This page is covering Investment Courses taught at FUUAST for three consecutive semester i.e. Spring 2018, Fall 2018 & Spring 2019
Spring 2019
Week 1 (Feb 7, 2019)
Recommended Text Book; Investments by Bodie, Kane & Marcus
Week 2 (Feb 14, 2019)
Lecture Slides - Chapter 1: Introduction of Financial Environment and Process
Lecture Slides - Chapter 3: How securities are traded (Read from Books)
Lecture Notes - Handwritten for Session 1 and Session 2 and Session 3
please come after reading chapter 1 and 3 from book. (Especially chapter 3)
Week 3 (Feb 21, 2019)
Introduction to Risk and Return
Lecture Notes Risk n Return I
Week 4 (Feb 28, 2019)
Risk and Return - I - Review
Two assets portfolio by scaler and matrix
Three asset portfolio by matrix
6 asset portfolio by matrix (Excel Solver)
Week 5 (March 7, 2019)
Risk and Return - Excel Workshop Class
solved Excel File for all above
Week 6 (March 14, 2019)
Risky and Risk free Assets
Capital Allocation Line
Investment - Portfolio with Risky and Riskfree Assets
Week 7 (March 21, 2019)
Security Market Line and CAPM
Lecture Notes Risk n Return II
Week 8 (March 28, 2019)
Lecture Notes EMH
PQs for Midterm
First : All Numericals of Class
Second: go for following
Book BZM 10e
Chapter 3: 6, 7, 9, 10, 15, 16
Chapter 7: 10, 11, 12, 16
Chapter 9: 1, 2, 3, 4, 5, 6, 9
Chapter 10: 4, 6
Midterm Exam
Instruction:
Midterm Exam being Home Take, there are Two Parts. For Part A (Case study; Student can discuss with each other and submit the case write-up report in group of 3-4 as per mutual understanding between students. Any 1 Case Solution/Writeup is required by each group. There will be 5-10 minutes viva of group at time of Case Submission to assess contribution of each student in Case Solution. Cases will be sent to Whatsapp Group of Class due to copyright law of googlesites but Question and Instruction of individual cases will be available on course page). For Part B (Every Student must submit the handwritten answer individually).
Part A: Solve any of the given Case (15 Marks)
Case 1: Gold as Portfolio Diversifier (Darden Business Publishing, UV6524)
Or Case 2: The Monticello Fund (Darden Business Publishing, UV0517)
Part B: Solve all the below given Questions and submit in hand written form (15 Marks)
All above will be available from Sunday onward! to be submitted after 10 days;
Midterm Exam along with Instruction (Downloadable)
Questions/Instructions related with Case studies and Supporting Material for Part A(Case Studies)
Excel Exhibit of Case 1 (Gold as portfolio diversifier)
Exhibit of Case 2 (The monticello Fund)
Week 9 April 04 2019
University Holiday
Week 10 April 11, 2019
Bond Pricing and Valuation
Bonds Theorem and YTM
Optional HW Assignment related with Class Activity
TIPS and Horizon Analysis
In Current Semesters Students are advised to tract the progress of below two semester material on their own. Below Spring 2018 progress is given which is followed by Fall 2018 material!
Below is the detailed Week-wise progress of same course offered in Spring 2018 to M.ComV-Weekend Programme at A.H.Campus
Week1 (Feb10, 2018) No Class due to my Instructor's Busy Schedule. Makeup Class will be announced later.
Recommended Text Book; Investments by Bodie, Kane & Marcus
Week2 (Feb17, 2018) / Session 1
Lecture Slides - Chapter 1: Introduction of Financial Environment and Process
Lecture Slides - Chapter 3: How securities are traded (Read from Books)
Week3 (Feb 24, 2018) / Session 2
please come after reading chapter 1 and 3 from book
Lecture Notes - Handwritten for Session 1 and Session 2 and Session 3
Week4 (March 3, 2018) / Session 3
see Lecture Notes for Session 3, Do Read from Book Chapter 3 as must and Chapter 5 if possible (it may be of advance level discussion but is good for understanding actual complex setup of Investment)
Benefit of Leverage via Risk and Return trade off (Dupont Analysis for profitability and efficiency)
Margin Purchase & Shortselling
and
Rate of Returns for Margin and Cash Account
and Theoretical Discussion of Risk and Return
Week5 (March 10, 2018) / Session 4
Introduction to Risk and Return
Lecture Notes Risk n Return I
Week6 (March 17, 2018) / Session 5
Risk and Return - I
two assets portfolio by scaler and matrix
three asset portfolio by matrix
6 asset portfolio by matrix (Excel Solver)
log return and fisher index
Week 7 (March 24, 2018) / Session 6
Investment - Portfolio with Risky and Riskfree Assets
Lecture Notes Risk n Return II
Week 8 (March 31, 2018) / Session 7
Lecture Notes EMH
Week 9 (Apr 7, 2018) / Session 8
Review of CAPM and Introduction of APT
PQs for portfolios (Risky with Risk Free)/CAPM/APT
Review for Midterm
Week10(Apr 14, 2018) Midterm Exam / Session 9 (no session due to holiday)
PQs for Midterm
First : All Numericals of Class
Second: go for following
Book BZM 10e
Chapter 3: 6, 7, 9, 10, 15, 16
Chapter 7: 10, 11, 12, 16
Chapter 9: 1, 2, 3, 4, 5, 6, 9
Chapter 10: 4, 6
Midterm Exam
Instruction:
Midterm Exam being Home Take (University Holiday on April 14, 2017), now there are Two Parts. For Part A (Case study; Student can discuss with each other and submit the case write-up report in group of 3-4 as per mutual understanding between students. Any 1 Case Solution/Writeup is required by each group. There will be 5-10 minutes viva of group at time of Case Submission to assess contribution of each student in Case Solution. Cases will be sent to Whatsapp Group of Class due to copyright law of googlesites but Question and Instruction of individual cases will be available on course page). For Part B (Every Student must submit the handwritten answer individually).
Part A: Solve any of the given Case (15 Marks)
Case 1: Gold as Portfolio Diversifier (Darden Business Publishing, UV6524)
Or Case 2: The Monticello Fund (Darden Business Publishing, UV0517)
Part B: Solve all the below given Questions and submit in hand written form (15 Marks)
Submission Due: April 21, 2018 (6:00pm)
Week 11 (April 21, 2018)
Bond Pricing and Valuation
Week 12 (April 28, 2018)
Bonds Theorem and YTM
Optional HW Assignment related with Class Activity
TIPS and Horizon Analysis
Week 13/14 (May 05 & May 12, 2018)
See following Lecture Notes related with Investment in Bonds (note: m.com students of fuuast doesnot need to cover all topics from following lecture notes, considering their pre-req knowledge i will be having another flow of topics for their course in spring 2018)
Portfolio Performance Evaluation
Week 15 (June 23, 2018) Index Return Measures and Portfolio Return Measures
Week 16 (June 30, 2018) Risk Adjusted Performance Measures
Investment - Week XIII - IV (70-79)
Week-wise Progress for M.Com-IV-Regular(Finance Elective)
Week1 (Aug. 07,2018)
Introduction to Course Outline, Finance Elective and How securities are being Traded
Recommended Text Book; Investments by Bodie, Kane & Marcus
Lecture Slides - Chapter 1: Introduction of Financial Environment and Process
Week2 (Aug. 14, 2018)
No Class so Makeeup @ ?????
Week3 (Aug 21, 2018)
No Class so Makeup @ ???
Week4 (Aug 28, 2018)
Lecture Slides - Chapter 3: How securities are traded (Read from Books)
Lecture Notes - Handwritten for Session 1 and Session 2 and Session 3
Week5 (Sept 4, 2018)
Introduction to Risk and Return
Lecture Notes Risk n Return I
Week6 (Sept 11, 2018) / Session 5
Risk and Return - I
two assets portfolio by scaler and matrix
three asset portfolio by matrix
6 asset portfolio by matrix (Excel Solver)
Week 7 (Sept 18, 2018) / Session 6 / Week 8 (Sept 25, 2018) / Session 7
Investment - Portfolio with Risky and Riskfree Assets
Lecture Notes Risk n Return II
Week 9 (Oct 2, 2018) / Session 8 & Week 10 Session 9 (October 9, 2018) / Week 11 Session 10 (October 16, 2018
Lecture Notes EMH
Review of CAPM and Introduction of APT
PQs for portfolios (Risky with Risk Free)/CAPM/APT
Review for Midterm
Week 10 (Oct 9, 2018)
PQs for APT and CAPM
Week 11 (Oct 16, 2018)
Introduction to Bonds/ Debentures at par, at premium at discount
Midterm Exam
Instruction:
Midterm Exam being Home Take (Class off on October 30, 2018), now there are Two Parts. For Part A (Case study; Student can discuss with each other and submit the case write-up report in group of 3-4 as per mutual understanding between students. Any 1 Case Solution/Writeup is required by each group. There will be 5-10 minutes viva of group at time of Case Submission to assess contribution of each student in Case Solution. Cases will be sent to Whatsapp Group of Class due to copyright law of googlesites but Question and Instruction of individual cases will be available on course page). For Part B (Every Student must submit the handwritten answer individually).
Part A: Solve any of the given Case (15 Marks)
Case 1: Gold as Portfolio Diversifier (Darden Business Publishing, UV6524)
Or Case 2: The Monticello Fund (Darden Business Publishing, UV0517)
Part B: Solve all the below given Questions and submit in hand written form (15 Marks)
Midterm Exam along with Instruction (Downloadable)
Excel Exhibit of Case 1 (Gold as portfolio diversifier)
Exhibit of Case 2 (The monticello Fund)
Submission Due: October 30, 2018 (6:00pm)
Week 12 (Oct 23, 2018)
Bond Pricing and Valuation
Bonds Theorem and YTM
Optional HW Assignment related with Class Activity
TIPS and Horizon Analysis
Week 13/14 (Oct 30 & Nov 7/14, 2018)
See following Lecture Notes related with Investment in Bonds (note: m.com students of fuuast doesnot need to cover all topics from following lecture notes, considering their pre-req knowledge i will be having another flow of topics for their course in spring 2018)
Portfolio Performance Evaluation
Week 15 (Nov 28, 2018) Index Return Measures and Portfolio Return Measures
Week 16 (Dec 3, 2018) Risk Adjusted Performance Measures