FIN 402 Course Material FIN 402 Entire Course FIN 402 Entire Course and Final Exam Guide FIN 402 Entire Course and Final Exam Guide • FIN 402 Week 1 Assignment Capital Markets and Investment Banking Process Paper • FIN 402 Week 1 DQ 1 • FIN 402 Week 1 DQ 2 • FIN 402 Week 1 DQ 3 • FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper
FIN 402 Course Material FIN 402 Week 1 Assignment FIN 402 Week 1 DQ 1 What are capital market instruments? How are they used? Which is most important? Explain your answer. • FIN402 Week 1 Assignment Capital Markets and Investment Banking Process Paper
FIN 402 Course Material FIN 402 Week 1 DQ 2 FIN 402 Week 1 DQ 3 What is a derivative? What are the different types of derivatives? How do businesses use derivatives to mitigate risks? • What is an asset class? How are asset classes selected? What factors affect the selection?
FIN 402 Course Material FIN 402 Week 2 Discussion Question 2 FIN 402 Week 2 Discussion Question 3 According to Ch. 2 of Basic Ethics, “It is inconsistent on one hand to accept the assistance of the community via schools, police, fire, roads….and on the other hand to deny to a reciprocal duty to give back to the community (Boylan). What are some ways the community asks its members to give back? Does each individual have the same responsibilities? Explain why or why not. • Provide an example of a socially responsible effort within your community. In what ways does this influence the community? How do these efforts affect the individuals within the community?
FIN 402 Course Material FIN 402 Week 2 Team Assignment Community Profile FIN 402 Week 3 Discussion Question 1 Think of an organization with which you are familiar. How has that organization’s ethical policies changed as the result of external pressure? Provide two examples. Your answer should be between 100-150 words • 1. Learning Team Assignment: Community Profile Presentation • What is a socially responsible effort? Social responsibility comes from the belief that people, governments, and organizations have a responsibility to the greater welfare of society. What each person determines to be socially responsible, however, is subject to personal ideals and beliefs. Examples of socially responsible efforts include, but are not limited to:
FIN 402 Course Material FIN 402 Week 2 Assignment Asset Classes Paper FIN 402 Week 2 DQ 1 What are different ratio categories? Which category is most important to bondholders? Why? Which category is most important to stockholders? Why? • FIN402 Week 2 Assignment Asset Classes Paper
FIN 402 Course Material FIN 402 Week 2 DQ 2 FIN 402 Week 2 DQ 3 What is the CAPM? Are CAPM assumptions realistic? Why or why not? • What are liquidity ratios? Why are they important? How may an investor use liquidity ratios when making investment decisions?
FIN 402 Course Material FIN 402 Week 2 Learning Team Assignment Portfolio Selection Paper FIN 402 Week 3 Assignment Relative Performance Paper FIN 402 Week 3 Assignment Relative Performance Paper • Resources: Electronic Reserve Readings, Internet, University Library • Select one publicly traded bond. • Select five organizations from the following list. These organizations represent the stocks that comprise your portfolio.
FIN 402 Course Material FIN 402 Week 3 DQ 1 FIN 402 Week 3 DQ 2 What is the relationship between inflation and interest rates? How does this relationship affect asset prices? How does the unemployment rate affect interest rates? • What is the difference between systematic and unsystematic risk? How is the beta coefficient used to assess risk? Is it better to maximize return or minimize risk? Why?
FIN 402 Course Material FIN 402 Week 3 DQ 3 FIN 402 Week 3 Individual Assignment CAPM Web Exercise FIN 402 Week 3 Individual Assignment CAPM Web Exercise Resource:Fundamentals of Investment Management Prepare a response to the following assignment: Web Exercise (Ch. 21) of Fundamentals of Investment Management, including calculations for each organization listed in Step 9 • What factors must be taken into consideration when creating an investment portfolio? How must a portfolio’s components be weighted?
FIN 402 Course Material FIN 402 Week 4 DQ 1 FIN 402 Week 4 DQ 2 Does international diversification enhance risk reduction? Why or why not? What measures may be taken to reduce risks of international portfolio investing? • What are examples of active and passive portfolio management techniques? Why would a portfolio manager pursue active instead of passive techniques?
FIN 402 Course Material FIN 402 Week 4 DQ 3 FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo FIN 402 Week 4 Individual Assignment Risk and Return Tradeoff Memo Resources: Constructing and Managing a Portfolio Simulation, Electronic Reserve Readings, University Library Complete the Constructing and Managing a Portfolio simulation on the student website. Conduct research concerning the risk and return tradeoff, and the relationship between investment strategy and performance. • What are unique risks associated with foreign investments? How might an investor protect his or her portfolio against such risks? Is it possible to protect a portfolio from all risk?
FIN 402 Course Material FIN 402 Week 4 Learning Team Assignment FIN 402 Week 5 Assignment Investment Portfolio Paper FIN 402 Week 5 Assignment Investment Portfolio Paper • FIN 402 Week 4 Learning Team Assignment Risk and Return Analysis Paper • Complete the following activities: • Conduct a risk assessment and return analysis on the investment vehicles in your portfolio. • Select the weights of each vehicle in your portfolio; for example, the percentage of the portfolio each vehicle makes up.
FIN 402 Course Material FIN 402 Week 5 DQ 1 FIN 402 Week 5 DQ 2 What is an individual retirement account? Is it important to have an individual retirement account? • What are different types of alternative investment vehicles? Which is preferable? What factors could affect the choice of such a vehicle?
FIN 402 Course Material FIN 402 Week 5 DQ 3 FIN 402 Week 5 Individual Assignment Prepare a 1,050- to 1,750-word paper in which you address the following: Analyze effects of international portfolio diversification on an investment portfolio. Examine alternative investment vehicles. • What are derivatives? How may they be used to manage a portfolio?