FIN655 Investments
Week 1 Assignment
Ch 02: Asset Allocation Decision
Questions: 9 Problems: 4, 5
Ch 03: Selecting Investments in a Global Market.
Questions: 14, 16 Problems: 4, 5
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
FIN655 Investments
Week 2 Assignment
Ch 04: Organization & Functions
Questions: 6, 8 Problems: 2, 7
Ch 05: Security Market Indexes
Questions: 6, 14 Problems: 1, 2
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
FIN655 Investments
Week 3 Assignment
Ch 06: Efficient Capital Markets
Questions: 23 Problems: 1, 2, 3
Ch 07: Intro to Portfolio Management
Questions: 12, 13 Problems: 3, 7
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
FIN655 Investments
Week 4 Assignment
Details:
Ch 08: Intro to Asset Pricing Models
Questions: 7 Problems: 3, 5, 6
Ch 09: Risk & Return
Questions: 6, 9 Problems: 3, 4
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
FIN655 Investments
Week 5 Assignment
Details:
Ch 10: Analysis of Fin. Statements
Questions: 8, 15 Problems: 3, 4
Ch 11: Intro to Security Valuation
Questions: 11, 12 Problems: 7, 14
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
FIN655 Investments
Week 6 Assignment
Details:
Ch 14: Co. Analysis & Stock Valuation
Questions: 10, 21 Problems: 9, 10
Ch 15: Technical Analysis
Questions: 14, 15 Problems: 4, 5
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
FIN655 Investments
Week 7 Assignment
Details:
Ch 17: Bond Fundamentals
Questions: 5, 7 Problems: 1, 4
Ch 18: Analysis and Valuation of Bonds
Questions: 7, 9 Problems: 6, 13
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
FIN655 Investments
Week 8 Assignment
Details:
Ch 24: Professional Money Management
Questions: 2, 3 Problems: 3, 4
Ch 25: Eval. of Portfolio Performance
Questions: 4, 7 Problems: 3, 7
Work should be submitted in Excel using appropriate Excel functions and formulas. Excel shall not be used as a “Word” document. Each problem should be professionally presented on a separate, named tab within the submitted Excel file. Professional presentation of the work submitted is a factor in awarding points for the work. Incorrect work and incorrect analytical process will not earn full points.
