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FINE6200 Investments

FINE6200 Investments. Introduction. About the Course. Buy side vs. sell side Career opportunities Curriculum CFA Nobel-prize worthy Misconception about theory Basic, fundamental relationships that exist in the complex world of finance Is it correct? Test with financial data.

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FINE6200 Investments

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  1. FINE6200Investments Introduction

  2. About the Course • Buy side vs. sell side • Career opportunities • Curriculum • CFA • Nobel-prize worthy • Misconception about theory • Basic, fundamental relationships that exist in the complex world of finance • Is it correct? Test with financial data

  3. Buy vs. sell side Financial securities

  4. About the Course • Tools • Basic algebraic and statistical concepts • Diagrams • Evaluation • Closed-book midterm and final exam • Stocktrak group report • See course outline • Three individual assignments • Use of laptop computers

  5. Basic Portfolio Strategies • Active vs. Passive • Passive not an option in this course • Value vs. Growth • Bottom up vs. Top down • (Tactical) asset allocation • Allocate funds between/across asset classes • As a strategy, it involves a market timing or opportunistic component: move funds in and out of asset classes, different sectors...etc.

  6. Stocktrak: Portfolio Strategies • Other considerations • Currency: To hedge or not to hedge • Leverage? • Sell discipline • Momentum and other technical analysis • Other strategies? e.g. earnings announcements

  7. Purpose of Stocktrak Project • Trading • Portfolio management • Is the market efficient? • Performance evaluation exercise

  8. Low volatility portfolios • Video

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