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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.

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