California State University, Fullerton
California State University, Northridge
College of Business and Economics
Department of Finance, Real Estate and Insurance
SYLLABUS
Finance 432 - Investment Analysis and Management (Class # 12130)
Spring 2011
Professor: John Zhou Meeting Days & Time: W 7:00 - 9:45 PM
Office: JH 4113 (818) 677-4543 Facility: JH 1206
Department: JH 3125 (818) 677-2459 E-mail: zhong-guo.zhou@csun.edu
Office Hours: W 6:00 - 7:00 PM & F 5:00 - 6:00 PM
I. COURSE OUTLINE
This is an introductory course on the fundamentals of investment analysis and management. We will cover topics such as corporate and government securities, risk-return tradeoff, mutual funds, security markets, fundamental and technical analysis, stock and bond valuations, portfolio theory, and portfolio management. The intent of the course is to provide students with a basic understanding of different alternatives in investments, how to value those investments, and how those investments fit together within an investment portfolio.
II. TEXT
Required: Essentials of Investments by Bodie, Kane, and Marcus, 8th edition, McGraw-Hill
Required: A financial calculator (recommended TI BAII plus or TI BAII plus professional)
Required: Lecture notes (will be emailed to students before the class begins)
III. PREREQUISITE
Finance 303
IV. ASSIGNMENTS
Problem sets will be assigned after each chapter. These questions are designed to provide students with problem-solving experience. Some of the problems will be reviewed in class.
V. RECOMMEDED READINGS
The Wall Street Journal, Barron’s, and financial pages of LA TIMES
VI. EXAMS
There will be two tests with equal weights. They are basically non-cumulative. All tests are closed book and in class. Students who miss any exam without prior permission from the instructor will receive a score of zero for that test. No exceptions.
VII. GRADING
Midterm Exam 50%
Final Exam 50%
The grade will be based on the overall score of the course as follows:
90 or above (A); 87-89 (A-); 84-86 (B+); 80-83 (B); 77-79 (B-); 74-76 (C+);
70-73 (C); 67-69 (C-); 64-66 (D+); 60-63 (D); below 60 (F)
VIII. TENTATIVE SCHEDULE
TOPICS READINGS
Part 1: Elements of Investments
Investments: Background Chapter 1
Asset Classes and Financial Institutions Chapter 2
Security Markets and Transactions Chapter 3
Investment Companies Chapter 4
Part 2: Portfolio Theory and Market Efficiency
Risk and Return Chapter 5
Efficient Diversification Chapter 6
Asset Pricing Models Chapter 7
Efficient Market Hypothesis Chapter 8
Midterm Exam
(It is scheduled at 7:00 - 9:00 PM on March 16 and it covers chapters 1-8.)
Part 3: Debt Securities
Bond Prices and Yields Chapter 10
Managing Bond Portfolio Chapter 11
Spring Recess (April 4 - 9) No Class
Part 4: Security Analysis
Macroeconomic Analysis Chapter 12
Equity Valuation Chapter 13
Part 5: Active Investment Management
Portfolio Performance Management Chapter 18
Globalization and International Investing Chapter 19
Final Exam
(It is scheduled at 8:00 - 10:00 PM on May 18 and it covers chapters 10-13 and 18-19.)
WITHDRAWAL AND ACADEMIC DISHONESTY POLICIES
They conform to the withdrawal and dishonesty policies of the California State University, Northridge.
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