Syllabus Finance 9783 Fall 2020 PDF

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BARUCH COLLEGE Zicklin School of Business Department of Economics and Finance

Finance 9783 Investment Analysis Fall 2020 E-Mail Office Hours

Professor Joseph I. Onochie Office: Rm. 10-276, VC Phone: (646) 312 – 3483 [email protected]

TBA and by appointment

Course Objectives: This course takes an in-depth look at the relationship between the risk and the return of investments. The aim is to provide students with financial tools that help investment managers analyze data to make informed investments decisions. The modern portfolio theory and diversification of investments is the foundation of this course. Analysis of the risk and return characteristics of portfolios created by allocating capital between risky and risk-free assets offers an insight into investment management. At the conclusion of the course, students will know the characteristics of different types of investments and risks associated with them. Students will also learn how to create efficient portfolios as well as the basic models of the relationship between investments risks and return.

Textbooks:

Investments. Bodie, Kane, and Marcus, 11th Edition.

Other:

A (Financial) Calculator.

Course Outline (Tentative): A.

Introduction Bodie, Kane, Marcus

B.

Chapters 1 – 4; Chapter 28

Portfolio Theory and Practice Bodie, Kane, Marcus

Chapters 5 – 8

C.

Capital Market Equilibrium and Theory Bodie, Kane, Marcus

D.

Chapters 9 - 13

Fixed-Income Securities (Honorable Mention) Bodie, Kane, Marcus

Chapters 14 – 16

Grading: (Subject to change) Homework Semester Project I Semester Project II Semester Project III First Exam (Midterm) Second Exam (Final)

10% 10% 20% 20% 20% 20%

Policy: Academic Honesty: I fully support Baruch College's policy on Academic Honesty which states, in part: "Academic dishonesty is unacceptable and will not be tolerated. Cheating, forgery, plagiarism and collusion in dishonest acts undermine the college's educational mission and the students' personal and intellectual growth. Baruch students are expected to bear individual responsibility for their work, to learn the rules and definitions that underlie the practice of academic integrity, and to uphold its ideals. Ignorance of the rules is not an acceptable excuse for disobeying them. Any student who attempts to compromise or devalue the academic process will be sanctioned. " Academic sanctions in this class will range from an F on the assignment to an F in this course. A report of suspected academic dishonesty will be sent to the Office of the Dean of Students. Additional information and definitions can be found at http://www.baruch.cuny.edu/academic/academic_honesty.html

Policy: Online Proctoring System: By the time of this class’s midterm or final exams, CUNY faculty might be given access to an online proctoring system. If we are, we plan to make use of the system for our final (and/or midterm) examination. All members of the class will be asked to turn on their web cameras in order to take the exam(s).

Exam dates will be confirmed once access to the proctoring system becomes available.

Policy: Consent to recording: Students who participate in this class with their camera on or use a profile image are agreeing to have their video or image recorded solely for the purpose of creating a record for students enrolled in the class to refer to, including those enrolled students who are unable to attend live. If you are unwilling to consent to have your profile or video image recorded, be sure to keep your camera off and do not use a profile image. Likewise, students who un-mute during class and participate orally are agreeing to have their voices recorded. If you are not willing to consent to have your voice recorded during class, you will need to keep your mute button activated and communicate exclusively using the "chat" feature, which allows students to type questions and comments live....