ISBN - University of Texas at El Paso



Portfolio Analysis – Fin 4315SyllabusSpring 2017General InformationProfessor: Dr. James E UpsonOffice: COBA 238Phone:747.7758e-mail:jeupson@utep.eduOffice HrsTR 12:00 pm-1:00 pm or by appointmentClass MeetingsTR10:30 – 11:50 – BUSN – 318Course 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.ExamsThere will be four exams for this class including a comprehensive final. The lowest exam grade will be dropped.HomeworkA series of homework problems will be assigned for each chapter. Due dates and the listed problems are presented in the class schedule. Homework assignments must be completed by hand calculation, not with the aid of computer software such as excel. GradingHome Work Probs135 (15 pts per chapter)Exams (3)150 each (total 450)Bonus15Total600Grading 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 17-19Chap 4Prob 2,3,4Jan 24-26Chap 5Prob 1,4,5,6Jan 31- Feb 2Chap 7Prob 1,2,4,6Feb 7Exam 1 Chap 4-7Feb 9-14Chap 8Prob 2,4,5,8Feb 16-23Chap 10NoneMar 2-9Chap 11Prob 1,3,7,8,9Mar 14-16Spring BreakMar 21Exam 2 Chap 8-10Mar 23-28Chap 18Prob 1,5,6,8Apr 4-6Chap 19Prob 1,2,3,4Apr 11-13Chap 22Prob 2,3,4,5Apr 18Exam 3 Chap 18-22Apr 20-Apr 27Chap 21Prob 2,3,4,5May 4Open DayMay 8-12Final Exam ................
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