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Portfolio Analysis – Fin 4315SyllabusSpring 2021General InformationProfessor: Dr. James E UpsonOffice: COBA 238Phone:747.7758e-mail:jeupson@utep.eduOffice HrsTR 1:00 pm-2:00 pm onlineClass MeetingsOn LineCourse Materials Modern Portfolio Theory and Investment Analysis 8th EditionISBN 978-0-470-38832-7 (there is a 9th Edition that will work as well)Course Notes will be posted online for download when appropriate A laptop or computer is recommended using Windows operation systemExcel, Windows basedFinancial Blogs and web sites to visit: finance., moneycentral.ObjectivesThe objective of this course is to gain a detailed understanding of the portfolio formation process and evaluation for stocks and bonds. This class is integrated with a finance lab to give the student practical knowledge of the portfolio formation process and portfolio management.E-Mail PolicyIt is the policy of the finance department that all e-mails sent to professors or teaching assistants be of a professional nature and format. A formal greeting and salutation are required. Proper grammar, spelling, and format are required. You must clearly state the problem or question that will be addressed. You must identify the class, section, time, and location where the class meets. We reserve the right to not reply to any e-mail that does not meet these requirements and is not of a professional nature. ExamsNo exams will be given for this class due to the online nature of the work.LecturesThe online video lectures will include an Excel project and short report. The due dates for these projects are listed on the BB calendar. Each project is worth 50 points, 30 points for the written report and 20 points for the Excel component. Each student will be assigned unique firms and objectives for the projects. These will be posted on the BB site. There is one project per chapter.GradingLecture Projects50 each (total 500)Total500Grading is on a straight scale 90 – A, 80 – B, 70 – C, …If you have a disability and need classroom accommodations, please contact The Center for Accommodations and Support Services (CASS) at 747-5148, or by email to cass@utep.edu, or visit their office located in UTEP Union East, Room 106. For additional information, please visit the CASS website at sa.utep.edu/cass.ScheduleJan 19-28Chap 4Jan 28-Feb 8Chap 5Feb 8- Feb 16Chap 7Feb 16-Feb 25Chap 8Feb 25-Mar 10Chap 10Mar 15-19Spring BreakMar 22- Mar 30Chap 11Mar 30-Apr 6Chap 18Apr 6 – Apr 15Chap 19Apr 15-266Chap 22Apr 26-May 6Chap 21 ................
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