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FINA517-17S (HAM)
Investments, Portfolios and Financial Markets
15 Points
Staff
Convenor(s)
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Geeta Duppati
9255
MSB.2.29
By Appointment Only
geetad@waikato.ac.nz
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Administrator(s)
Librarian(s)
You can contact staff by:
- Calling +64 7 838 4466 select option 1, then enter the extension.
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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.
Paper Description
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.
Paper Structure
Learning Outcomes
Students who successfully complete the course should be able to:
Assessment
Assessment Policy
- You must obtain at least 40% on the Final Examination in order to pass the course.
- All tutorial completions, quizzes, and the semester project report must be the work of each student. Group work must be the work of each group. Instances of academic dishonesty will be dealt with according to University Policy.
- Late submission of any assessments will not be accepted and will not be marked unless there are grounds for special consideration which normally means health or bereavement.
- The application for such consideration can be found under Files. Further information is available at http//www.waikato.ac.nz/sasd/examinations/exams3.shtml
Group Policy: A group may comprise a minimum of 2 members and a maximum of 3 members. Students who wish to complete the group assignment by themselves can do so, if they email the instructor before the end of the second week. Otherwise students are randomly assigned into groups of 3 students. If conflicts arise within a group, students can write a memo to the instructor indicating why they cannot continue in the group and, if the instructor concurs, the student may be allowed to leave the group and complete the assignments individually, carrying the group marks for completed assignments. He or she will not be allowed to join another group. A group that chooses to continue with 2 members cannot add another person to the group. Invariably, people leaving groups are fed-up with the lack of effort by others in the group: if you think it is unfair to have 2 members in a group, then contribute to the group, as you will not receive any dispensation whatsoever for having only 2 members. It is recommended that groups get everyone to contribute to each assignment to prevent conflict among members as results are awarded later in the semester.
Assessment Components
The internal assessment/exam ratio (as stated in the University Calendar) is 1:1. The final exam makes up 50% of the overall mark.
Required and Recommended Readings
Required Readings
Other Resources
- 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.
- Publishes paper articles relevant to the course topics.
Online Support
Workload
- 40 Hours - Attend classes
- 70 Hours - Complete Group Assignment
- 50 Hours - Prepare for and Attend Quizzes
- 30 Hours - Complete the Fund Management Simulation Project
- 10 Hours - Study and sit for the Examination
Linkages to Other Papers
Prerequisite(s)
ECON204 and FINA201 or equivalent
Restriction(s)
FINA312