FINC311-11S1 (C) Semester One 2011

Investments

15 points

Details:
Start Date: Monday, 21 February 2011
End Date: Sunday, 26 June 2011
Withdrawal Dates
Last Day to withdraw from this course:
  • Without financial penalty (full fee refund): Friday, 4 March 2011
  • Without academic penalty (including no fee refund): Friday, 20 May 2011

Description

The theoretical principles of investments and their applications to investment policy.

Learning Outcomes

Upon successful completion, students should be able to:

Develop and discuss a detailed investment policy statement that recommends a particular asset allocation strategy for a client.
Understand major investment media and quantify and evaluate their risks and returns.
Build and manage a portfolio of securities.
Quantify financial risk.
Devise strategies to effectively transfer risk through diversification, insurance or hedging.
Understand the theoretical basis for and practical implementation of widely-used asset pricing theories.
Discuss what the efficient market theory and behavioural finance about investor rationality and asset pricing is.

Prerequisites

FINC201, FINC203, MATH101, MATH102 or MATH108

Restrictions

FINC364, AFIS314

Course Coordinator

Huong Dang

Assessment

Assessment Due Date Percentage 
Final Exam 45%
Online Quiz 1 10%
Project 35%
Online quiz 2 10%

Textbooks / Resources

Recommended Reading

Bodie, Zvi. , Kane, Alex., Marcus, Alan J; Investments ; 9th ed; McGraw-Hill/Irwin, 2011.

Indicative Fees

Domestic fee $630.00

International fee $2,775.00

* All fees are inclusive of NZ GST or any equivalent overseas tax, and do not include any programme level discount or additional course-related expenses.

Limited Entry Course

Maximum enrolment is 100

For further information see Department of Economics and Finance .

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