EXED510-17H (TGA)

Financial Markets and Investment Strategy

10 Points

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Waikato Management School
Te Raupapa
Executive Education

Staff

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Convenor(s)

Anthony Byett

Anthony Byett
MSB.2.32B
To be advised
anthony.byett@waikato.ac.nz

Lecturer(s)

Administrator(s)

: ashleigh.neame@waikato.ac.nz
: ditha.sishta@waikato.ac.nz

Placement Coordinator(s)

Tutor(s)

Student Representative(s)

Lab Technician(s)

Librarian(s)

: clive.wilkinson@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 or 9 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.
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Paper Description

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As organisations invest in capital projects, investment decision-making becomes crucial. You will apply investment appraisal techniques, deal with risk and uncertainty, and investigate financial systems where money can be accessed.
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Paper Structure

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This paper will be facilitated with face-to-face sessions, supported by online resources.

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Learning Outcomes

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Students who successfully complete the course should be able to:

  • Apply the time value of money to a project
    Linked to the following assessments:
    • Finance Exercise 1 - individual (1)
    • Finance Exercise 2 - individual (2)
    • Memo - individual (3)
    • Report - group (4)
  • Calculate present and future values using Excel
    Linked to the following assessments:
    • Finance Exercise 1 - individual (1)
    • Finance Exercise 2 - individual (2)
    • Memo - individual (3)
    • Report - group (4)
  • Be able to find data sources necessary for undertaking financial analyses
    Linked to the following assessments:
    • Memo - individual (3)
    • Report - group (4)
  • Explain risk and how it is typically measured
    Linked to the following assessments:
    • Memo - individual (3)
    • Report - group (4)
  • Present to an internal project committee the components of investment appraisal (capital budgeting) including the determination of weighted average cost of capital
    Linked to the following assessments:
    • Finance Exercise 1 - individual (1)
    • Finance Exercise 2 - individual (2)
    • Memo - individual (3)
    • Report - group (4)
  • Calculate risk and return profiles for portfolios of securities and to evaluate their respective performance.
    Linked to the following assessments:
    • Memo - individual (3)
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Assessment

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All assessment is compulsory.

It is expected you have read the Corporate & Executive Education Policies.

PLEASE NOTE: The University has zero-tolerance for Plagiarism.

All assessment must be submitted as a Word document, unless otherwise stated.

Booking of rooms for group meetings.

Please refer to Moodle for assessment details.

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Assessment Components

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The internal assessment/exam ratio (as stated in the University Calendar) is 1:0. 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 1:0 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. Finance Exercise 1 - individual
14 Sep 2017
11:30 PM
15
  • Online: Submit through Moodle
✔
2. Finance Exercise 2 - individual
20 Sep 2017
11:30 PM
15
  • Online: Submit through Moodle
✔
3. Memo - individual
4 Oct 2017
11:30 PM
30
  • Online: Submit through Moodle
✔
4. Report - group
15 Oct 2017
11:30 PM
40
  • 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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Readings are provided for all key elements of this paper and can be found for each session under the Schedule link.

The readings represent a sampling of current academic literature in this area, or are from academic journals with a focus on the respective topics.

It is expected you have read the relevant material prior to attending each session.

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Online Support

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Waikato Management School Helpdesk: wms_helpdesk@waikato.ac.nz, 0800 WAIKATO, extn 4599

ITS: https://landesk.waikato.ac.nz0800 WAIKATO, extn 4008

Moodle help files
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Workload

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As a general guide 12-15 hours per week is required over the whole period of the paper.

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Linkages to Other Papers

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Prerequisite(s)

Corequisite(s)

Equivalent(s)

Restriction(s)

Restricted papers: EXLD509 and EXLD530 and EXED510, EXLD557

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