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FINAN202-23A (HAM)
Investments 1
15 Points
Staff
Convenor(s)
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Greg Hou
9402
MSB.3.25
greg.hou@waikato.ac.nz
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Administrator(s)
Librarian(s)
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What this paper is about
This paper is a step further beyond FINAN101. The objective of this paper is to develop an understanding of critical issues investment professionals face. Towards the end of this paper, students will be familiar with the measurement of risk and return, risk-return trade-off, efficient diversification, optimal portfolio strategies, and asset pricing models while also considering market efficiency hypotheses. In addition, trading simulation with well-established trading software is available in the paper.
How this paper will be taught
This paper introduces fundamental concepts related to the portfolio decisions of individual and institutional investors. Based on the concept of risk-return trade-off, it discusses the fundamental techniques and implications of asset pricing models, efficient portfolio diversification with respect to optimal allocation of assets among different securities, and market efficiency hypotheses. A simulation of portfolio strategies in a trading lab context is introduced.
The main activities of this paper include:
1. On-campus and Zoom lectures
2. On-campus and Zoom tutorials
3. Group assignment
4. Trading lab sessions
5. Online quiz and tests
6. Student consultation
Required Readings
There is no required textbook for this paper. But there is a textbook highly recommended: Bodie, Kane, and Marcus, Essentials of Investments, 12th ed., McGraw-Hill Education, 2022.
You will need to have
Recommended Readings
For recommended textbooks and readings and useful websites and databases, please refer to the Waikato Reading List of this paper on the Moodle page.
Other Resources
Please contact the Paper Convenor or Administrator for further details.
Learning Outcomes
Students who successfully complete the course should be able to:
Assessments
How you will be assessed
Internal assessments are by the components as listed below. Note there is no examination for this paper.
The assessments of the paper include one on-line quiz, two online tests and one group assignment.
The internal assessment/exam ratio (as stated in the University Calendar) is 100:0. There is no final exam.