2018 Chapter Problems Sets CFA Problems 1 3, 5, , 5, 7, 11, 1, 5, 9 4 1, 5, 10, 20, , 3, 5, 10, , 9, 10, 15, 16, , 4, 6, 7a, 12-14, 18 1, 2, , 8-12, 17, 21 1, 2 7 2, 3, 4-7, 9, 21 1, 6, 10, 18 1, 2, 4, 5, 9, 11 1, , 8, 9, 12, 16, 23, 24, 36, 37, 39, , 2, 5-9, , 2, 7a, , 5, 10, , 6, 7, 9, 20, 23 4, 5, , 4, 8 2, , 6, 9, 16, , , 4, 6-8, 12, 16, 24, , 8, 9, 16, a, 3 Attempt the problem before asking for help.
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