| # |
Topic |
Readings and Links |
| 1 |
The financial
markets;
Interest
rates and the economy |
fin1.pdf
trading.pdf
Investopedia and Reading
Reports
IPO case study
Data |
| 2 |
Time value
of money |
fin2.pdf
and Applications
More
TVM and a calculator
More TVM questions,
and solutions.
Charts |
| 3 |
Bonds and
yields |
fin3.pdf
Bond
glossary and prices
Rates
Quiz
solutions (examples) |
| 4 |
Risk and return |
fin4.pdf
Optional
assignment
duration.xls
RiskMetrics and RiskGrades
Credit
spreads and creditspreads.xls
sample Self
Test 4 solution |
| 5 |
Risk in the
context of bond and equity portfolios |
fin5.pdf
Value
at Risk
correlations.xls
Portfolio
spreadsheet
sample Self
Test 5 solution |
| 6 |
Valuation and
capital asset pricing |
fin6.pdf
Beta
and Beta spreadsheet
and more
Company betas and Mutual fund betas |
|
Arbitrage,
forecasting and market efficiency |
fin7.pdf |
| 7 |
Equity valuation |
fin11.pdf
Corning
Valuation example
P/E ratios
and Valuation
exercise
The Fool's
Method and summary page
Example: Intel
and The industry
Merger
valuation:example: Schirnding |
| 8 |
International financial markets |
fin9.pdf
Currencies and Global markets
EMU
and Update |
| 9 |
Midterm
Exam |
Sample Midterm |
| 10 |
Cash, futures,
FRAs and swaps |
fin12.pdf
Quotes |
| 11 |
Options |
fin13.pdf
Option strategy
guide and Option calculator
Volatility
calculator |
| 12 |
Options and option applications |
Pricing
Callable Bonds
Convertibles
and Convertibles
calculator
Convertibles
spreadsheet |
| 13 |
Portfolio Strategies |
fin14.pdf
and Review
Investment
philosophies and Quantitative
performance evaluation |
|
Final Exam
(guidelines and sample) |
Do not download this
file until after the Final |
