FINAN202-22B (TGA)

Investments 1

15 Points

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Division of Management
School of Accounting, Finance and Economics

Staff

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Convenor(s)

Geeta Duppati

Geeta Duppati
9255
MSB.3.18
See Moodle
geeta.duppati@waikato.ac.nz

Lecturer(s)

Administrator(s)

: leanne.cooper@waikato.ac.nz
: uwt@waikato.ac.nz
: tiruni.john@waikato.ac.nz

Placement/WIL Coordinator(s)

Tutor(s)

Student Representative(s)

Lab Technician(s)

Librarian(s)

: yilan.chen@waikato.ac.nz

You can contact staff by:

  • Calling +64 7 838 4466 select option 1, then enter the extension.
  • Extensions starting with 4, 5, 9 or 3 can also be direct dialled:
    • For extensions starting with 4: dial +64 7 838 extension.
    • For extensions starting with 5: dial +64 7 858 extension.
    • For extensions starting with 9: dial +64 7 837 extension.
    • For extensions starting with 3: dial +64 7 2620 + the last 3 digits of the extension e.g. 3123 = +64 7 262 0123.
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Paper Description

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This paper introduces the fundamental concepts relating to portfolio decisions of individual and institutional investors. Based on the concept of risk-return trade-off, it discusses the techniques and implications of efficient portfolio diversification and the allocation of assets among different securities.

A special feature of this paper is that it provides an opportunity to students to work on an investment project using real world data and simulations in Lab.

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Paper Structure

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The power points for each chapter of the textbook are uploaded on Moodle.

The main activities of this paper include:

1. On ­campus lecture sessions (Lecture videos made available on Moodle) 2. On­ campus tutorial sessions; 3. Individual assignment (Project work); 4. Trading lab sessions 5. Trading in real world; 5. Online quizzes and test 6. Group presentations; 7. Class room Discussions and Participation and 8. Student consultation.

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Learning Outcomes

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Students who successfully complete the paper should be able to:

  • Understand how financial assets are categorized and the types of financial instruments (LO 1);
    Linked to the following assessments:
  • Learn how financial securities are traded and some market terminology (LO 2);
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  • Compute returns and the measures of risk (LO 3);
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  • Understand the concepts of diversification, efficient portfolios, and asset valuation models (LO 4);
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  • Forecast expected return of a security using CAPM technique (LO 4)
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  • Simulate different portfolio strategies and see how well investment portfolios perform (LO 5).
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  • Interpret the implications of Efficient Market Hypothesis (LO 6);
    Linked to the following assessments:
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Assessment

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Assessment Policy

Internal assessments are by the components as listed below. Note there is no examination for this paper.
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    Assessment Components

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    The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam. The final exam makes up 0% of the overall mark.

    The internal assessment/exam ratio (as stated in the University Calendar) is 100:0 or 0:0, whichever is more favourable for the student. The final exam makes up either 0% or 0% of the overall mark.

    Component DescriptionDue Date TimePercentage of overall markSubmission MethodCompulsory
    1. Test
    13 Sep 2022
    11:00 AM
    25
    • Online: Submit through Moodle
    2. Group Presentations
    18 Oct 2022
    11:00 AM
    15
    • In Class: In Lecture
    3. Individual Assignment (Project Work)
    4 Nov 2022
    11:30 PM
    30
    • Online: Upload to Moodle Forum
    4. Class-room Discussions and Participation (Ongoing)
    5
    • In Class: In Lecture
    5. Online Quizzes (Weekly quizzes 10)
    25
    • Online: Submit through Moodle
    Assessment Total:     100    
    Failing to complete a compulsory assessment component of a paper will result in an IC grade
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    Required and Recommended Readings

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    Required Readings

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    Essentials of Investments12th Edition
    By Zvi Bodie and Alex Kane and Alan Marcus
    ISBN10: 1260772160
    ISBN13: 9781260772166
    Copyright: 2022
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    Recommended Readings

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    Other Resources

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    1. Extensive use will be made of online databases that includes: NZX website for stock market trends, performance and corporate annual reports. In particular this is very important for the group assignment.
    2. Publishes paper articles relevant to the course topics.
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    Online Support

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    For information on the paper updates follow the announcements on Moodle
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    Workload

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    There are 150 learning hours for this paper. The time is devoted to the following activities:
    • Class Room Discussions and Participation
    • Test
    • Group Presentations
    • Quizzes
    • Trading Experiences from the Real world and Laboratory and
    • Complete the Individual Assignment (Project work)
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    Linkages to Other Papers

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    Prerequisite(s)

    Prerequisite papers: FINA201 or FINAN101

    Corequisite(s)

    Equivalent(s)

    Restriction(s)

    Restricted papers: FINA312, FINA517

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